I'd been doing my taxes through Turbotax for years, and finally this year my taxes were too…read morecomplicated so I decided to go to a professional. I'm so glad I did. John is thorough, calm, and very detail oriented. He went through my previous tax returns and found deductions that I didn't even know that I missed. He sorted out my taxes without judgement or snark. He also gave me great advice on healthcare and my upcoming tax year. Just a great guy. I'm happy to have him as my new accountant.

John is amazing. I found him on a list for EA agents. Prior to this I was having my taxes…read morecompleted in NYC. John has found ways to save me much more on my taxes. He is very detail oriented and when you are there you don't feel like you are being rushed (the NYC firm was crammed and I didn't feel like they were actually listening to me). If you want a Tax adviser that actually cares about you and your finances than I suggest you go with John. Within changing my careers he has also provided me with insight on my taxes (it is not as straight forward as before). My husband has a small business and John also has provided a lot of sound advice for him as well. We just got married and he was helpful with joint filing too. Last thing... He is a really nice guy.

Jay is without a doubt one of the most savvy and detail-oriented professionals I've ever had the…read morepleasure of working with. He really cares about his clients and goes above and beyond to find solutions to issues they may have not even thought about before they come up. He is definitely someone you want in your corner!

Jay is great to work with. He is very clear and helps you understand financial lingo. I highly…read morerecommend working with him.

Neil Pacifico knows his stuff. He was very helpful in answering all our questions. His response…read moretime is very quick. I would highly recommend him.

Neil Pacifico is the BEST at this Location hands down he is a tremendous asset to this accounting…read morefirm. I will not deal with any other accountant on Staten Island.

My wife and I joined SFA about 2 years ago. Before then we knew very little about investing and…read morebudgeting, and we weren't very confident in our retirement plan. SFA has completely changed that for us, thanks to the personalized retirement plan that was set up for us. What was more important for us also was having someone we could reach out to as our lives continue to evolve, and I have to say they are very responsive and easy to get in touch with, either by email, phone or video chat, and in person. That truly makes all the difference. On a personal note, we are at a point in our lives where we own a home, considering selling, moving to another country, all while also planning to start a family. This is really stressful and daunting to say the least. But SFA has been there the entire way, answering our questions about what to consider regarding our finances, taxes, and everything else that comes a major life change like this. Highly recommend SFA and can't say enough good things. Thank you!

Mike Schupak repeatedly provides me with sound financial advice, approaching each investment…read moredecision as if it were SFA's own money. I consider Mike to be a trusted advisor who continually has my family's best interests at heart.

I had an awesome experience with story tax & financial services . any questions I had she was able…read moreto explain to me and took her time with any concerns I have very professional with her line of work and made me feel I can trust her with personal information where I don't trust no one not even my momma jk...I would highly recommend her services if u want a professional , worry free, smooth, experience

Story Tax & Financial Services has been the most phenomenal tax prep experince I have ever had in…read moreall aspects. My journey in filing my taxes has always made me feel uneasy until now. When I first began, I had my mom do my taxes with her tax preparer and I did not understand the process of how it was done and her tax preparer would process it wrong at times stating I owed money when I didn't for example. So after that frustration I decided to get help from a friend and they were not completely clear on how to do it and one does not get their highest refund. So then I finally decided to invest in a tax preparer myself last year. I choice H&R black because it was close and I wanted to go on person. I paid a high price only to leave feeling confused about how my taxes was processed. I did not feel comfortable to ask as many questions about what was happening on the screen because when I would, the preparer would quickly answer and then change the subject to ask me questions regarding my personal life. I left feeling like I had not understood the full process of my taxes filed, I did not get my questions answered concerning my other taxes, and I was not taught how to navigate the profile that I had online despite it was in person. Now coming to Story Tax was such a different experince. I was hesitant at first because it was not close and the service was not in person but it was the best choice I made. I left feeling like I understood how my taxes was processed, all my questions was answered, I was instructed on how to use the website over a phone call, when I got out he website it was super efficient and easy to navigate (it felt like when you trying to get somewhere and you don't even have to wait for the train). On top of that I got the highest refund and the customer service from Jessica was outstanding. She is transparent, focused, professional, patient, respectful, and fantastic to work with. She is informed and knows what she is doing! Hands down, highly recommend. My loyalty is sealed!