I heard Bad Uncle Sam's advertising and I met with Jeff. He was so helpful in showing me their…read moreprogram. I suggest everyone take the time to check them out.

Identifying professional fully certified financial advice can be challenging…read more Here you will find a team dedicated to long term relationships providing altruistic fiduciary services of great value. Advice personalized and targeted based on time frame horizon and changing needs. All encompassing addressing all aspects of ongoing financial health is the only responsible approach and here you will find the answers to all your questions. The brand is built on a reputation of providing the best advice customized to each client.

Fred & his staff are professional and warm. They provided assistance with thorough explanations…read more We got the one on one time to have all of our questions answered.

Fred and his team, consisting of Laurie and Barbara, have been a phenomenal group of people who…read morehave assisted me both with my corporate and personal taxes. All three of them have taken the time to thoroughly research and answer any questions that I've had. As a new client, I highly recommend his company and will continue to utilize their services for many years to come!

It doesn't get any better, when the topic of taxes comes into play. Whether you're in need of…read morestraight-forward prep, strategic planning, or mitigating a disaster (as in my case), Patrick and his team cannot be beaten. If you think you have found every deduction using your "free" online software, think again. There's nothing like an Enrolled Agent to guide you through the maze of the tax code, and nobody does it with the prowess that Patrick possesses. He will "churn your return" to make certain that you get every break you're entitled to, and keep you out of harm's way. Money well spent...

My wife and I recently completed our taxes with Mr. Patrick O'Hara. We appreciated being apprised…read moreof each step of the process, from scheduling an appointment to what to expect during our discussion of the return. Mr. O'Hara was well informed, well paced, engaging, comprehensive and thorough. He and his staff made it less of a daunting experience typically associated with filing taxes. The fees were also reasonable. Thank you Mr. O'Hara for alleviating our anxiety and well equipping us for the coming year.

Any time I have had either a problem or a question with my State Farm insurances (car and/or…read morerenters), when I have gone into the office to find out about it, it has been an absolute pleasure. Catherine or one of her staffers has always been able to resolve it on the spot, in a pleasant and efficient fashion. "It's a pleasure to do business with you!" John H.

Erika was a pleasure to work with. I wish all customer service went as smooth as it did working…read morewith her. She was friendly and easy to talk to and gave all the information and then some regarding any and all coverage. You can tell she truly cares about her clients. 10/10 would highly recommend!

Interviewed them for forensic divorce analysis. They were honest & apparently experienced…read more Unfortunately on the advice my attorney I selected a local obese senior who works out his house & racked big bills without addressing the salient issues of my case.

I'm out of state but have fiduciary responsibilities tied to Poughkeepsie that require the highest…read morelevel of professionalism. That's why I go to Karl Firmbach, who has been taking the absolute best care of our family's tax needs for decades. I send him my tax planner and he does all the rest, correctly, efficiently, and timely. Karl is the best and I highly recommend him for your tax needs.

They made two separate mistakes on our tax return, one of which required us to pay interest to NYS…read moreafter it was discovered by the state 2 years later. They failed to own up to the second mistake or even apologize and when asked to cover the interest charge, they refused. Avoid at all costs, especially considering the cost/tax preparation fee is exorbitant compared to other, significantly better accountants.

I switched CPAs due to mine returning during COVID: was referred to Ron by several ...He is very…read moresmart, and also calm and SUPER responsive to emails and calls. Dont hesitate to work with Ron.

Let me start by saying I NEVER write reviews. With that being said after seeing the only other…read morereview here for Don I felt compelled to create a profile and write this review. Don has been doing my taxes now for 20 years. His knowledge, experience and expertise has saved me a lot of money over the years and more importantly, prevented me from inadvertently running afoul with the IRS. My wife has her own business so knowing what to do and how to do it is critical. The only concern I have every year during tax time is that Don might have finally chosen to retire and I'll have to try to find another equally expert Accountant. If you are looking for an Accountant don't hesitate to use Don.

Some years ago, Mr. Digiacomo [Mr. Dig] & I agreed upfront, in person, on the TOTAL cost of both of…read moremy taxes, personal & business. All went well until I went to pick up my completed taxes. Then he suddenly charged me an extra $250 that he had never mentioned before. I questioned it to no avail, so I had no choice to pay it to get my taxes. I later went to a tax seminar in the local area [Fishkill] where the speaker was a former IRS tax attorney [Mr. Jones]. After the seminar, I told Mr. Jones what Mr. Dig had said & done at the last minute & Mr. Jones said it was inappropriate, he should not have charged me anything more at all & suggested I tell Mr. Dig this & ask him to return my $250. I did so. Mr. Dig still refused to return my money. I will NEVER use him again. Jake