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

Five star service . Daily emails of credit update. Great communication. Online website very easy to…read morenavigate. Great customer service . Credit improvement since start date.

I'm going to start off by saying that I have Puerto Rican credit and if you do not know what that…read moreis it is worse than bad credit! I have worked with other companies in the past and I have never had anyone be so hands on and extremely coaching with me before like this company has. I have canceled previous companies in the past after only one to two months but I can see myself keeping this company for a long time coming. I love all that I have learned so far and I know that my credit is no longer going to be Puerto Rican credit! After a couple of months I'm going to post another review just to give you an update as to how it's actually going. In the meantime I am so excited!

I had a great experience with Capital Preservation Partners and I was able to easily set up my…read moreretirement account with them. I sat down with Michael and Leo to discuss my finances and my financial future, and what I could be doing to secure a path for a happy retirement. They are very friendly and very knowledgeable.

From the owner: Capital Preservation Partners are Investment advisors that understand life is unpredictable and…read moreeveryone person has their own specific financial circumstances. That is why we take the time to personally know our clients and form a tailored financial plan for them.

I called Michael Sheridan from Chicago on behalf of my parents, who were looking to sell off some…read morestocks but were unsure about the process. The office manager took a lot of time explaining everything for me so that I could relay it back to them. I also did some background research, which is easy enough with the internet, to make sure the people in this office are qualified. With close to 30 years of experience, I felt good about sending my parents there. Despite my advice of making an appointment ahead of time, my parents drove out there and basically called when they got to the office doorstep. Despite this, Michael was extremely welcoming and offered to take care of them on the spot. Again, very friendly and thorough in terms of making sure that my parents understood the process and were satisfied with the service. With all of the online trading services, it has become increasingly harder to find good service at a brick and mortar facility. Thank you to Michael and Paola for a pleasant experience.

Jo-Ku has provided tremendous support in navigating my taxes last year. My employer company had…read morejust went through a merger and had a complicated conversion of my ESPP with tax implications. Not only just for taxes, Jo-Ku has also helped guide me through a few personal finance decisions as well. He is always very pleasant to talk to and makes the whole tax process easy to understand, a true professional!

Jo ku became more than my CPA; he has became my friend. He sincerely tried to benefit me more, and…read morereally treated me like a friend, not just a random client. At the same time, is very professional. 5 stars arent enough to represent how much i appreciated his services.

I've been banking with Tompkins for several years and have nothing but wonderful things to say. The…read morebranch staff are awesome.

I just finished standing inside of Tompkins bank with three tellers, and for 10 minutes no one…read morehelped me, the only saving grace is when I first walked in, She said someone will be with you in a minute, diabolical.