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    Your Financial Spectacles

    5.0 (2 reviews)
    Open 9:00 am - 7:00 pm
    Updated 2 months ago

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    10 minutes

    Response rate

    100%

    Services - Your Financial Spectacles

    Business filing for current tax year

    Individual filing for current tax year

    Current year tax preparation and filing

    5 More Services

    Life insurance

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Tax planning

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    Allegiance Financial Group - Business Insurance

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    I've been a customer of Allegiance for almost two years. It's been smooth sailing since day one…read more Adam and his team was able to provide us with multiple insurance options for our commercial properties and expertly advised us through which he'd recommend and why. Recently we had an issue, when our bank mistakenly forced placed insurance on our commercial mortgage for mechanical breakdown policy, for no logical reason. Allegiance not only notified us, proactively worked on our behalf to clarify the issue and get back our monies from being overcharged. I can't say enough good things about the customer service and support. The team is prompt, educated on various products, and committed to needs of their clients. I would highly recommend using them to anyone. Wish I moved my business here sooner!

    I was shopping for insurance for my investment properties, home/ auto and called few…read moreagencies/brokers. I was not satisfied with any quotes I was provided until I called Allegiance. Allegience was fast and quick to provide me with quotes from different insurance carriers on the same day and explained every coverage in details. They got me excellent bundled coverage for my home and auto from one carrier, and another great dwelling coverage for my rentals from a diffrent one. They will not try to convince you to get extra coverage that you won't need, like other insurance agents. It was a smooth and easy process doing business with them.Highly recommend their service.

    Efficient Accounting and Tax Services

    Efficient Accounting and Tax Services

    (10 reviews)

    Forest Hills

    Tax Deadline Crisis Averted! Rock‑Solid Service; Incredibly Kind…read more A few months ago my previous accountant dropped the ball, leaving me in the lurch, with the Oct15 extension deadline just a day away. I reached out to Joe on Yelp; he got back to me within minutes and agreed to take me on--quickly turning a panicky situation into a smooth filing. His astute, efficient, and composed demeanor rescued my sanity, steering through the unexpected chaos I dumped on his lap. Even in my (kinda) frantic state, he remained meticulously organized and kept me calm throughout. Less than 24hours later he called to confirm everything had been successfully transmitted to the IRS--miracle accomplished! And, as the cherry on top, he uncovered a refund I hadn't anticipated--allowing me to finally treat myself to a tech upgrade I'd been eyeing for ages. Joe is personable, highly competent, and runs his business with a rare blend of integrity, intelligence, and initiative. His secure portal made uploads seamless and he was responsive, always a minute away for any question. In addition to preparing my Federal and NewYork taxes, I enlisted Joe to handle our family's Washington‑state estate tax return. All three filings were optimized and completed with care and precision--making the competitive rates a bargain for the rapid turnaround and reassuring peace of mind. What began as a stressful episode turned into a blessing in disguise once Joe stepped in. I've now found a permanent professional for both my personal and estate taxes. Knowing that I finally have "my guy" on board lets me breathe easy and I'll be the first to book his calendar again this season. If you're hunting for stress-free, exceptional tax and accounting services, I wholeheartedly recommend Joe, of Efficient Accounting & Tax Services. He's down-to-earth, witty, kind, and just a genuinely good guy. I feel so lucky to have found him. While I can't guarantee his last-minute availability, I'm confident he'll go above and beyond . Seriously, give him a call--you'll be so glad you did. P.S. Thanks, Joe, for turning chaos into calm. No more midnight sprints--I'll call soon to get us rolling well before April15 this year.

    Joe is the best , please do yourself a favor and do your taxes with him , any confusion any…read morequestion you might have he will answer and he will dedicate his time to you , I love that taxes is not scaring me anymore, Thank you again Joe !

    Your Financial Spectacles - accountants - Updated June 2026

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