I have been stressing out over my 2018 taxes way before 2018 was even over. LOL.. It was my first…read moreyear of electing as an S-Corp. Majority of my income was coming in under my business with no taxes being deducted so I knew I had to pay. I was pretty sure i was going to owe like 10k :( .. I chose OG bc of the great reviews (thanks yelp!) Before going in I was actually nervous and a bit ashamed bc as an adult I have know idea about taxes yet I decided to elect as an S-Corp lol. Then I finally came in & was seen by Eli. Here are some highlights of my experience: Eli is very knowledgable and is able to explain everything easily so that people like me who feel like taxes are a foreign language can understand. I came in assuming I was going to owe so much bc I had no idea what I was doing or how taxes even worked.. but Eli answered all of my questions with patience even though I know I was probably asking the same question over & over lol. Now for 2019 I will not be stressed! Eli also shed some light on things I had no idea about like how putting money in an IRA can really help to save on how much I owe in taxes, and how I need to go ahead & pay estimated taxes twice a year, and other business related matters that as business owner i needed to know & did NOT beforehand. Before your appointment they give you this great "tax planner".. it pretty much lists out everything that you can & should be writing off on your taxes & allows you to put in the totals. This was so helpful.. it really helps you organize everything. I called with a question & was quickly directed to Eli which was nice bc I thought I was going to have to email or wait for a call back, etc.. Jane at the front desk is also very helpful, polite & accommodating. Overall, I highly recommend. Especially if you have no idea what you're doing bc I know I cant be the only one. I left feeling so much better & at ease after it was all over.

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.

I used Ms. Martinez's mobile notary service when helping my 98 year-old uncle sign some important…read morepapers in his senior living apartment. It was the first time I ever used a mobile notary and was not sure what to expect. I was delighted to meet Ms. Martinez who immediately put both me and my uncle at ease. I was not only impressed with her extensive knowledge of eldercare law and the degree of her professionalism, but I also admired her genuine respect and care for the elderly, for her great patience and integrity. She took the time to explain all of the paperwork to my uncle, answered his questions and made sure that he was comfortable with the documents and the process. I found her to be very experienced and well-informed about legal issues and she combines her knowledge with the ability to explain and clarify these issues to others in a clear and lucid manner. She is so much more than the ordinary notary public. i am happy to learn that she also offers consulting services in business and financial matters. Although I have never used these services, she seems to be well-suited to help people understand their situations and to explain to them their options.

From the owner: We at Martinez Consulting Services provide a wide range of professional services for businesses and…read moreindividuals struggling to achieve success in their endeavors. Our services include, but are not limited to: Business consulting for first time entrepreneurs struggling with success and development of their business. Make sure your business is in compliance and you have all the permits and licenses necessary to run your business smoothly and legally. Credit consulting for businesses looking to establish a business credit file separate from their personal credit file, as well as for individuals looking to repair their credit, learn new techniques and steps to improve financial stability and build their personal credit file. We assist in debt settlement and negotiation with credit bureaus, creditors and collection agencies. Professional document preparation and paralegal services are also available. We prepare all kinds of documents for you, like uncontested divorces, name changes, le

I have been banking with USalliance for 6 years and i have to be honest. They are different then…read morethe big banks (citi,chase or banc of America) as a major credit union, they are a big player in the field. The savings and checking rates offer higher APR, you can also get credit cards, my favorite is the 12 month certificate of deposits which provide a lot of bang for your dollar. The standard savings account offers a high yoeld savings rate, currently paying 3.053%. They have an actual brach in the Bronx, but i dont mind banking online and over mail when necessary. I have my entire family banking with them, most people dont even know about them. You dont loose anything by checking them out usalliance.org The customer service is veey good, attentive and they are thorough when dealing with customer over the phone. I will say that they should allow customers to conduct large dollar amount transfers from one bank to another, they have a cap at $5k. Trying to put a down payment on a car for $8k and they would not make an exception for me as a long time customer. Had to do 2 different transactions to complete the down payment. They told me to goto the branch and get a cashier check but that defeats the online services. The other option is to pay a fee $35 and tou can make a transaction for whatever dollar amount you want. My other bank does not charge a fee to transfer in between banks or accounts and i am able to transfer without ANY fees.

I frequent the Bronx Branch, and the entire USAlliance team is amazing. They constantly…read moredemonstrate courtesy, professionalism, and they always make sure my financial needs were met. They open on time, and greet you with a smile. They exercise the level of customer service that we as customers, have come to appreciate. I must say thank you to Dina, the CS Rep. who assisted me in navigating the website to write this review......Dina was patient and professional. Many thanks to each of the USAlliance Team.

We have worked with Chris for several years for both our personal and business tax filings, which…read moremakes this year's experience even more unacceptable. Despite numerous emails, text messages, and phone calls leading up to the tax deadline, we received no response. Our taxes were not prepared or filed on time, with zero communication or warning. After the deadline had already passed, Chris contacted my husband stating that our return had "slipped through the cracks" and assured us it would be completed that same night. It was not. What followed was even more concerning - continued silence. Multiple follow-ups from us went completely unanswered, with no updates, no delivery of promised documents, and no accountability. Failing to meet a critical deadline is already a serious issue. Failing to communicate with clients before and after that deadline is inexcusable. This was not a minor oversight - it reflects a fundamental lack of professionalism, reliability, and respect for clients. We had trusted Chris for years and referred several friends and family members to him. In hindsight, that trust was misplaced, and those referrals are something we now deeply regret. Based on our experience, we would strongly recommend taking your business elsewhere. We no longer consider Chris to be a reliable or trustworthy professional.

do not do taxes with this guy, put my son income social security to another client. he did not even…read morenotify me. just an apology afterwards. I still waiting from the IRS.

They need to start opening the bank earlier then 9 am. TD removed the atm access after 9pm. Td also…read morestopped giving out debit cards in banks. Almost all the conveniences they initially offered has been taken away. It's annoying when you don't have the average 9 to 5 job.

Horrible, long line and a lot of employees walking around doing nothing. ATM not receiving depositsread more

I just got off the phone with Kaya after inquiring about a personal loan and she helped me shift my…read morefocus from asking for outside help to capitalizing on my own set of skills and worth instead. What I expected to be a 10-minute conversation about qualifying for a loan turned into an hour-long chat about my background, skills, and current financial situation that led her to recommend that I start looking for opportunities to earn more $ rather than digging myself further into debt with a huge loan. It was also refreshing to hear her take such a holistic approach to my situation after being on the phone with loan agencies who had no advice to offer other than the possibility of maybe getting a high-interest loan. When the time comes, I look forward to sitting down with Kaya to plan my financial future and I recommend her to anyone looking to do the same and realize their worth!

Kaya was fantastic in the hour of financial advice I received for my situation. She is a great…read morelistener, empathetic, knowledgeable, and very nice on top of it. I highly recommend her to someone who wants personal financial advice instead of trying to figure it out on your own online.

I'm having the BEST experience with AltoCredit. I was skeptical of any "credit repair" company but…read morehere I am after few months and my credit score has increased over 100 points. I'm very fortunate to be working with Randolph who has been very transparent and is very responsive. The service is extremely affordable for the reward of financial wellness.

From the owner: AltoCredit Advisors LLC is a company composed of a team that is meant to help clients repair their…read morecredit, not just efficiently, but also quickly. Our team works diligently to help gain back a competitive edge with their credit report and credit score. We develop a tailored step-by-step plan to work with Experian, Equifax and Transunion to rectify erroneous, misleading, outdated, fraudulent negative items from these bureaus. Clients will receive step-by-step guidance to rebuild, and establish new credit. AltoCredit Business gives business owners a team composed of an AltoCredit Advisor, a certified lending officer, and a certified credit expert to give them step-by-step guidance to establish business credit and access to lending simultaneously. It is a proven process that allows business owners to gain a competitive edge with their business without using personal credit.

June is a very knowledgeable, experienced and amiable financial advisor. He's a great listener and…read morecan breakdown complicated financial processes into simple understandable terms. He really cares about his clients and their portfolios. He stays up to date with the latest financial happenings and is always on the lookout for opportunities that his clients can take advantage of. He is not pushy by any means and lets YOU decide what direction to take. His easy going, friendly style is what makes any meeting or phone conversation pleasant. If you are a first time investor or wish to increase your portfolio's value, June can help you achieve your financial goals with expert advise.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

use another cpa, this guy is a walking turbo tax for the same price. Once your taxes are done good…read moreluck getting a hold of him to ask questions later.

This is my fifth year working with Liebert and Associates and, as always, they are so wonderful!…read moreVenise Maybank is amazingly supportive, I always get nervous around tax season, but she was incredibly comforting and professional. She is always super responsive, incredibly informative, and even pointed out things my spouse and I didn't notice with our Roth IRA! Thank you so much, Venise! Much gratitude to Brian Liebert as well, over the years, Brian has been a great support as well. He has given me so much good guidance on how to manage my finances better and I'm in a much better place thanks to him. He has a wealth of wisdom and a kind heart. Thank you Brian, and looking forward to many more years with your team!

I was rejected by the Company on the basis that the Company does not handle audited tax years…read moreprepared by others. That was NOT the purpose of my outreach. I have several years of unprepared returns and am also looking for preparation of my 2025 return. It appeared that this message was sent to me by someone in office administration, not any actual preparer. Understanding my purpose in contacting this company is essential and was completely misconstrued. I would like to hear back from a principal of the business to confirm one way or the other of the Company's ability to work with me.