I never give yelp ratings but I found Paul stack so, knowledgeable, creative efficient and easy to…read moredeal with and very reasonably priced. this was not only individual taxes but he handled a large trust tax return for us and my brother sister and I are so impressed with him. plus his services are not just limited to Rochester NY as our taxes situation were in Conn., New Jersey and maryland. if you need any help, run - do not walk - and contact him. I swear I was not put up to write this - he doesn't even know I'm doing this review!!

Paul has got to be one of the most down-to-earth accountants that I've worked with - he is…read morefriendly, provides a useful client organizer that isn't intimidating, organized via an easy-to-access client portal, and isn't condescending or salesy like other accountants that I've worked with in the past. I would 100% recommend working with him and will definitely do so myself in Q1 of 2025 for this year's taxes. For reference, I had him to both my S-Corporation and Personal taxes this year - he is knowledgeable in both.

Super nice and friendly tax & accounting firm! I've been entrusting my tax preparation to PTA for…read moreover 6 years, can't say enough about Brendan & his staff!

I have been working with Perinton Tax and Accounting since ... yikes.. the early 1990's, and maybe…read moreeven before that. I don't even live in Perinton any more but I still trust them with my taxes from thousands of miles away. We do it all remotely and they do a great job! My mom uses them too. I do not hesitate to recommend Brendan and his team, they are wonderful..

In violation of do not call rules, called me twice and used a name that only shows up on spam calls…read morein the message left twice. Will be seeking legal action for using dark web sources and calling in violation of do not call rules. I have never, and will never be involved with these people. Despicable behavior that suggest they deserve to go out of business. Also reported to the do not call registry and have listed them as spam at Apple and T-Mobile.

Stat away! I made the mistake of putting all my eggs in one basket. I was doing quite well on my…read moreown investment portfolio until...Brighton Securities. They pointed me in the direction of financial ruin. BS used intimidation and scare tactics insisting I sell all my investments, or I'll lose my money without purchasing dividend paying options. And like a fool, I entrusted them with my $$. All while utterly ignoring my gut! Normally I'm not one to be steamrolled or bamboozled. I will never financially recover from that wreck-less decision. I would be a much wealthier person for it. In hindsight knowing what I do now, I should've ran for the hills. Shame on me. I'd be a much more financially solvent person today poised for 2025 retirement. Too bad. So sad.

Very professional and on time, perfect place to get your taxes done i recommend everyone to come…read morehere. They are patient and very respectful and clean. Rich Newman is the man to go to!

Richard at Insight is always a pleasure to work with and extremely competent and thorough - I…read morewouldn't go anywhere else! I always know that my family is in good hands with Insight.

I've been TurboTax-ing for years now, but my accounts have been pretty straightforward, so filing…read moreisn't bad However 2020 was a doozy. Not only did the pandemic happen, but I also bought a house and got married. So with filing taxes jointly and also with the new mortgage, I wanted it done correctly. Jason DeLaurentiis came recommended by a friend. He was pleasant and extremely knowledgeable. He made my wife and I feel at ease. He also discussed strategies to maximize tax deductions. Even though the service is more expensive than TurboTax, having the peace of mind of an actual CPA looking over my numbers was worth it. The tax savings he provided me by reminding me that I could still retroactively contribute to my HSA in 2020, easily made up for the extra filing costs In addition, Jason seems like an expert when it come to business consulting, acquisition and transition. So that may come in handy in the future.

I have worked with all of the professionals at this firm for many years, including Jason and Ben,…read morethe current principals, and they are extremely knowledgeable, professional and I can highly recommend them for any type of small business tax and review/audit work.

As a small business owner finishing my first year I worked with Alan Crouse for my taxes. Alan…read moreresponded in a prompt manner and provided excellent service and guidance at a very reasonable price. He also took the time to guide or explain anything I didn't not know. I would highly recommend McDonald Cointot Crouse LLP.

Trevor was fantastic to work with!! He was quick, efficient, and super supportive. Would highly…read morerecommend him to anyone looking for help with their taxes!

Trevor has been doing mine and my families taxes for years now. He's such a pleasure to work with…read moreand is a breath of fresh air compared to where I used to go (H&R Block). I highly recommend him for anyone filing their taxes for the first time, or those looking for a new tax accountant!

My family and I utilized Shelton Financial Management for our Tax services for our taxes this year…read more And I must say the level of customer service and professionalism was very much appreciated. He valued our time and was efficient with the process. Thank you Mark

I have been going to Shelton Financial for many years now. The owner Mr. Shelton has always been…read moreprofessional and reliable. I have never been disappointed and always receive my refund in a very timely fashion. I also referred many other people to him and have never had a complaint. Affordable pricing and fast accurate returns. I definitely would recommend Shelton Financial Management over these large mainstream companies. Plus his help does not end once you have received your refund nor once tax season is over. Definitely cream of the crop!!