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    Conner & Associates PC

    1.0 (1 review)

    Services - Conner & Associates PC

    Accountants

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    5 years ago

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    Diamond and Associates - Our experts are friendly and knowledgeable.

    Diamond and Associates

    (1 review)

    mark jaffe cpa is a crook and theif . he did not do our taxes or fix the problem we orignally went…read moreto him for but had the nerve to charge us $1200 ge tour paperwork back. he charged $80 per email even when the email was a follow up to him not responding. he did not disclose pricing prior either. its sad that you cannot go to someone and trust them not to rip you off when you are new at something. he saw a vulnerable person concerned about their taxes and took advantage of the situation. once again the problem was not even fixed.

    From the owner: Our firm provides a full range of accounting services including the following:…read more* General ledger & financial statement preparation * Accounting system setup for new businesses * Personal financial statements * QuickBooks Pro Advisory Services We provide financial reporting on all three levels of assurance: * Audit- an intensive examination with the highest level of assurance * Review - some analytical procedures conducted with limited assurance * Compilation - based upon client information provided and used primarily for internal use. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

    Mind Your Assets - Lori Sweeney, Owner

    Mind Your Assets

    (2 reviews)

    Started off nice, and was excited to get help with my books. Within a month the owner/operator…read morebecame very disorganized and argumentative, and regularly failed to get back to me in a timely fashion. Red flags went up when they started making inappropriate comments like discussing other clients financial information or how she liked to 'fire' the clients she didn't like right before tax season. The final straw was when she attempted to change her costs after agreeing to a rate, literally yelling at me that 'I could afford it' and she deserved it. I opted to discontinue service and as a result my books are now being held hostage as they are claiming I owe a termination fee equal to three months service. I strongly advise people to stay clear of this individual and their company.

    This company came highly recommended to me by a friend who was using them at the time. Little did…read moreI know the misery we would both be in for. The company has one employee, the owner Lori, and appears to be a side hustle, emphasis on hustle. Everything was very professional at first and after agreeing on services and making my initial payment things went down hill. I regularly felt like I had to hunt them down for updates or get information. When I did call I would often get yelled at about how they were busy and how dare I call without scheduling an appointment. I found this absurd as I was calling the number she provided and was assured I could contact whenever I needed anything no problem. I should have run when this occurred but trusted my friend that Lori was good at her job and would have my books sorted and well maintained. Unfortunately, I have no idea if this was true, as I was informed in January that I was being fired for not getting them a Christmas gift, when I asked for my data I was told they had deleted everything and to f-off. I would be more upset with my friend but a similar thing happened to them. Currently exploring options, though I suspect the best thing to do is cut my loses and pray I never have the misfortune of interacting with Lori again.

    Conner & Associates PC - accountants - Updated May 2026

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