Why am I recommending a CPA? If you have received your certified letter from the IRS, then read…read moreon. Lori Locey defended my business and personal interests in a recent small business audit by the IRS. Since I live in Chicago, it may seem like a strange decision to go out of state for assistance, but it turned out to be brilliant, because of how Ms. Locey handled the IRS agent. Because of my out of state representative, the local agent had to jump through procedural hoops to request information, and Ms. Locey made sure he toed the line with each inquiry. This made it difficult for him to dig deeper and further. She made sure the agent knew the burden he represented to my business, and made sure every request was presented in a complete way to him, to minimize interaction and work for me. In the end, he curtailed part of the audit (the expense side) because of Ms. Locey's persistence with him in asserting my compliance efforts and good intentions. My best advice: do not go it alone! My next best advice: get an experienced CPA like Ms. Locey to protect you!

I have always has a good experience with Stacy preparing my taxes for the last 10 years!…read more Conveniently located at four corners in Williamson, there is plenty of parking in the back! She has completed both mine and my husbands taxes the past few years, always in and out in under an hour, and for less than $100 bucks each. Better than going to a mill to have them done, and a lot more personal! Highly recommend!

That time of year again to belly up to the tax place and file your taxes. I know it's not fun at…read moreall but Stacy is our girl and she has been doing our taxes and my in-laws taxes for years. She's very helpful friendly and professional. I was doing an online tax software before and hoping I answered all the questions right so the IRS wouldn't come and break my legs. This is much better by far. Having the piece of mind that your taxes are done right is a no brainer.

My organization needed an accountant to review a complicated situation on very short notice in the…read moremiddle of tax season. Fortunately, we were able to locate Ken Hall, CPA with Conlon. Ken was able to take on our task and complete it under a bit of pressure and deliver his report. It also involved giving his report in front of a State agency in a meeting with our group and others. Ken did an excellent presentation. We were very pleased with all he was able to put together in a sort period of time at a busy season for a CPA. He showed considerable knowledge especially in the area our organization especially needed. We are very pleased with Ken and Conlon CPAs.

Has been working with Kevin for several years, and he leads a wonderful team. He knows his work…read morevery well, and helps us understand the tax filing process. His team is so efficient and responds to our questions within the day or the next. Strongly recommend!!

My CPA of ten years recently retired, so I went searching for a replacement in the area that would…read morebe convenient to where I live in Irondequoit. I found Ryan on the Better Business Bureau web site and gave him a call. I met with him the very next day and found him to be very professional, personable ,soft-spoken and down to earth. He's a great communicator and a great listener. He quoted me a very fair fee for preparing my NYS and federal tax returns and estimated they would be ready in two weeks. I week later, they were ready and Ryan took the time to review everything with me, answered all my questions and gave me some good advice on adjusting my withholdings for this year. I highly recommend Ryan without any reservation.

I went to Manny for assistance with 2 years of taxes for myself, and one year for my mom. I also…read moreneeded insight on an issue with my 2021 return. Manny was incredibly helpful. He took time to call the IRS with me, and with his help, I actually spoke to a few representatives! (If you've ever tried to call the IRS, you know that's basically a miracle). This problem wasn't related to either of the tax years Manny was filing for me, but he was still willing to help. I was nervous about cost since I've never visited a tax pro before, but he charged less than $200 per return. His expertise is definitely worth the price! 5 star service

OMG .Beware,arrogant owner. inept bookeeping. talks over you while you are trying to discuss your…read moreintended deductions, over priced, beware. drove in from north Greece to Brockport when I could have went to their closer location which was not mentioned in the pre conference call. terrible bedside manner.

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.

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.

Jean was my CPA for nearly 20 years while I lived in the Rochester NY area for my small businesses…read more I would have engaged him for my company longer if I hadn't moved out of the country. I definitely recomend Mr. Thibodeau for a wide range of Certified Public Accounting services.

Jean has been my CPA / Accountant since I started my own small business in 2003. I used to live in…read moreRochester, NY then moved to Brooklyn, Manhattan, and now in my second home already in Los Angeles. He is able to handle out of state taxes and the rule for NYC and LA, which I'm sure are a hassle. A friend of mine was told to get a local LA accountant, after her second appointment the acct said, "I don't know if I can do this." WHAT! I'm sticking with Jean! Always prompt to return phone calls and emails, often within a few hours. I'm able to mail all my paperwork to him and he sends it back for the signatures and has debit/deposits go into my bank account. He will see in person, but at least for me the commute is killer! Plus if you go to his office you get to meet the moral team. Another plus, Jim, his assistant can sign (ASL). Professional, fast efficient, at the right price and great office staff. He works out of his home, but don't let that deter you. He's got over 15yrs experience. Updated Link to website http://www.jeanthibodeau.com/

We did our tax return both personal and for my small business and Mr. Spencer was amazing. The…read moreprocess was quick and very easy. All the process was done online and when we had questions Mr. Spencer called at phone. We are working with the firm to form a new business and we can't be happier. Last but not least the price that we paid was very fair. You can't go wrong with Sun Lion Financial Group