Steve has been filing taxes for my family as long as I can remember. This year, I was fortunate to…read morehave Steve file taxes for me and was very impressed with his professionalism and urgency for making sure that it was done in a timely manner. Additionally, Cassie has been terrific. Whenever I had a question, Steve and Cassie were responsive, and ultimately, they worked together as a great team to make sure that I didn't have to stress about my taxes. Keep up the great work!

Steve is one of the BEST in Orange County, NY. He is honest,…read morefair and gets the job done on-time. We always have nice conversations when we meet. Looking forward for many more years of working together. Thank you!

He is attentive to his client's needs. He is personable with good manners. He meets my…read moreexpectation.

From the owner: Welcome, I'm Noel Spencer, a financial advisor in Goshen, NY. We understand that individuals face…read moreunique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

I called after hearing radio commercials, I had a medium tax problem…read more I had called optimum and said they wouldn't take my case it wasn't large enough for them . I also spoke with tax debt relief who basically was hard selling me, had workers call me constantly looking for me to sign with them. I contacted Jerry Rossi discussed the situation and before I could say any more, he said I don't want to take your money, contact the I.R.S and discuss the situation. I contacted the I.R. S and they gave me plenty of time to straighten out the debt. Thank you, Jerry

Mr. Rossi did several years of my taxes that were overdue. I'm a terrible procrastinator and he…read moremade it as painless as possible. He made it extremely easy to get my back taxes done. Recently, I had one year of taxes that were complicated because I had moved out of state. I contacted Mr. Rossi and he again helped me above and beyond what was required. My interactions with Mr. Rossi have been very friendly. He is extremely helpful and treats you as a friend instead of it just being about business. I highly recommend Mr. Rossi.

Unfortunately, I have to be honest and give this firm a "mixed bag" review. On the bright side,…read morethey are quite intelligent and they prepare returns very professionally. On the down side, if there's any way they can postpone filing a return, they will find a way to do that, too!

They prepared my 2016 tax return and I got a lot more back than I expected. They filed it very…read morequickly and the refund was direct deposited to my account by mid-February. I'm very satisfied by that.