Mike Rubin (CPA) has been doing my (somewhat complicated) taxes for years. He is top notch and so…read moreinexpensive that I jokingly urge him to raise his prices. You can also talk to him on occasion during the year with a question without getting billed for such minor contacts.

Mike has been my CPA and doing our taxes for 25 years. He's knowledgeable and provides excellent…read moreadvice for a reasonable fee. Strongly recommend.

Michael has been my CPA for the last 5 years. Michael understood my concern regarding my business…read moreand personal assets. He walked me through all my questions on financial reports about my business and educated me on State and IRS forms. My personal reporting he was concise and professional on what was the best avenue for my assets.

I feel this Charter oak is always very friendly and accommodating. Even though it is small I enjoy…read moregoing in and the service I get.

Charter Oak Federal Credit Union is the worst. Do not bank here. This is the 4th time in a year…read moreI've been left without access to my account without explanation. Last time I was without a debit card for two weeks. They sent a replacement card to the wrong address. So they sent a replacement replacement card. Instead of cancelling the card at the wrong address, they cancelled its replacement. I like to keep my money local, but the ineptitude is not worth it. My debit card was just declined on a $3 purchase. After apologizing with embarrassment I called the 800 # on the back of the card because it's 5:07pm and the branches are closed. I was told that my card was reported as stolen. I'm literally holding it. Not that there was fraudulent activity, mind you. Rather that it was stolen. I indicated I did not file a report and asked if the rep could tell me who reported it stolen. Or when it was reported stolen. Nope. No info. So tomorrow I get to interrupt my work day, leave the office and head to a branch. And I get to wait for another debit card to be mailed and *fingers crossed* hope they get it right the first time. Then, yet again, I get to update all my accounts: Netflix, Ipsy, etc etc etc etc. I can't wait to receive a payment declined email a month from now from a company for which I forgot to update. So much unnecessary hassle and frustration. Not. Worth. It. Closing my account and finding a competent credit union ASAP.