Great service! Mr. Spelling has been our long time tax accountant. Highly recommended to all.read more

I don't even want to give one star- the "tax service " is soooo bad! I bought the "insurance "…read morefor 2017 and 2018 in case I needed help with anything related to IRS- we'll I had a question about a form I got from IRS and call NBS ( in March). And even TOOK the paper over for Norman to look at- NEVER GOT ANY CALL BACK-!!! I called multiple times asking for help-- NO RESPONSE! I finally asked for my money back for the insurance- secretary said "that's up to mr spells". "He'll have to call you"!!!!! HAHAHAHA! RIGHT!!! He never called. DO NOT GO TO THIS SHYSTER! Vicky wheeler ( previous wonderful honest owner) is probably turning over in her grave!) I repeat: DO NOT GO TO NBS TAX "NO SERVICE".

Walrath Accountancy Corp. is THE place to get your taxes done! I was lucky enough to find them…read morelast year to do my taxes. Peter is so knowledgeable and helped me understand why I owed money previous years, and how to adjust what I claim. Guess what this year I got money back on my return!! That hasn't happened in a decade. Scott was also super responsive, and quick to answer questions. Once my tax documents were uploaded my taxes were done so quick! Walrath Accountancy Corp. provides five star service at affordable rates. I will never go anywhere else!

Peter is a stand up and extremely knowledgeable CPA. He gets down to the brass tacks with no fluff…read more Honest, reliable and caring. He is up to date on the most current laws and can help you plan to make the most of your current situation. Plan on utilizing Peter and his accountancy firm in the future. Great guy!

I had a great experience with Compatible Business Solutions. The customer service is outstanding…read moreand any questions that you may have will be answered here. I use their accounting services for both business and personal needs. They are extremely patient and I consult with them when I have a new business idea or a large purchase. They are amazing at providing insight on the financial impact of the decision. I will definitely continue to use their service in the future and highly recommend to anyone I know.

My 2017 taxes were prepared by Marvin. Last year was a bit crazy for me and to be honest, I was not…read moreas organized as I wanted or needed to be. I had a lot of paperwork, receipts, and forms that needed to be looked over. Marvin was great... He sent me a preparation list, explained his process and worked with me as things came up. He was extremely helpful & informative. Well worth it.. GREAT JOB!

ZERO stars given My husband's family has been using this service for a few years. Recently married,…read moreI decided to go with my husband's tax guy vs the CPA I've used for the past 15 years. We drive 1.5 hours to his office because even though documents are scanned and preloaded into a secure portal/digital vault, Tom still works with hard copy paper and wet signatures. Then we waited an additional HOUR after our appointment before meeting with Tom. Tom has no pleasant customer service, is not happy to see his clients, and is visibly bothered with questions to the point of questioning my intelligence when wanting to confirm the final what's what of the scenarios we discussed. He said several times he had people waiting and if we had so many questions we should have come in February. I informed him my husband tried to make an appointment several times and did not get a response back. Tom said absolutely not, and my husband verified what I said was correct. This old cranky man has no respect for customers, has no desire to help families with tax information. He should just close the doors and retire already if he's this unhappy with his work. Ladies, be warned he will talk down to you in a way that is not acceptable and not warranted. I walked out for my husband to finish up because my blood was boiling and I needed to say some prayers. We asked the staff not to process the filing and to refund our fees. The staff understood and complied without question as if this wasn't a first time occurrence. We work hard for our money. We don't need to pay someone to treat us poorly. Waste of time and gas.

I've been using Tom Giannini and his staff to prepare our complex tax returns for over 10 years…read more His service and expertise is outstanding. Plus, his office has an upbeat environment. He handled an audit by the IRS caused by some errors by my previous tax preparer. I actually received a refund from the audit thanks to Tom's hard work. Highly recommended.

I've been working with Kalter Financial ever since I sold my small business in December 2013. It…read morewas a complicated sale, but Eric helped me to have a seamless transition with his extremely well-rounded understanding and knowledge of the varying tax codes. He knew exactly what to do to maximize my tax savings while also making sure that everything was done properly. Eric's jovial attitude, family values and warm business sense have made me a client for life. Miguel has handled my tax returns ever since and he has also been a joy to work with. He is thorough, calm and explains everything in a clear and concise manner. He's a great representative of Kalter Financial! Kalter Financial not only do taxes, but they also do payroll, investment advice, and so much more! They're really great! Professional, timely, reliable, informed and proactive. If I were to offer constructive feedback to the business/business management team, I would say...please don't charge extra for infrequent, quick tax questions. We get what we pay for, and I'm happy to pay top dollar for my tax returns to make sure they are done right, but it is upsetting to get a note on my tax return invoice that says "special project" only to learn later that the charge was added because I emailed a quick question for clarity about eligible deductions, etc. Despite that, I still give Kalter a 5-star review because no business is perfect...but Kalter is pretty darn close to perfection. Thanks for all the years of great service! I'll gladly be your devoted client forever. Warmly, Michelle

I have used Kalter Financial for my taxes for about 4 years and I absolutely love their customer…read moreservice they are phenomenal. They make it easy and hassle free to do taxes. I wouldn't trust anyone else to do my taxes. They also offer great accounting services for company's including payroll. They do it all! Thank you Kalter for your amazing customer service and for actually caring about your customers!

Been coming here to get my taxes done for years as a recommendation from a friend of mine and have…read morenever been disappointed in the service. Everything is explained to you and he takes the time to make sure where you understand what the next steps are. Service is quick, knowledgable and friendly and he takes the time to get to really know his clients. Highly recommend his services when it comes to tax time.

My family has been going to Orestes for over 25 years and we had great experiences with Orestes Sr…read more Unfortunately Orestes Jr. has taken over the business (not sure how many years ago) and his lack of response, loosing of files, lack of follow through with his word deserves less than 1 star. My wife and I did not ask for a handout, but to just get our taxes done from year's previous. Orestes assured us it was not a problem and to send in the appropriate paperwork. We did. No response. No callback. I called him at least 12 times with every excuse under the book including, "aw can not find your file" he then assured us he would contact us. Never did. We are completely over this fool and his lack of real business integrity. I would HIGHLY suggest those looking at this review to go elsewhere because this has been nothing but a nightmare and I was patient for 6 months with Orestes.

Had a mishap with Mercury Insurance and was told my policy was cancelled and had to rewrite it…read moreagain. Called Partee to see if I could avoid rewriting it and just re-instate it and was told "Unfortunately no." Asked for Veronica and was forwarded to Leslie for some reason that was beyond me. This would be my third insurance agent at Partee, but it's all good because Leslie Moyens was energetic, helpful, proactive and a pleasure to work with. I got my new policy handled and situated all via e-mail and phone interactions within the same day! The rate only changed by 2 dollars AND it worked out even better because Leslie was able to get my payment due date changed to the middle of the month instead of the beginning of the month. I'd asked back in January to please change my insurance due date to the middle of the month and was told in order to do that I'd have to make double payments in one month. Anyway, a policy re-write for $2 more a month and a due date that's more manageable for me and my budget is well worth it! Thank you Leslie and Partee! I trust I'm getting the best rate for the best value and won't go elsewhere.

Very helpful employees and they got me the best homeowners policy on earth…read more They also help with health insurance, and ACA,which is literally a lifesaver. I think they have recently had some new people there who are very very nice and helpful.

I had an exceptional experience working with Phil of Charity One. He was thorough in his line of…read morequestioning to ensure we were covered across the board. Phil along with the underwriters were timely preparing my documents to meet a deadline. I am sharing Phil's information with every org I come in contact with.

I've been with this agency for quite some time now, and the customer service has gotten worse over…read morethe last few years. They do not answer emails at all. I lost out on a $25,000 grant due to their lack of attention to a simple task (deleting something from a Cert of Ins). As a small nonprofit, $25,000 is huge. The only reason I give them 2 starts is because they used to do a great job and I am hoping they improve.