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.

No absolutely not!! Charged 250.00 to prepare my taxes and didn't file them. It had been a good 6…read moreplus weeks since I gave him my tax info to file. When I started wondering where my refund was I found out they were never filed. I called and called no answer. He finally answered and gave me some BS excuse. Long story short they weren't filed. Find a commercial tax preparer or do them yourself.

Did not include important information when filing my taxes and I've been delayed 16 WEEKS because…read moreof it. I have not been able to talk to Tony directly in months and his team has been of no help. I'm left handling this completely on my own and without the money I expected to receive several months ago. Next year I will handle my taxes on my own or through another company. Never again!

Chris was a great help in rolling over my 401K from a previous employer. He is extremely helpful…read moreand hands-on, always available to give advice and explain the ever-changing financial landscape. Trustworthy and reliable!

From the owner: Rolling over your 401(k) to an IRA.read more

I recently had the pleasure of working with Williamson Financial for my company's employee benefits…read moreneeds, and I cannot recommend them enough! From the very beginning, their team displayed professionalism and a genuine commitment to finding the best solutions for our employees. What impressed me the most was their in-depth knowledge of the various benefits available and their ability to tailor options that fit our unique company culture. They took the time to understand our specific requirements and provided thoughtful recommendations that truly reflect our employees' needs. The onboarding process was seamless, thanks to Williamson Financial's excellent communication and support. They provided clear explanations of each benefit, making it easy for our team to understand and choose what works best for them. The feedback from our employees has been overwhelmingly positive, and I can see that they genuinely appreciate the new offerings. If you're looking for a reliable, knowledgeable, and dedicated employee benefits broker, look no further than Williamson Financial. They have transformed our approach to employee benefits, and I'm confident they can do the same for your organization. Highly recommended!

From the owner: Williamson Financial Group is a W/MBE certified benefits…read moreconsulting firm serving government contractors and small businesses in the NYC tri-state area. We specialize in Service Contract Act (SCA) compliance, prevailing wage consulting, and employee benefits administration. Our clients include federal and state government contractors who need help meeting SCA Health and Welfare benefit requirements. Our services include SCA compliance setup, group health insurance across 20+ carriers, dental, vision, life insurance, supplemental benefits, and pre-tax benefit programs. Certified by NYC, the NY/NJ Port Authority, and Nassau County as a Women and Minority Business Enterprise. Over 10 years of experience helping businesses build competitive benefits packages. Our approach is education first, offer second. We help clients understand their options before making any decisions

Not a great choice, must have changed ownership as was seen by a part time "financial adviser " ,…read morewhen I voiced my concern re: low tax return, the advisor was only "in after 5" was not at all helpful. I paid a true accountant in RVC and obtained the true refund I was entitled to.

We have with Falcon for about 3 years now and they are great. We initially had some issues with…read moreour reputation management and needed someone to take over our SEO and do more content marketing. They have great writers on staff and have helped us with our rankings significantly. Thank you guys!!