We started with this company back when they had a small office and a conference room that held 6…read morepeople. It was a small independent company that had a mom and pop feel. They had good reputation among small businesses and came recommended. They took care of you personally. They've grown since then, and the person who was managing our accounts retired. Afterwards, they hired a cookie cutter manager from a large investment house, and that down home feel disappeared. They sold our account to some fly by night no name financial manager in New Jersey or Long Island, and never told us. We found out by getting an email from some stranger telling us he has our accounts. They couldn't even give us the courtesy of prior notification (we would have rejected the request and simply moved our money elsewhere). If they had, they wouldn't have been able to profit by selling my info. Naturally, we went with someone else, but they were actually able to make money by liquidating older accounts that were in the start up 1% commission. They wanted the full 2% and sold all accounts that didn't fit their mold. And then tried to be all polite and nice. When confronted about selling our holdings? "Nah Bruh!!! We are allowed to!!! And we sent your personal data to some guy we barely know!!" This is what they said. No. Avoid this place if you can. They are boiler plate industrial knock 'em out financial management that doesn't really care about you. Only skimming off your money - which is basically what all financial management firms do, but at least they should be professional and have some degree of ethics. They don't.

A few years ago, I decided to make some changes to my self-guided portfolio, especially after the…read moredot com bubble burst. I had some concern about who would handle my finances and be sensitive to my being a gay man. Thanks to the Internet, I found Christopher Street Financial during my research and set up an appointment. At that time, I met with one of their financial advisers and we were on the same page as to the direction of my investments. It was refreshing to meet someone who understood and confirmed my ideas for the future. Recently, I had another meeting to go over changes in my finances. Although my original adviser was no longer with Christopher Street, I met two equally pleasant and wonderful members with the same results. They understood what was needed and had no hesitation to recommend courses of action that made sense to me. Christopher Street Financial does handle clients with smaller investments like myself, as well as people with more significant holdings. It's worth the call to inquire and set up an introductory meeting if you have an interest in current and future investment opportunities.

They are very professional Accountants on Air and having variety of nice technologies as internal…read moreteam

Everyone at Accountants On Air has been completely professional and transparent. As someone who is…read morefiling for the first time, they made the whole process easy and simple. I was helped by accountants Zaheer Sattaur and Mohamad Dweider, and they promptly answered all my questions, as well as made themselves available for calls and follow ups. I will definitely continue to use their services for my tax and accountant needs!

Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

https://www.justice.gov/archives/opa/pr/new-york-accountant-pleads-guilty-conspiracy-defraud-united-…read moretates A New York certified public accountant pleaded guilty today to conspiring with a small business owner to defraud the IRS. According to court documents, John Savignano, of White Plains, conspired with co-defendant Rocco Manzione, who owned and operated several companies that sold concrete, to evade the assessment of individual income taxes. For the tax years 2012 through 2014, Manzione received income from his concrete companies but did not file individual returns with the IRS or pay the taxes due. In 2015, Manzione sought to borrow money in connection with the purchase of a condominium in Miami. As part of the loan application process, the financial institutions requested that Manzione supply three years of filed tax returns. Thereafter, Manzione contacted Savignano, who helped him prepare and file false individual tax returns with the IRS that substantially underreported Manzione's true income. In total, the conspiracy caused a tax loss to the IRS of more than $400,000.

I had a great experience with Savignano Accountants. I found them through H&R Block. Elijah was…read morealways in contact with me by phone and email. Abi was very pleasant and had all documents readily available. I highly recommend them !!

This was the second year that my husband and I had Steve at MTO file our taxes, and once again, we…read morehad an exceptional experience. Steve is extremely knowledgeable and very personable. He takes the time to explain details to you in a thorough and informative (but not at all condescending) way, which I think is rare when it comes to tax prep services/professionals. We have had multiple negative experiences in the past with other companies and tried to file on our own a couple of times, but after finding Steve, we will never trust anyone else with our taxes. He is the best, hands down, and there's a reason why MTO has such a loyal client base!

I was in the market to look for a new firm. The initial consultation was great, I spoke with Kim…read moreand she answered all of the questions that I had. Throughout the entire process of being onboarding and completing my Tax Documents, it was seamless. The person assigned to handle my taxes (Grace) reached out to me if they had any questions before proceeding. She even explained additional things that my previous CPA did not even advise. This team is very knowledgeable and helps make sure everything is done correct. Even the pricing was thoroughly explained and honestly it was money well spent. As a small business owner, I appreciate the teams transparency and attention to detail. I am looking forward to continuing my partnership with this firm. I highly recommend this team.

After losing my father, I was completely lost with my finances. Peter and Kim from Peter Burgos CPA…read morewent above and beyond to help me through it with genuine kindness and patience. As a first responder with a crazy schedule, they always worked around me, and that meant a lot. I shopped around before finding them, and no one came close. Truly grateful for their compassion and professionalism -- they treated me like family.

I did my term life with Eric, you cannot find a nicer, more professional agent. Thank you so much…read moreEric and all the best in 2014.

Mr.Klarman is very willing to explain in details how the policy works for you and friendly to talk…read moreto. Keep on doing a terrfic job and thank you. Wendy James

I'm not a big review-writer but Jonathan is great. Hard to believe we've never met since at this…read morepoint I trust him like family. Found him through the Freelancers Union, he disentangled my big mess of self-prepared returns a few years back, got me on a clear path with everything working like clockwork. Knowledgable on a range of issues. Trustworthy. Very easy to use the portal system to upload docs etc. Minimal effort required by me, just how i like it. Highly recommend.

I write this review to give fair warning to future customers. We used Medows CPA for three years…read more It was a very up and down experience. Over the past three years, Medows put more preparation burden on his customers (requiring completion of lengthy, convoluted forms which I've never had to prepare for a tax PREPARER before), while complaining that our taxes took a long time to complete. We had to check their work for errors. We learned to expect inaccurate answers and incomplete research when we did have questions - and often completed the research ourselves. He was very helpful when we had a shift in our income/expenditure situation three years ago. Hence two stars. But then our taxes got very simple for two years in a row. A few months ago, I asked for an itemized bill for last year's expenses and/or a fair estimate for this year's work. I was told we were too much work, and it wasn't worth his time to retain us as customers - no answer, no transparency. This is probably par for the course in tax preparation, and there's nothing particularly bad about this service. But there's nothing particularly good either. We'll spend as much time preparing our own taxes this year as we did preparing and checking Medows' work last year, and we'll save $335. For even mildly intrepid souls, I recommend using a tax accountant only when you have a big change in financial circumstances, and in between just use TaxAct.com and a couple of calls to the IRS. It's really not that hard.