I use the services of Joseph Marino financial adviser at Schneider…read more He is amazing at his job, professional and does what is best for his clients. I was extremely impressed with his knowledge and experience and how he explains the options in great detail. He clearly knows the meaning of fiduciary. I highly recommend him.

From the owner: Schneider Financial Group provides individual tax services, business tax services, payroll…read moreservices, and business advisory services to the Mahopac, NY and greater tri-state area.

Best service! Tom and Chris are fast, super nice, thorough and the most knowledgeable tax guys…read morearound. Got my refund 1 week after sign off for the last 2 years - can't beat that!

From the owner: Local tax preparation experts for over 30 years.read more

I used Mr. Bloom for my tax returns since 1995. for years he used to drive to our house, it had to…read morebe at least a 30 min drive, because we had young children. I found him to be accurate, work done in a timely manner, If I called someone picked up or they called back in a reasonable time, price was very reasonable, he gave great free advice and he's a very nice guy. I hope he stays in business forever. thanks Mr. Bloom and Staff.

Lee Bloom has been our accountant for several years. One year we were audited due to suspicious…read moreclaims. I contacted Mr. Bloom and asked what do I need to do. He said nothing and he will take care of it. I said okay and asked for a follow up. Two weeks passed and I have not heard from Mr. Bloom. I called to follow up on my status and Mr. Bloom said he forgot to mail my receipts (he did not take care of it). Mr. Bloom said he will take care of it in a week and to relax the IRS won't do anything, the worst case I'll have to pay. Again, I trusted Mr. Bloom and waited another 2 weeks!!!!! I called Mr. Bloom AGAIN and he left a message. It took him 2 days to call back. He said he mailed in the receipts. One month later I receive a letter from the IRS stating I owe more money since I did NOT respond to their letter. I called Mr. Bloom again and showed him the letter. His response was, "I mailed in the receipts what do you want from me." I called the IRS myself and spoke with someone, he assisted me on what to do and I was going to mail the receipts myself. I called Mr. Bloom and asked for my receipts back. Mr. Blooms response was in a harsh tone and said he mailed on the originals and DOES NOT have any receipts!!!! In a panic, I called the IRS, they said NO ONE mails original receipts and where did I find my accountant? As a result I had to fish for most of my receipts and had to pay a higher fine. Mr. Bloom showed no interest in working with us, it seemed that once he received our money, he was finished working with us.