Mike Slotopolsky and the folks at Vision have done a wonderful job for me. Their knowledge and…read moresupport has taken accounting from one of the things that stressed me out with my old accountant to one of the things that brings me the most confidence. I can count on them for any accounting and tax issue.

Professional and caring. Jay takes his time to understand his clients and their needs. Highly…read morerecommend this firm.

From the owner: A small accounting firm’s model in Business is its integrity, its ethics, and its word of honor…read more Seems very old-fashioned in today’s world of AI, Chat GPT, and Technology. We look to a relationship with our clients, to assist them with identifying or presenting ideas to them. When we speak, text, or get emails from our clients we tell them our thoughts sometimes in writing or sometimes on the phone. We are a small firm Yes, Technology is a novice or immature, but not all. Yes, we do everything Bookkeeping, Personal and All Business Taxes, Non-Profits, Consulting, State Compliance, and Advice and Technology. We have resources from our associates, we are different because we are a firm interested in our clients.

I had a deeply disappointing experience with this firm and cannot recommend their services. Every…read moredocument filed on my behalf contained errors--ranging from incorrect business names and dates to entirely wrong titles. Not a single submission was accurate. On multiple occasions, Kumar included other clients' names in my paperwork and even sent my personal information to unrelated parties--an alarming breach of confidentiality. Communication was also a serious issue; many of my emails went unanswered, and when I followed up after reasonable delays, his responses were defensive and unprofessional. Most concerning, the full scope of work we agreed upon was never completed. When I raised this, I was told it would "only take five minutes," which felt dismissive considering the pattern of careless mistakes. To this day, there is work I paid for that remains unfinished--but given the experience, I don't see the value in pursuing a refund or completion. To make matters worse, Kumar went on vacation shortly after submitting incorrect filings and never followed up to make the necessary corrections.

Been using Kreppel Tax Advisory Group for a few years now and have been pretty satisfied with the…read morereturn we have been getting. We started out paying just $49, as seniors to get our taxes done which was a great deal. Last year there was a significant increase to $89 which still isn't bad compared to what we were paying other firms to complete prior. The individual that does the actual taxes is not who you would visit to get them signed, somewhat 2 weeks later, The owner has to sit with you to discuss investment opportunities with those who are 55 and older. Overall, their service is good and fast. WE have been pretty happy with the returns. I would recommend anyone 55 and older to take advantage of the lower cost tax prep they offer.

Been going to them for a while. My taxes are cut and dry. Very easy. Notified rates were going up…read more Not happy but ok. Then they made me fill out a new client form so I asked if someone brought the buisness. They said no. So I asked why. They said the owner was making everyone fill them out. Then I found out why. They wanted to put my credit card on file in case I didn't come and get my taxes when they was done. I could understand if I was going to owe money but I never owe money. Also last year they didn't contact me until June about my paperwork being done or paying them so with all that being said all I can say is bye bye. You lost a good paying customer due to your stupidity

Mark is great to work with! His vast amount of knowledge and skills made me feel at ease when it…read morecame to my accounting needs. As someone who was a bit lost in the process, Mark made it seamless. I couldn't have done anything without his immense amount of help and the work that he put in. I cannot recommend him enough!

From the owner: nothing unique and nothing specialread more

John does a great job with taxes. Good conversation and solid tax advice…read more Tax preparation costs are on par with most tax services. I have not used him for financial advice as of yet.

Stuart Stern is a true professional who is very knowledgeable about investing and planning for your…read morefinancial future. I highly recommend his firm for all of your investing. He treats you like family and is always a call away. He also referred me to true professionals who helped straighten out my will and take care of my taxes.

Stern Capital Managment really gives your investment portfolio the specialized and personalized…read morecare that it deserves. After spending several years investing my retirement fund with the "Brand Name" companies, I realized just how much justice they WEREN'T doing for my investments. Made the switch 18 months ago and have been happy ever since. They're very responsive and only a phone call or email away if you need anything....no hold music, automated voice prompts, or robotic customer service reps to deal with. If you want your money to go further AND to be treated well along the way, SCM is the way to go!