My family and I utilized Shelton Financial Management for our Tax services for our taxes this year…read more And I must say the level of customer service and professionalism was very much appreciated. He valued our time and was efficient with the process. Thank you Mark

I have been going to Shelton Financial for many years now. The owner Mr. Shelton has always been…read moreprofessional and reliable. I have never been disappointed and always receive my refund in a very timely fashion. I also referred many other people to him and have never had a complaint. Affordable pricing and fast accurate returns. I definitely would recommend Shelton Financial Management over these large mainstream companies. Plus his help does not end once you have received your refund nor once tax season is over. Definitely cream of the crop!!

My CPA of ten years recently retired, so I went searching for a replacement in the area that would…read morebe convenient to where I live in Irondequoit. I found Ryan on the Better Business Bureau web site and gave him a call. I met with him the very next day and found him to be very professional, personable ,soft-spoken and down to earth. He's a great communicator and a great listener. He quoted me a very fair fee for preparing my NYS and federal tax returns and estimated they would be ready in two weeks. I week later, they were ready and Ryan took the time to review everything with me, answered all my questions and gave me some good advice on adjusting my withholdings for this year. I highly recommend Ryan without any reservation.

In violation of do not call rules, called me twice and used a name that only shows up on spam calls…read morein the message left twice. Will be seeking legal action for using dark web sources and calling in violation of do not call rules. I have never, and will never be involved with these people. Despicable behavior that suggest they deserve to go out of business. Also reported to the do not call registry and have listed them as spam at Apple and T-Mobile.

Stat away! I made the mistake of putting all my eggs in one basket. I was doing quite well on my…read moreown investment portfolio until...Brighton Securities. They pointed me in the direction of financial ruin. BS used intimidation and scare tactics insisting I sell all my investments, or I'll lose my money without purchasing dividend paying options. And like a fool, I entrusted them with my $$. All while utterly ignoring my gut! Normally I'm not one to be steamrolled or bamboozled. I will never financially recover from that wreck-less decision. I would be a much wealthier person for it. In hindsight knowing what I do now, I should've ran for the hills. Shame on me. I'd be a much more financially solvent person today poised for 2025 retirement. Too bad. So sad.

not an accountant or book keeper dont waste your time unless taxes is all you care aboutread more

Richard Gray, CPA of Gray Locey CPA, PC has been my accountant for over ten years, both for my…read morepersonal and business returns. He and his company have the highest professional standards. They are reliable and quick. I have referred friends and family to Gray Locey CPA, PC many times.

I never give yelp ratings but I found Paul stack so, knowledgeable, creative efficient and easy to…read moredeal with and very reasonably priced. this was not only individual taxes but he handled a large trust tax return for us and my brother sister and I are so impressed with him. plus his services are not just limited to Rochester NY as our taxes situation were in Conn., New Jersey and maryland. if you need any help, run - do not walk - and contact him. I swear I was not put up to write this - he doesn't even know I'm doing this review!!

Paul has got to be one of the most down-to-earth accountants that I've worked with - he is…read morefriendly, provides a useful client organizer that isn't intimidating, organized via an easy-to-access client portal, and isn't condescending or salesy like other accountants that I've worked with in the past. I would 100% recommend working with him and will definitely do so myself in Q1 of 2025 for this year's taxes. For reference, I had him to both my S-Corporation and Personal taxes this year - he is knowledgeable in both.

Had my initial appointment and it couldn't have been better. Knowledgeable and welcoming. Answered…read moreall my questions and provided excellent suggestions and guidance

I really cannot recommend them highly enough. They are professional, caring, attentive and…read moreefficient. They LISTEN to your situation/needs when selling or buying a house and are highly experienced, even with unusual cases. If you need a real estate attorney, you need Steve Kruk and staff!

John and his team at Southern Hills were so helpful when I was looking to save some money on my…read moreauto and home owners insurance. Not only did I save money but I was able to get better coverage overall. Insurance policies are confusing but John explained everything in detail so I knew exactly what each policy covered and what the cost would be. If you are looking for better customer service and to save some money definitely give them a call! You will not be sorry.

Fiona and her team are very knowledgable about insurance. They were able to answer all my questions…read moreabout my Home and Auto policy. Their customer service is above all. I truly feel I'm in good hands with the agency

Jim has been our insurance agent for almost 40 years. Thankfully claims have been few and far…read morebetween. The good news is that each and every time they were handled professionally, quickly, and efficiently. So, the deer that jumped out in front of us was a surprise, but the way Jim handled our claim was not.

Very helpful! Was able to get me great rates on MORE coverage for my renters! Always very nice and…read morefeels like a family more than a buisness