Been with this firm almost from it's inception and they have exceeded all our expectation.read more

Asked to potentially sign on as a new customer. Received a condescending note back, in effect…read moresaying that they wanted only certain types of clients. Unclear what types they're referring to. Could just be poor intake, but a poor reflection on company.

My wife had used Charles Treviso of Y, T and Associates for many years. When we married in 2014, I…read morebegan to use their services. Chuck is amazing and extraordinarily responsive, often within hours. Me and my wife have LLCs and Chuck handled all of the set-up needs as well as handling our LLCs when we moved them from California to New Hampshire seamlessly, even though I assume he had to come up to speed on the state's tax regulations. He provides both me and my wife with coupons for the state to ensure we never get behind and he does all that at a very reasonable price.

I can't say enough good things about Optima Benefits & Payroll. As a small business owner, they…read morehave been a lifeline for our company, Optimum Influence Media. A couple of years ago, we had a few issues due to our old CPA filing our taxes under the wrong FEIN number. During that time, I worked closely with Sheril Damelio to resolve these issues. Not only did Sheril take the extra time to help me understand what was going on, but she also made it a priority to check in with me and ensure these issues never happen again. She was a godsend. As our company has grown, we have taken advantage of the HR resources that Optima offers, and we have been extremely satisfied. Sheril answered all of my questions and even guided me through signing into specific portals, utilizing tools, and exploring other opportunities to support our business. More recently, I have been working with Kathy Freeman, who is exceptional. She is always timely with her responses, and I feel confident knowing she is handling our payroll. If you are a business owner in the Rochester area, I highly recommend utilizing services from Optima. They are second to none in our community, and we are so lucky to have them! Thank you all.

Would not recommend to small businesses or NEW buisness. We set up service with only 1 employee and…read moreafter only a couple months we felt it wasnt working in our benifit to pay for such a service and called to cancel payroll service with them completley. I believe this was done in 2017. From then on our buisness had gone through a change of management and more importantly we were trying to find our way as new buisness owners during a pandemic with little resources to no help. While going through bank statements for tax purposes we came across Optima Benifits every few months for different charges. When looking more into it we were still being charged every quarter for the last 7YEARS for a service that we thought we canceled. The charges started at $21 when we signed up and continued to increase every year... $75 to 78.50 to 83 to 100 and a few random higher ones. When going back to look at our contract a few things were done wrong on both ends but getting in touch with them was not the easiest processes when the found out why we were calling. On our end apparently we were supposed to send them written notification to terminate service after verbal communication which for wjatever reason we failed to do.... for the 7 years inbetween we DID NOT recieve any sort of emails, phone calls or written letters regarding any type of service they have provided us. We never not even once received any documents from them not even for annual taxes! So im not sure what we were even being charged for. We no longer had any paid employees to which we would need a payroll. This is a family owned buisness. All under 1 roof family buisness! So yes we should have caught this much sooner and we learned our lesson the hard way. On the other hand what type of moral ethics does a company have to charge anyone for a service they clearly not providing? In the end we learned a tough lesson and that is to not trust anyone with just there word... always read the fine print and reread btwn the lines and most importantly follow up and dnt just take them at there word.

We came to Steinmiller Insurance after our existing premiums with Allstate got very high despite no…read moreaccidents and 26 years of loyalty to them. Our only life change was our son getting a license a few years ago and eventually his own car when he went to college. My Allstate agent wasn't able to do anything for us other than commiserate and sympathize that the rates went up. When we spoke with Emma at Steinmiller Insurance, she was able to guide us through the entire process. Not only did she help us pick out a new auto policy that saved us thousands of dollars per year, she was also able to help us get BETTER COVERAGE for our homeowners, umbrella, and flood policies for less money. She was fantastic to deal with -- very patient, answered all of our questions, and helped us get just the right products. I've already recommended her and your agency to other colleagues and friends. I look forward to having your company review other needs that my company may have when the policies are ready for review.

Great customer service! Wonderful staff. About as local as one can be. Oh, and the prices for…read morecoverage were great!

Frank and his team are very attentive to our needs. We recently added two new cars among other…read morethings. They were very efficient and patient in getting everything setup. I highly recommend them!

I read the review from 2013 stating to not use this State Farm branch. While reading this review, I…read morecould see the customer was upset and understand why. But, there is a lot that goes on behind the scenes that is out of an Agent's control that this customer may not be aware of. But just to be clear and transparent, I do not know or work for this Agent. I have called this Agent's office twice to ask a few questions. I spoke with two ladies in this office and the Agent, Frank. They all were very helpful and kind. I was never asked to write a review as our conversation was strictly professional as I had a few questions for the Agent. When the Agent or staff write a policy, they can sell the policy based on the information you provided on your application. But, if there are things on your insurance history / record that you did not advise of on your application, these things are found when the policy application is sent to Underwriting to process and write. There are specific items that can determine your risk and if that insurer can write your policy. If something on your insurance record comes up once Underwriting receives your application that changes the policy from being able to be written, Underwriting usually sends a letter, and corporate refunds your payment. This does not come from the Agent's office. The Agent and staff are usually not aware of it right away either. They have no control or say over this as well. With this being said, it can take a few weeks to get everything processed and the correct documentation sent to you with your refund as it is all through corporate. I can see where this customer was upset, as she didn't know the process and thought the Agent was maybe behind this. I hope this helps someone reading this. I took the time to write this as I had nothing but great customer service and a pleasant experience with this Agent and his staff. They were highly professional and prompt when helping me. Cheers!

Trevor was fantastic to work with!! He was quick, efficient, and super supportive. Would highly…read morerecommend him to anyone looking for help with their taxes!

Trevor has been doing mine and my families taxes for years now. He's such a pleasure to work with…read moreand is a breath of fresh air compared to where I used to go (H&R Block). I highly recommend him for anyone filing their taxes for the first time, or those looking for a new tax accountant!