They made a mistake on my tax return. It took them more than 3 years to do the paperwork to fix…read moretheir mistake. ( I repeatedly asked for them to do the paperwork to fix it) When they finally did the paperwork, the state said it was past the deadline and they would not give me the refund. The manager had me fill out the paperwork to file a claim, so the company would pay the claim, due to it was their error. I submitted it back to her. That was over a year ago. They still have done nothing and the manager won't talk to me on the phone. I have tried calling their corporate line and am told, no one can help me, except for the 1 manager,. Who won't return my calls.

Tim Clifford is an amazing tax preparer. Very knowledgeable, efficient, and friendly. 5 stars.read more

I been going here for almost 20 years, best price, they care and understand your needs year around…read more We went to other places, but we always come back and will never go anywhere else again. Elaine is the best.

Thomas A. Ferraro, Jr. Tax preparation service in…read moreGates-North Gates, New York, New York Address: 1320 Buffalo Rd #109, Rochester, NY 14624 Phone: (585) 235-7730 I have been a client for over five years with several referred clients. Upon filing taxes this year, I asked my tax prep if I can include my private daycare. She was not sure and advised me "probably not". Since she is newer and I did not feel confident in her answer, after filing, I did my own research and found I was able to claim it. I called back the office and she mentioned she did not say that (false) and they were going to charge me more to amend. I was upset bc it was their mistake to begin with. Needless to say, the owner Tom got on the phone and mistaken me for another client and said he is doing me a favor by giving me a discount, was RUDE and hung up on me without advising how to help me. I can't believe how unprofessional he was! Not only did I pay for my taxes to be prepared but they did them incorrectly and also will not disclose my personal tax info to me. I tried calling back and the receptionist hung up on me. They have my federal documents. Isn't this against the law?? I am also contacting the IRS to do a complaint as well. He thought I was someone else- didn't let me talk- cursed me out and has my documents and hung up on me and his staff. He needs to be reported to IRS- and SHUT DOWN.

I was familiar with Fidelity Investments from my hometown of Boston and decided to use them for…read moreretirement savings. The representatives are very professional, friendly, and thorough, listening to the needs and goals of their clients, along with providing thorough service.

This Fidelity office was non-responsive. I received a sizable (by my standards) inheritance. A CPA…read morefriend highly recommended Fidelity and a few of their index funds as an investment portfolio. The nearest Fidelity office is in Rochester, NY, 1.5 hours from my home. I debated whether to fund the account in person, by phone and EFT or on line. I called three times to speak with a rep who was supposed to call me back but never did. Guess Fidelity does not want my money.

I've been TurboTax-ing for years now, but my accounts have been pretty straightforward, so filing…read moreisn't bad However 2020 was a doozy. Not only did the pandemic happen, but I also bought a house and got married. So with filing taxes jointly and also with the new mortgage, I wanted it done correctly. Jason DeLaurentiis came recommended by a friend. He was pleasant and extremely knowledgeable. He made my wife and I feel at ease. He also discussed strategies to maximize tax deductions. Even though the service is more expensive than TurboTax, having the peace of mind of an actual CPA looking over my numbers was worth it. The tax savings he provided me by reminding me that I could still retroactively contribute to my HSA in 2020, easily made up for the extra filing costs In addition, Jason seems like an expert when it come to business consulting, acquisition and transition. So that may come in handy in the future.

I have worked with all of the professionals at this firm for many years, including Jason and Ben,…read morethe current principals, and they are extremely knowledgeable, professional and I can highly recommend them for any type of small business tax and review/audit work.

Margaret Torres from Rich Voci's office, was super helpful, flexible, and made it easy to work with…read morewhen changing my home/auto policy over to State Farm. They had great rates and the process was very simple to switch over. Thanks again Margaret!

Margaret was great at explaining and facilitating the transfer from my previous insurance. Great…read moresavings. Would refer others to her.

I have been a client of Charles Lovall for at 20 years, and my father has been with the agency even…read morelonger. Admittedly, no one really likes to deal with insurance companies or brokers but the people here are caring and knowledgeable about their products. We use them for our auto insurance, our homeowners insurance, and previously had their renters insurance. Their coverage is excellent, and any times when I have had to file a claim they were understanding, comforting, helpful, and prompt. They occasionally reach out to me to discuss new insurance programs or my current insurance needs. I am glad that Charles' son is also working there, as I knew him from school and it means that down the road there will be another Lovall taking care of my family. And, Joyce is an absolutely dream to work with. Their prices seem reasonable to me for the peace of mind they offer. What more could you want for an insurance company?

Have been very happy with the way my claim was handled, everyone was professional and courteous…read more Was working with Lucas Underwood who went above and beyond in helping me. I give him a 5 STAR rating. Kathy Touloupas

Maria's knowledge and insight into what is best for us from insurance perspective, is benchmark…read more We have spoken on the phone and I have emailed with you and her staff and always receive a prompt and comprehensive response. I feel very fortunate to have her personally as our agent and her staff that provide for our needs, especially since our lives have been complicated over the past few years.

The Team at Whitcomb Law Firm in Canandaigua, NY has always been an important part of my business…read moreplanning, Real Estate Investing and personal planning; wills, trusts, setting up business entity's, contracts and agreements. David is a smart, fair and passionate person and I highly recommend WLF to anyone who has legal questions or needs.