I am warning everyone to stay far away from this firm. My fiancé paid over $800 for professional…read moretax preparation, yet when the IRS issued a time-sensitive CP2000 notice due to their filing, this office completely failed us. While Bruce Chan originally handled the file, it was handed off to Joann (who is not a licensed CPA) without a proper transition. This led to staggering negligence and hostility. Joann was incredibly unprofessional, repeatedly yelling at my fiancé over the phone. Most appallingly, when I called to provide information regarding my own taxes, she was extremely rude and hung up the phone on me before I could even ask a follow-up question. No "professional" should ever treat a paying client with such blatant disrespect. The lack of accountability here is stunning. On March 19th, after my fiancé waited over 10 hours for a callback, Bruce finally called at 7:15 PM and was extremely hostile. He actually claimed he was "losing money" on our case--after already accepting our $800 plus payment! He also admitted that Joann is not a CPA, yet she is the one handling sensitive IRS matters and being verbally abusive to clients. Furthermore, they were completely unhelpful in resolving document discrepancies. Rather than professionally guiding us through the IRS requirements, they were dismissive and "dragged their feet," forcing us to handle the IRS response ourselves to meet the March 27th deadline. They do not take their professional responsibilities seriously. Do not trust this firm with your money or your sanity. Picture attached of Joann's unprofessionalism.

Income Tax Savers is recommended by our trusted financial advisor. The office is clean and staff is…read morenice. I however, had a very unpleasant experience with our accountant Bruce. Me and my husband got some refund this year. I asked him about an estimate tax for next year. I am an artist, and being as an artist I would like to prepare if there might be a financial hardship next year. He made a comment that "you earn NO money so you don't need to put the refund as an estimate tax next year unless you start earning a lot more money". Is he trying to help me or what?? Honestly I don't know. I earn money but not a lot, apparently in his standard. To me it was a very disrespectful comment. I work hard as an artist all my life. He just doesn't know about it, I hope...

Can only address personal tax help, not business. In my opinion this is a 5 star guy. Easy to talk…read moreto and understand. Went the extra mile and set up a schedule and printed forms for estimated quarterly tax for 2026, a real time saver.

Horrible Experience. After moving to Long Island, my wife and I sought a tax professional to file…read moreour tax returns. Although John had some questionable reviews, I gave him the benefit of the doubt, and we filed our 2022 returns in March of 2023. Then, in the third quarter of 2023, we received a bill from the Department of Taxation stating that our NY State taxes were not filed. We attempted to contact John by phone, text, and email several times to address this matter. Our communication with John could have been better and more professional. Responses mainly included "I'll look into it" or "I'll get back to you". Finally, six months later, we resolved the matter. John opened an inquiry stating that we did fill in time, and the state dismissed part of the penalty. I still had to pay a small fee. I recommend steering clear of this tax consultant.

Wasted precious time during tax season emailing back and forth questions. Requesting highly…read moresensitive information, and kept adding to their estimated quote on cost of filing a tax return. After I mentioned living abroad, a question that they failed to ask and I had to mention. They at first said the estimated quote might be even higher than the current $800 quote for a W2 and a 1099-K! After days of waiting they emailed me back saying that "We are not going to be able to help you" AFTER they've TAKEN ALL of my personal and deeply sensitive information. This was confusing, as it is the first time I've ever been denied service by a business; without any explanation no less! I went in with such confidence, so it's been a huge bummer to have such a challenging experience, not only do I hope that my personal information has been deleted as per my request. It also puts me in a very difficult situation now of having to scramble to find another provider that can actually get the job done in a reasonable amount of time.

Sandy and her team are the best accountants we've had. She is very professional and thorough…read more We feel very comfortable leaving our taxes in her competent hands. The staff is equally helpful and courteous. In the past we've had accountants that did an incomplete jobs or were not current on new tax law. I wouldn't hesitate to recommend them.

Excellent. Courteous, helpful. In addition, Kelly is also courteous and knowledgeable. Good team!read more

I found this firm when I asked ChatGPT about accounting services for an S-Corp. I live in AZ and…read morewhen I called the number the owner, Michael answered the phone himself! He proceeded to spend about 30 minutes on the phone with me and gave me a lot of great advice and information. He arranged for his associate, Robert Sforza to contact me the following day and he did....right on time! I'm from NY and have been in AZ for 25 years, so I'm used to people working on "manana time", not this firm! They are punctual, organized, knowledgeable, friendly and have a great reputation. Robert was super helpful in giving me the instructions I needed to convert my business from a sole proprietorship to and LLC. I signed on with them to do my taxes. I'm thrilled that ChatGPT is so smart and referred me to the BEST in the BIZ!

Ed has been a lifesaver for us! Ed has been doing both our personal and business taxes since 2018…read more He helped us open our business and has continued assisting us in our daily needs as well as quarterly and annual tax needs. He has guided us throughout everything since we opened our business. Needless to say, we would be lost without him. He is a pleasure to deal with both personally and professionally.

Highly recommend Edward Helm as your CPA he is honest he does not rip anybody off without a doubt…read moreI'll continue getting my taxes done with Edward Helm!

I had an issue with my online banking & called customer service & in the middle of the call i got…read moredisconnected so I figured I'll get better help by going to the branch. I was greeted by Tyesha immediately with a smile & explained my issue. She was able to get my access to my online banking. She's the best.

Super friendly, helpful and professional service. I am so…read morehappy there is a local branch that focus's on customer satisfaction. Special thanks to Diana and Margie for helping me out this morning.