I have been coming to Maximum Return for a dozen years now. Chris Golden is a really great guy and…read morehe has an excellent, caring team working with him. He is always willing to take the time and help explain your return. The filing system he uses is fast and accurate. Chris has even able to help with any off season tax questions that I have had. I don't think I'll ever go to anyone else.

From the owner: Stimulus Payments, Advanced Child Tax Credit, Unemployment Refunds - No one does it better than us!read more

Huge SHOUTOUT to the greatest Tax prepares anyone could ask for. I have doing repeat business with…read moreEric, Michelle and Family for 15-20+ years (time has flown by) and each year I HIGHLY RECOMMEND them as they are experienced, budget friendly, down to earth and family friendly. I have never had an issue with getting mine and my families taxes done each year, even reaching out to ask questions is easy and every year THEY HAVE DONE RIGHT BY US!!! Once again, it's that time of year to sing the praises of some AMAZING PEOPLE and how they help maneuver within the world of TAX SEASON with ease. Please do not hesitate to reach out to them for help and cost friendly (dont forget to mention that I referred you via Facebook)

Eric and Michelle were beyond helpful this tax season. I usually file my own taxes online through…read moreTurboTax but I did just start a new job last year and make significantly more money. This March, TurboTax estimated that I will owe $7,000 in taxes!!! I then went to Long Forms Short Forms desperate for tax help and Eric and Michelle were able to get me a return! Needless to say I am beyond thankful. I highly recommend this place and will be back next year.

Good news: They got me the highest refund compared to TurboTax, this explaining the 3 stars…read more Bad news: After filing my taxes, I received email and messages offering me a refund advance; I applied online for the advance and was "approved" for an advance- I was excited, all the things I could do for my family sooner than later; I "accepted" the advance and was then told I had to see the Jackson-Hewitt desk at the local Walmart Store. So I make an appointment in good faith. I do into the Dewitt Walmart and am directed to the Jackson Hewitt Desk next to the bathrooms / stockrooms. The tax preparer, who was polite, intelligent and a victim of his own companies mistakes, informs me (while over-hearing the dis-grunted employees and customers in and out of the bathroom) that there is a "disconnect" between Jackson Hewitt online tax filing and Jackson Hewitt direct filing. He says I have to pay hundreds of dollars to re-file my taxes then MAYBE I could get an advance on my refund. Their email / messages are misleading to the point of being fraudulent. They wasted my time and disrupted my work and upset me!!!!!. I am going to report them to the BBB.

Excellent work and advice and service. I recommend him and his firm. He has served as our…read moreaccountant for several decades. Hal Garman

Have been using Mario for accounting, payroll and investing and he has helped me so much over the…read moreyears with accounting advice and business advice. If you're looking for personalized service, he's your man!!

I have never filed taxes with H&R block before so I thought I'd give it a try. Last year, I did it…read moreon Turbo Tax (which was cheaper to do) but I wanted to go to a professional this year because I had more loan paperwork and more employers. I felt like my case was slightly more complicated than it was last year and I didn't have the mental brain power to sit down myself and decipher all the legal lingo on my own. I made an appointment online for the next day and that was super easy to do. I had an appointment with Jerry and he was ready for me as soon as I stepped in. He took time to explain things to me and threw in a few jokes here and there. It was a pleasure working with him. He has had 17 years experience in this field and has a PhD. I felt confident in his hands. The process took around 40 minutes and cost $198 (double what I paid to do it online by myself last year). Do not forget to bring your ID and your checking account number and routing number! There is plenty of parking at this location. The interior is very clean, warm and professional.

From the owner: At H&R Block, we provide tax services for individuals, families, and small businesses in Syracuse,…read moreNew York, as part of a nationwide network of local tax offices. Our local tax professionals can help you prepare and file tax returns, answer tax questions, and find you every credit and deduction. We know taxes can be challenging on top of your regular schedule so support is available by walking in, making an appointment or dropping off your documents at our office. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents. Visit your local Erie Blvd E office to connect with a tax professional.

I give my highest recommendation to Rick Urciuoli and the wonderful team at Summit Planning! They…read moremanaged my mom's retirement accounts and protected her nest egg through decades of turbulent times including the 2008 banking and housing crisis all the way through to her passing last Thanksgiving. When I became my mom's power of attorney in 2019, Rick and the Summit Planning team gave me invaluable advice in how to plan for my mom's last years. I was always met with professionalism, warmth, and expertise. What really stood out to me was their attention to detail and commitment to ensuring I fully understood every aspect of the plan. They made complex concepts easy to grasp and gave me the confidence that my mom's financial future was secure. I never felt rushed or pressured, and the level of care they showed throughout the process was exceptional. The team is incredibly knowledgeable, and they genuinely care about their clients. My mom and I could not have succeeded in providing the great quality of life she enjoyed without the Summit Planning team. Thank you, Rick, Heidi, Darla and Kandy, for your outstanding service. --M.F

I had a very bad experience with Richard Urciuoli, President and CEO of Summit Planning Group, Inc…read more of Syracuse, New York. Mr. Urciuoli, in my opinion, exhibited deplorable behavior during a routine status review meeting. With no intended provocation on my part, Mr. Urciuoli suddenly lost his composure, went into a tirade complete with profanity, threw me out of his office and told me to take my money with me. At one point, his behavior became so unruly that he lunged across the table and snatched back a pair of complimentary planner booklets and pens he had presented to me moments earlier. All of this discourse was within earshot of other employees, via an open conference room door. I know of nothing I did that could have triggered this outburst. When the incident occurred, my accounts, my life's savings, were immediately placed on inactive hold and no guidance was provided as to how I should proceed going forward. I was briskly ushered out the front door, seconds after the outburst subsided. I was forced to stop everything I was doing and to seek alternative financial assistance, at a very inopportune time for me. Closing multiple accounts proved quite expensive and the effort required on my part was significant. All of this was unanticipated; brought about instantly by Mr. Urciuoli's inexcusable outburst. The Certified Financial Planner Rules of Conduct and Code of Ethics expound on the virtues of dignity, professionalism and courtesy toward clients. I believe Mr. Urciuoli's behavior toward me fell far short of any and all professional standards.