I use the services of Joseph Marino financial adviser at Schneider…read more He is amazing at his job, professional and does what is best for his clients. I was extremely impressed with his knowledge and experience and how he explains the options in great detail. He clearly knows the meaning of fiduciary. I highly recommend him.

From the owner: Schneider Financial Group provides individual tax services, business tax services, payroll…read moreservices, and business advisory services to the Mahopac, NY and greater tri-state area.

We got an immediate reply from Mr. Mellon. A quick…read moreappointment and our taxes were done in a timely manner. He is friendly and very personable. Very easy to work with.

From the owner: I will studiously prepare all accounting and tax preparation jobsread more

I used Mr. Bloom for my tax returns since 1995. for years he used to drive to our house, it had to…read morebe at least a 30 min drive, because we had young children. I found him to be accurate, work done in a timely manner, If I called someone picked up or they called back in a reasonable time, price was very reasonable, he gave great free advice and he's a very nice guy. I hope he stays in business forever. thanks Mr. Bloom and Staff.

Lee Bloom has been our accountant for several years. One year we were audited due to suspicious…read moreclaims. I contacted Mr. Bloom and asked what do I need to do. He said nothing and he will take care of it. I said okay and asked for a follow up. Two weeks passed and I have not heard from Mr. Bloom. I called to follow up on my status and Mr. Bloom said he forgot to mail my receipts (he did not take care of it). Mr. Bloom said he will take care of it in a week and to relax the IRS won't do anything, the worst case I'll have to pay. Again, I trusted Mr. Bloom and waited another 2 weeks!!!!! I called Mr. Bloom AGAIN and he left a message. It took him 2 days to call back. He said he mailed in the receipts. One month later I receive a letter from the IRS stating I owe more money since I did NOT respond to their letter. I called Mr. Bloom again and showed him the letter. His response was, "I mailed in the receipts what do you want from me." I called the IRS myself and spoke with someone, he assisted me on what to do and I was going to mail the receipts myself. I called Mr. Bloom and asked for my receipts back. Mr. Blooms response was in a harsh tone and said he mailed on the originals and DOES NOT have any receipts!!!! In a panic, I called the IRS, they said NO ONE mails original receipts and where did I find my accountant? As a result I had to fish for most of my receipts and had to pay a higher fine. Mr. Bloom showed no interest in working with us, it seemed that once he received our money, he was finished working with us.

We have worked with the Tock law office several times now. Most recently they handled a very high…read moreprofile claim against a major organization, a case that was very much in the national news. Our local representatives - Joe and Will Tock - were aggressive and persistent, went toe-to-toe with the "big boys," and settled our case admirably and satisfactorily. Thank you all at the Tock law office.

My sincerest thanks to Joseph Tock and all his staff for helping me navigate my way through the…read moresettling of my mom's estate. As much as a "business" as death is, I was comforted by the genuine friendliness as well as professionalism of everyone at the firm. Joe had even taken the time to read my mom's obituary prior to our first meeting so as to be able to connect with me. The firm also provided me the opportunity to use their RE Atty for the sale of her condo as well as a highly competent CPA/Atty for the filing of estate taxes. This "one-stop shopping" of in-house legal expertise offered made my life that much easier. All in all working with everyone at the firm has been so very positive. I would absolutely use Joe for any future legal needs. I highly and without reservation recommend the legal team at Joseph J. Tock.

Best service! Tom and Chris are fast, super nice, thorough and the most knowledgeable tax guys…read morearound. Got my refund 1 week after sign off for the last 2 years - can't beat that!

From the owner: Local tax preparation experts for over 30 years.read more

Honest, reliable and has been doing my tax returns for 10 years, highly recommended. Will work with…read moreyou for whatever needs you have.

Richard is a smart, trustworthy, and very knowledgeable accountant. He is the only person that I…read morewould trust to do my taxes. I highly recommend him.

I first starting going here after my parent died, and we had a lot of financial things to sort…read morethrough -- Kyle was highly knowledgeable and prompt in assisting with the situation. Continued going to him ever since, and nothing -- not even the Pipeline financial impact -- has flummoxed him. Kyle is a pleasure to work with, and his charges are well worth it: you are getting iron-clad tax returns performed by a superlative accountant at the top of his field. He is also flexible in appointment availability, there is plenty of (free) parking, and his office is centrally located for our area. TLDR: He is fantastic, and I cannot recommend him highly enough.

This was my first time using Quest Corp. Kyle was great. He was prompt, friendly and answered all…read moreof me and my husbands questions without any issue. Kyle is very knowledgeable and made our tax filing painless. We highly recommend and will be regular customers.

Too bad there isn't an option of less than a star. I had a scheduled appointment with tony Stein…read more(first time client). There was a storms the night before and a lot of Gleneida Ave lost power. Little did I know due to the fact that I live out of state, however you would think the man would have he decency and professionalism to call me and give me a heads up that we would need to reschedule. I can only imagine they are as stuck in the times as the rest of Carmel NY and the man doesn't have a cell phone or a laptop he brings to and from work with his client info. Needless to say, They lost my business.