I've had the pleasure of working with Garrett for about a year now, and it has truly been an…read moreincredible experience. I approached Garrett in late 2020 after a tumultuous previous 12 months. I had been laid off due to COVID and simultaneously incurred an enormous sum of medical bills on top of my typical monthly expenses. Naturally, I waited until things hit rock bottom before seeking help, but I'm so fortunate to have come across Garrett. He has the innate ability to show empathy but is also a straight shooter because he doesn't sugarcoat things. Rather than emphasizing the mess I was in, he quickly provided a bevy of solutions that we tackled in tandem one by one. It was an emotional rollercoaster, and I often joked that I should be giving Garrett a co-pay since he acted as a therapist throughout the process. Fast forward to the present day, and I've done a complete 180 financially, professionally, personally, and all of this has contributed to a happier life. I honestly couldn't have reached this point without Garrett's kindness, expertise, and can-do attitude. I look forward to continuing my growth with Garrett and recommend him to anyone looking to hone their budgeting and financial planning skills.

Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

Patrick has been an absolute pleasure to work with so far. He takes a lot of time to understand…read moreyour family's goals and needs to create a customized and holistic plan that can grow as you do. He explained everything very concisely and made sure to adjust according to any feedback or concerns we had. Financial literacy is definitely an area that is not my strong suit, but I feel way more confident with the plans that Patrick set up for us.

I have been stressing out over my 2018 taxes way before 2018 was even over. LOL.. It was my first…read moreyear of electing as an S-Corp. Majority of my income was coming in under my business with no taxes being deducted so I knew I had to pay. I was pretty sure i was going to owe like 10k :( .. I chose OG bc of the great reviews (thanks yelp!) Before going in I was actually nervous and a bit ashamed bc as an adult I have know idea about taxes yet I decided to elect as an S-Corp lol. Then I finally came in & was seen by Eli. Here are some highlights of my experience: Eli is very knowledgable and is able to explain everything easily so that people like me who feel like taxes are a foreign language can understand. I came in assuming I was going to owe so much bc I had no idea what I was doing or how taxes even worked.. but Eli answered all of my questions with patience even though I know I was probably asking the same question over & over lol. Now for 2019 I will not be stressed! Eli also shed some light on things I had no idea about like how putting money in an IRA can really help to save on how much I owe in taxes, and how I need to go ahead & pay estimated taxes twice a year, and other business related matters that as business owner i needed to know & did NOT beforehand. Before your appointment they give you this great "tax planner".. it pretty much lists out everything that you can & should be writing off on your taxes & allows you to put in the totals. This was so helpful.. it really helps you organize everything. I called with a question & was quickly directed to Eli which was nice bc I thought I was going to have to email or wait for a call back, etc.. Jane at the front desk is also very helpful, polite & accommodating. Overall, I highly recommend. Especially if you have no idea what you're doing bc I know I cant be the only one. I left feeling so much better & at ease after it was all over.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

I was referred to meet with Steven through Dave Ramsey's SmartVestor network. The location is…read moreconvenient with parking and his office is inside Sterling National Bank. I scheduled an appointment through one of his associates. I came in with different intentions and braced for a sales pitch. But instead, Steven analyzed my financial situation and gave me advice that was extremely eye opening and helpful. (Many "Financial Advisors" in the industry have a bad reputation for selling/ pushing products for their gains/ commissions and not actually helping clients financially). As a first impression review, I highly recommend him as a CFP and a fiduciary. He seems to have the patience to help clients understand their financial situation and give very thorough advice as he has many years of experience.

Mr. Silber gave honest advice for my personal financial situation and did not just try to sell me…read moresomething. I plan on following his advice. I felt comfortable asking him difficult questions and I trust his advice. He seems a very experienced financial advisor. He was professional and approachable. I would go back to him in the future.

Abbi behind the receptionist desk provides exceptional quality service for her clients. She is…read moreprofessional, patient, knowledgeable and friendly towards every customer. In the past eight months I had completed four financial transactions with her help. I feel very satisfied with her service. Thank you, Abbi.

On my own volition, I feel compelled to sing the praises of this Charles Schwab Forest Hills…read morebranch. After meeting David at the office, I was immediately impressed with his knowledge and anything but haughty manner upon sharing. You never feel as if you are receiving unsolicited advice with the purpose of benefitting one family at the expense of another, namely my own. He has a human touch about him and never made promises he could not keep although his indefatigable efforts always surpassed my uncompromising expectations. David has superlative listening skills and is never opportunistic or pushy in his business dealings. After fully appreciating my financial needs and personal tolerances, David seamlessly facilitated communication with William, another gem of a person and experienced specialist. Speaking to him was also a revealing pleasure as I did not feel judged and always learned new aspects of investing that were never imposed. Some people have the uncanny ability to translate complexities into practical implementation while details remain intact. Unlike competitors who are not as transparent, Charles Schwab reminds you of pending bond expirations, for example, so you can calmly decide what your next steps can entail. In the interim, you do not feel like a fixed entity in a barracuda laden sea whose waves are violently engendered by the proverbially perennial "hard sell.". Aa Sinatra once acclaimed by way of his art form, "Regrets I've had a few." While I regret not associating myself with this fine establishment before, I sense my best experiences characterized by the team's steadfast intelligence and moral rectitude await. A company is as valuable as the fine employees whose ethics embody how wealth is measured in human terms. These two lovely gentlemen are quintessential professionals who make me feel consummately comfortable.

Hands down the best accountant we've ever had. Will not let anyone else ever take care of us or our…read moretaxes!!!! Been using him for quite a few years now and love him and his extremely attentive staff! He's down to earth, funny and a nice guy too! You get what you pay for and he's worth every penny!!

I've used Robert J Klein, CPA for over 5 years now. They are true professionals - knowledgeable and…read moretimely. While tax season may be a drag for most, I rest easy knowing I am in reliable and dependable hands. The entire team is great. Cannot recommend them enough.

After years of TurboTax, I finally had to look for an accountant to help me with my taxes this…read moreyear. Being a first time home owner, I really had no idea what I was doing anymore. I found Gary online, and he was great - easy to schedule an appointment, nice and convenient location to the subway, and the entire process was a breeze. I'll definitely be going back next year!

I cannot attest to the quality of his accounting practice or financial advisory. The reason for the…read more1 star is because Gary Carbo's office is basically unreachable. I been trying to get in contact with him for over a year left multiple emails and voicemails. It would be great if someone can get back to me letting me know if he is not accepting new clients. It is very bizarre that he is never there Mon-Fri. Does anyone else have this issue?

June is a very knowledgeable, experienced and amiable financial advisor. He's a great listener and…read morecan breakdown complicated financial processes into simple understandable terms. He really cares about his clients and their portfolios. He stays up to date with the latest financial happenings and is always on the lookout for opportunities that his clients can take advantage of. He is not pushy by any means and lets YOU decide what direction to take. His easy going, friendly style is what makes any meeting or phone conversation pleasant. If you are a first time investor or wish to increase your portfolio's value, June can help you achieve your financial goals with expert advise.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I used LMF to help me get back on track. I followed their simple procedure and it worked…read morebeautifully. Thanks to LMF I was able to purchase my home. I highly recommend them. Mike J.

Very helpful service! Answered all my questions before handing me a reasonable quote and has been…read morevery very patient with me which is definitely a plus with any business. Will definitely work with Joe again! Definitely rec working with Joe!

Tax Deadline Crisis Averted! Rock‑Solid Service; Incredibly Kind…read more A few months ago my previous accountant dropped the ball, leaving me in the lurch, with the Oct15 extension deadline just a day away. I reached out to Joe on Yelp; he got back to me within minutes and agreed to take me on--quickly turning a panicky situation into a smooth filing. His astute, efficient, and composed demeanor rescued my sanity, steering through the unexpected chaos I dumped on his lap. Even in my (kinda) frantic state, he remained meticulously organized and kept me calm throughout. Less than 24hours later he called to confirm everything had been successfully transmitted to the IRS--miracle accomplished! And, as the cherry on top, he uncovered a refund I hadn't anticipated--allowing me to finally treat myself to a tech upgrade I'd been eyeing for ages. Joe is personable, highly competent, and runs his business with a rare blend of integrity, intelligence, and initiative. His secure portal made uploads seamless and he was responsive, always a minute away for any question. In addition to preparing my Federal and NewYork taxes, I enlisted Joe to handle our family's Washington‑state estate tax return. All three filings were optimized and completed with care and precision--making the competitive rates a bargain for the rapid turnaround and reassuring peace of mind. What began as a stressful episode turned into a blessing in disguise once Joe stepped in. I've now found a permanent professional for both my personal and estate taxes. Knowing that I finally have "my guy" on board lets me breathe easy and I'll be the first to book his calendar again this season. If you're hunting for stress-free, exceptional tax and accounting services, I wholeheartedly recommend Joe, of Efficient Accounting & Tax Services. He's down-to-earth, witty, kind, and just a genuinely good guy. I feel so lucky to have found him. While I can't guarantee his last-minute availability, I'm confident he'll go above and beyond . Seriously, give him a call--you'll be so glad you did. P.S. Thanks, Joe, for turning chaos into calm. No more midnight sprints--I'll call soon to get us rolling well before April15 this year.