I use to go to HR block but they wanted 350 for a return. I figured if I spend that much I should…read morego to a cpa. So I looked for one that could help and I was referred to Lavin & Associates. Not only did I receive a larger refund they went back and looked at the prior 2 years. They found me an additional $1300 from errors previously made. Now they are the only company I trust. A CPA is worth the investment. Thank you Lavin and Associates.

Helped me get the best return possible. Thoroughly explained the entire process during the…read moreconsultation then gave me a few ideas about investments. This will be my third return with them and I can't picture anyone else handling my future.

Wow free seminar very informative and financial advisors have great advice and insight. Love this…read morecompany I have been with them since 1997 and my retirement money has grown significantly and still learning thanks to Etrades online learning on investing options. Everyone should have an Etrade account!!

Moving to 880 Central Park Ave in Scarsdale didn't help this branch's truly lousy customer service…read moreor curb the hostile attitude of their nasty receptionist. Our family has multiple accounts with Schwab (for over 30 years) and we do almost everything online. After experiencing problems uploading documents on the Schwab portal, I decided to go to the branch in person to open a new, time-sensitive account. Although there was no other customer in the place, the hostile, unhelpful receptionist told me that no one there could help me and that I should go online. Great customer service! Within seconds, I located the nearest Fidelity branch on my phone - less than 1/4 mile away. Fidelity was more than happy to open the account on the spot and take my money. Hey Charles Schwab - you just lost a 30+ year customer with numerous accounts - we will be moving all of our accounts to Fidelity.

Worst customer service ever. Called general info number in advance to ask a few questions before I…read morewas going to go to branch office. Asked if appt needed, told no. Confirmed they could handle walk-ins. Next day I visit branch and the very inhospitable receptionist was snotty, hit me with microaggressions and plainly said I could NOT talk with anybody. Two reasons: contrary to previous customer rep on phone, she said I needed an appointment. Then, after spending much time on locating my account (I didn't have acct no) I was informed they only dealt in person with accounts of $1 million or more (I was a Ameritrade customer but became Schwab customer upon latter buying former). I guess it never occurred to the Schwab higher ups that many investors spread their wealth and try not to park huge amounts in one location. I next went to a Fidelity branch office where they had no problem serving walk-ins, was not snobby and not discriminatory. Also no minimum account requirements. I will be transferring my holdings to Fidelity.

A few weeks ago my parents sat me down and explained that I was now an adult. Apparently once you…read moreare a home owner everything changes. They informed me that I would need to get my finances figured out, start making sense of my tax information and get my life in order. I was not ready. One of the first things on my to do list was to talk to an accountant. Before I went to Hara Yoshida, I couldn't even spell the word accountant much less understand what they do and how they would help me. I found this place through a friend of a friend of a friend's sister. (Didn't see that one coming now did you?) Fast forward: I made an appointment for a 30 minute consultation with Mr. Yoshida for $75 and instantly I'm terrified. I'm not going to understand a word this guy is saying. Should I bring a dictionary? His name sounds really serious and what if he thinks I'm insane. How do I even dress for this? Is a ball gown too much or not enough? I take some deep breaths and proceed. I made sure to jot down a lot of notes as my parents were talking and I write down exactly 438 questions about my personal taxes and tax questions in general hoping that Mr. Yoshida and I can get through at least 1 of them. Just a few include: *What is a 10/99 and a W-2? *As a contracted employee which do I need? *As a teacher How do I claim private services with families I work with? *How does gift tax work? *Whats the difference between a standard deduction and an itemized deduction. *Can I reduce my home owner taxes? How? Now that I'm even more confused than when I began, I step into the wework building where the accounting office resides and immediately feel calm. Mr. Yoshida, whose first name is Narumi welcomes me in with a warm smile and gentle handshake. There's a sophisticated and professional quality to his tone and mannerisms, but I also feel like I could tell this man my deepest fears without feeling the least bit judged. One day... I'm going to pause on the accounting stuff for a second and just say that this wework place is really cool. The space feels more like a cool hipster hangout than an actual office space. I mean yea, there are countless spaces with meeting rooms, small offices, medium offices, large offices, mini phone both offices and a lot of water cooler stations, but you gotta stop by and check out the rest of it. There's a snack bar, pinball and other random arcade games, tons of board games and card sets, shuffleboard, puzzles, comfy couches and beer on tap at ALL HOURS, EVERY DAY of the week! How does anyone get any work done here? Ok, back to the serious stuff. So, after my mini tour, Narumi (I'm on a first name basis at this point) eased my worries by answering all of my questions. This guy is efficient! Not only that, he explained everything until he was certain I understood. No dictionary necessary. I couldn't believe that in 30 minutes I was able to get a full understanding of all of my accounting needs. Thank you Hara Yoshida Accounting!! Now my parents think I'm a real live grown up!

After spending long years in New York, I have returned to my home country in Japan but still had to…read morefile tax for the previous year. My regular accountant have left the job to focus on her own business and I needed someone who can support me with complexed ( to me ) tax filing. I was introduced to Executive assistant, Ms. Nakamura and she was patient working with me going back and forth for months and connected me with her team. I ended up amending past 6 years of taxes for reporting my foreign income correctly, but I feel much confident and relieved. I recommend Hara Yoshida office to any one looking for an accountant.

If I could give Ann Bernstein 10 stars, I would. She once again went above and beyond for us and…read morehelped us sell our home in record time. We first met Ann when we were looking to purchase in Rye Brooke. She was everything we expected in an agent. Later, when we rented our home, she priced it right and we had a bidding war, which earned us top dollar. Again, we asked Ann to help us a few months ago with selling the home. Although the circumstances were quite complicated, with our internal family squabbles, Ann remained professional and diligently worked day and night, weekends, too. She even answered email while on vacation in Europe! Ann's strategic recommendations helped us sell our home quickly and alleviated a lot of the stress we were dealing with. I can't thank her enough. Houlihan is lucky to have her. Thank you, thank you, thank you, Ann!!!

I was not at all pleased with the conduct of the Houlihan Lawrence representative involved my real…read moreestate sale in White Plains several years ago

They are very Professional and Prompt. I've have been eating for a firm like this ! Their price to…read morebeat others out there and a schedule of an appointment is wonderful . Time is Time -Work is Work they are the best in town and the best bang for the buck. I highly recommended them. I've been other places for years and been ripped of when it came to dollar and time. They work for the people and are for the people. There the people to go to.

Came here about a year ago to file my income tax..my tax return check never looked better:) Great…read moreservice! reasonable price. The guy that did my taxes was very laid back and competent..cool dude. He even told me if I recommend a few friends I will get a discount on my next return so I did that. And my friends thanked me for the recommendation afterwards. They were very pleased with the service they had receive from AATC. Can't wait to use that discount next year!

I had a great experience with Capital Preservation Partners and I was able to easily set up my…read moreretirement account with them. I sat down with Michael and Leo to discuss my finances and my financial future, and what I could be doing to secure a path for a happy retirement. They are very friendly and very knowledgeable.

From the owner: Capital Preservation Partners are Investment advisors that understand life is unpredictable and…read moreeveryone person has their own specific financial circumstances. That is why we take the time to personally know our clients and form a tailored financial plan for them.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more