Fidelity may freeze your account for any or for no reason and you have absolutely no recourse. If…read moreyou protest just a tiny little bit too much they will tell you to f*** off (image) Caveat emptor.

TLDR: As a customer / client, don't come here…read more - - - - - - As a Fidelity customer.... this is actually awful! Fidelity is one of my favorites, and those strings of 1s for Yelp reviews are alarming but now understandable. Immediately upon walking in, there is a front desk agent, and there is no Fidelity rep. Actually, they weren't too clear what this was, but there is no Fidelity agent that you can speak to, and there are other security clearances required to go up the building. Need something done with the Fidelity branch? Yeah, sorry, 99% chance that this ain't the place to go; don't waste your time here!

I'd been doing my taxes through Turbotax for years, and finally this year my taxes were too…read morecomplicated so I decided to go to a professional. I'm so glad I did. John is thorough, calm, and very detail oriented. He went through my previous tax returns and found deductions that I didn't even know that I missed. He sorted out my taxes without judgement or snark. He also gave me great advice on healthcare and my upcoming tax year. Just a great guy. I'm happy to have him as my new accountant.

I used John for nearly 10 years. Not because I liked him all that much, but he was convenient and I…read morethought he was competent, though nothing more. However, every year I said to myself that this will be the last time I use him. His communication skills get a 0. He doesn't answer the phone or respond to messages. You may as well use the USPS to write to him because email doesn't work very well. This year I was in a pinch to get my taxes done quickly. I told him that before I sent my return. After 2 weeks, nothing. He didn't acknowledge receipt of my return (which was sent email) until I contacted him. He finally got back to me after 2 weeks (after leaving messages everywhere) to tell me it would be another week or two. My return is about as simple as they come. Making a long time customer wait for up to a month for a simple return is not good business. I finally fired him. John is a nice guy and I wish him the best. Hopefully, this review will enlighten him about customer service.

Baby was on the way, and our house was getting smaller. We loved our home, and did not want to…read moresell. But we did not have a substantial down payment for a 2nd home. Until MYRA Wealth advised us on a Cash-Out refinance. We could pull out some equity from our 1st home, enough to get a substantial down payment on a 2nd home and rent the 1st home for extra income.

I like to work hard and play hard. However, as a business owner, I'm mostly working hard but don't…read morehave the time to play hard. I hope to retire early, and play hard in retirement. I was re-investing all my income into the business, and forgetting to take care of my future. MYRA Wealth suggested I setup a SEP IRA, to sock away 20% of income. Hello early retirement!

They have really nice service at very affordable price. They provide me group discount for Tax…read morefiling, they have really nice offers of students and H1b visa holders. Tax filing process with then is very easy as they directly as list of documents to be submitted. They also have services where they explain how to invest, save money on tax, etc for immigrants.

My wife and I joined SFA about 2 years ago. Before then we knew very little about investing and…read morebudgeting, and we weren't very confident in our retirement plan. SFA has completely changed that for us, thanks to the personalized retirement plan that was set up for us. What was more important for us also was having someone we could reach out to as our lives continue to evolve, and I have to say they are very responsive and easy to get in touch with, either by email, phone or video chat, and in person. That truly makes all the difference. On a personal note, we are at a point in our lives where we own a home, considering selling, moving to another country, all while also planning to start a family. This is really stressful and daunting to say the least. But SFA has been there the entire way, answering our questions about what to consider regarding our finances, taxes, and everything else that comes a major life change like this. Highly recommend SFA and can't say enough good things. Thank you!

Mike Schupak repeatedly provides me with sound financial advice, approaching each investment…read moredecision as if it were SFA's own money. I consider Mike to be a trusted advisor who continually has my family's best interests at heart.

Jesus is great. We have been using his services for a few years now…read more He is super helpful and very available.

Jesus is a fantastic accountant who has a breadth of expertise and top-notch client service that is…read moresecond to none. Jesus goes beyond simple tax preparation by diving into strategic planning areas as equity compensation, small business planning, and real estate.

I was quite impressed with how knowledgeable and professional the staff is in this Chase division…read more I sat down with one of the financial bankers and advisors (Ronny and Alex) and they took the time to explain everything for me and gave me some ideas in how to better manage and invest my money. I've never had a problem in this place....

I was very impressed with the professionalism of the staff and speed at which I was attended to…read more Nirmala was very friendly and answered all my questions.The entire process of opening an account including getting the debit card took about 15-20 mins. The location too was perfect for me because its just a 5 min walk from my place!

Update for 2025 returns - year 12 working with Mike Goodside!…read more In addition to working with Mike for 12 years now, I have referred all of my friends & family members to Goodside Accounting - I hope this helps anyone looking for a new/better accountant to understand what a great job Mike does. Mike is thorough & very convenient with his online portal & Zoom meetings. Thanks as always Mike!

Mike is an excellent accountant. His professionalism, integrity and knowledge of multi-state tax…read morestrategies were quite obvious from the first year we worked with him. We are grateful to have him as our tax expert and would (and have) highly recommend his services.

Previous to coming to Sal, we were suffering with the worst accountant on the planet. We were…read morealways on payment plans because we always owed so much and we always seemed to be getting letters from the IRS about mistakes the accountant had made. Sal Grasso & Company were referred to us by a friend, and Sal is incredible at explaining everything clearly, and concisely--and to our shock, we actually got a sizable refund! First time ever! It's been a total pleasure working with him. The offices and other staff are great, too. We're totally happy --Best decision we ever made.

The best tax preparers in town! I'm so glad after years of…read moreswitching accountants, I've finally found the place that I feel good about sticking with. Working with them was such a pleasure, very friendly and knowledgable people. Highly recommend!

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more