I can't say enough good things about Optima Benefits & Payroll. As a small business owner, they…read morehave been a lifeline for our company, Optimum Influence Media. A couple of years ago, we had a few issues due to our old CPA filing our taxes under the wrong FEIN number. During that time, I worked closely with Sheril Damelio to resolve these issues. Not only did Sheril take the extra time to help me understand what was going on, but she also made it a priority to check in with me and ensure these issues never happen again. She was a godsend. As our company has grown, we have taken advantage of the HR resources that Optima offers, and we have been extremely satisfied. Sheril answered all of my questions and even guided me through signing into specific portals, utilizing tools, and exploring other opportunities to support our business. More recently, I have been working with Kathy Freeman, who is exceptional. She is always timely with her responses, and I feel confident knowing she is handling our payroll. If you are a business owner in the Rochester area, I highly recommend utilizing services from Optima. They are second to none in our community, and we are so lucky to have them! Thank you all.

Would not recommend to small businesses or NEW buisness. We set up service with only 1 employee and…read moreafter only a couple months we felt it wasnt working in our benifit to pay for such a service and called to cancel payroll service with them completley. I believe this was done in 2017. From then on our buisness had gone through a change of management and more importantly we were trying to find our way as new buisness owners during a pandemic with little resources to no help. While going through bank statements for tax purposes we came across Optima Benifits every few months for different charges. When looking more into it we were still being charged every quarter for the last 7YEARS for a service that we thought we canceled. The charges started at $21 when we signed up and continued to increase every year... $75 to 78.50 to 83 to 100 and a few random higher ones. When going back to look at our contract a few things were done wrong on both ends but getting in touch with them was not the easiest processes when the found out why we were calling. On our end apparently we were supposed to send them written notification to terminate service after verbal communication which for wjatever reason we failed to do.... for the 7 years inbetween we DID NOT recieve any sort of emails, phone calls or written letters regarding any type of service they have provided us. We never not even once received any documents from them not even for annual taxes! So im not sure what we were even being charged for. We no longer had any paid employees to which we would need a payroll. This is a family owned buisness. All under 1 roof family buisness! So yes we should have caught this much sooner and we learned our lesson the hard way. On the other hand what type of moral ethics does a company have to charge anyone for a service they clearly not providing? In the end we learned a tough lesson and that is to not trust anyone with just there word... always read the fine print and reread btwn the lines and most importantly follow up and dnt just take them at there word.

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!!

Run from this company. I have used the larger payroll…read morecompanies for the better part of 25 years. I was lured in to complete payroll by the pricing, & after numerous mistakes, I continued to give them a chance. The last straw was when they didn't submit my companies 401k contributions to investment company. For over 2 months they had no idea what happened to over 25 thousand in investment money, & told me I had to look into it for myself with the investment company, while complete payroll could show me no evidence of submitting it. I contacted the manager at complete & he said he would submit my complaint to the VP of operations. I asked if my deposit was going to be deposited to the investment company retroactively, & who was going to pay the dividends that should have accrued? I was told to call the investment company. Stay far away from complete payroll. The money you save over a larger company

From the owner: We're a mid-sized firm that specializes in payroll processing, human resources, time and labor,…read moreAffordable Care Act compliance and a few other related services. We work with clients all over the country from a county in Upstate New York where there are literally more cows than people. We think it's pretty charming, actually.

Quickly connected my small 501c3 nonprofit with the necessary policy coverage at an unbeatable…read moreprice. Nicole from their P&C team was extremely friendly and guided me through the entire process.

These people always mess up payroll, never answer, make you do your own data input, and then adjust…read morethe final things and mess it up. I am short $1000 for the last two payrolls, and no one can get it right - it is a big MESS and no one corrects their mistakes. I have a coupole of employees i use this company for - so simple but I am missing money transfers alllllll the time and it takes forever for them to get back to me to 'FiX" it and still it is not fixed - still waiting -ys wrong Tenaee' Reese my name is Ilene. I hope this gets them to fix my very important payroll so i am compliant with the law. Hello PAYCHEX? and they opened a new paycex YELP since the other two had ratings of 1 star. I would appreciate some help Paychex

Trevor was fantastic to work with!! He was quick, efficient, and super supportive. Would highly…read morerecommend him to anyone looking for help with their taxes!

Trevor has been doing mine and my families taxes for years now. He's such a pleasure to work with…read moreand is a breath of fresh air compared to where I used to go (H&R Block). I highly recommend him for anyone filing their taxes for the first time, or those looking for a new tax accountant!