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.

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!!

I just visited this IRS office after my tax return was flagged for security reasons. Unfortunately,…read moreI didn't have the required information in front of me so I had to schedule an in-person meeting. Super annoying. However I must say that the In-person visit was pretty straightforward. I opted for the first appointment time at 830am. Doors open at 8:30am, so no need to arrive that much earlier. Security also takes 2 minutes, so no need to allot too much time for that beforehand. Two forms of ID (they didn't ask for my actual social security card) and my said tax return. Pretty easy and I was out the door within 30 minutes. So overall, annoying that I had to go in person, but the actual appointment was pretty easy and efficient.

Great service. Very responsive on all the tax, accounting and CFO needs for our small business.read more

From the owner: Business and Personal Accounting and Tax Servicesread more

If you're a woman that wants to be treated with basic respect I suggest you seek a tax person who…read moreactually cares about treating all clients with equal respect. Thomas Petrella does not respect the words or wishes of female clients. Instead he would rather contribute to the toxic patriarchal climate of silencing women. He is rude and dismissive. Clearly he has treated female clients like garbage for his entire career and assumes this is normal business practice. GET YOUR TAXES DONE BY SOMEONE WHO TREATS ALL PEOPLE WITH RESPECT.

An accountant with Petrella Philips did my taxes and since retired. I had a question about my 2019…read moretaxes as it still hadn't been recvd by the IRS. They answered my question, but charged me an extra $290 ‍. Don't trust them. They aren't in it to help. They want your money,

I love this location it's convenient and I always have the opportunity to see my favorite tax…read morepreparer Ms. Debra Patterson.. She fun to talk to very down to earth understanding, and she does explain your taxes to you step by step and show you comparisons of how you did last year to this year.. So I'm not walking out blindsided.. I love when she reaches out to me every year to schedule my appointment with her which is also convenient as well... Ten stars for this location

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.