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“My team and I was looking for capital for our business lately to expand operations. Madison Funding Partners have been great and their agents helped me with the process for quick approval. I will be using them again if the need for capital arises again. Thanks so much!”
“I became a Drucker Wealth client in 2022 after attending Gideon's webinar and finding it very helpful. I also had some life changes that year that made me want to get more organized about financial and wealth planning. I've been a happy customer since Day 1 - Autumn Lax is my advisor and she is brilliant. She has advised me knowledgeably, referred me to experts when I needed them, and helped me get a grasp of all I need to confidently plan for the future. All said, Drucker Wealth is a remarkable company through and through and I highly recommend them!”
“Mr. Haque has been taking care my taxes in the last couple of years. His tax knowledge, dedication to customers, and follow-up with questions for accuracy have been outstanding. I recommend his services to all my friends. Easy to work with and very professional.”
“I had the pleasure of working with an exceptional CPA Neil Pacifico who truly stood out in terms of service, availability, and affordability. After facing challenges with previous professionals, His expertise and dedication were a breath of fresh air. Always available when needed, He provided top-notch service, addressing my concerns with precision and efficiency. His commitment to affordability without compromising quality makes them a standout choice in the realm of CPAs. I highly recommend their services to anyone seeking financial expertise with a personal touch.”
“As a business broker, I work with lenders all day every day. Which is why when I had an idea to scale my own business and was looking for working capital I went to Alex at AMCG. Because they work with so many lenders, and have so many different options to suit you and your individual needs, they are without a doubt the best one stop shop for capital. The icing on the cake though is the kindness and professionalism of everyone on their team. A rarity in this industry. All the gold stars!”
“Choice Tax Solutions (and Abby specifically) takes away all the hassle from filing complex taxes across equity, stock sales, and so much more. I've been working with Choice Tax Solutions since moving to NYC 5 years ago, and every year I am still amazed with the speed, quality, and flexibility of service!”
“The OG team is always incredibly efficient and thorough in their tax preparation. I have had some challenges with transparency of the pricing upfront but the team has been very helpful in resolving these. If not for this I would absolutely give 5 stars for their work.”
“I've started using Ace Advisory Management LLC services recently, I am very happy with his services. He is very responsive and knowledgeable. He is patient with my questions. His advice is helpful and support my small business needs.”
“Madison Avenue Advisors has been great over the years with providing investment and financial planning services that have been extremely beneficial. Highly recommended knowledgeable team!”
“It's very hard to find an advisor who is so competent for people who have financial dealings both in the US and overseas. Any advice I need comes promptly and accurately. Very relieved to have Lalit guide me for all my taxation issues.”
“I've been going to Joe for approximately 25 years.He is an expert at what he does. His knowledge of tax laws surpass the extraordinary. He works for you 1,000 %.He's also one of the nicest , pleasent person you would want to meet.”
“Orlando is the best at what he does! He has been doing my taxes for 4yrs now and he always makes me feel so comfortable with doing my taxes. His presence is awesome he makes you feel like family. Thank you again Orlando. ❤️”
“We have been working with Iryna and her team for over 8 years and can't say enough about how consistently professional, knowledgeable, rigorous, and highly personal her services have been. Iryna has worked with us through relocations, the creation of independent business entities, real estate transactions, as well as some quite unique and nuanced accounting matters.It is clear that she wants what is best for her clients. Iryna and her team have always taken the time to explain the pros, cons and implications of tax-related decisions we've needed to make over the years. She is a consummate professional yet always empathetic and accommodating. We highly recommend Iryna's services.”
“I've been working with Story Tax for the 3 years and have no complaints! They are thorough, professional and very accessible. I am always able to contact someone from the team if I ever have any questions or concerns.”
“I've been using CPA Advisors many years (probably over 25 years) and am extremely happy with the quality of the service they provide. Lou Cannizzaro and the team are the best and having them do my fiilings takes a huge load off my chest because I know it will be done right. Here's the kicker, I don't even live in SI and because I have so much confidence in them, I work with them remotely or on a couple of oacassions have traveled from Manhattan to bring documents or work with them directly. The funny thing is that I used to live directly across the street from a similar tax accountant service but still chose to work with CPA instead of just walking across the street.”
“Kristen and Danielle at Brooklyn Plans did such an incredible job getting my personal finances in order over the last year with the Game Plan! They helped my husband and I get on track saving for our kid’s college education, fund our home projects, pay off student loans finally, establish a system for spending and saving, and are now managing my stocks and retirement to help me retire early. I cannot recommend them enough! Initially the price gave me sticker shock, but now I know the services were invaluable because there’s no way we would have accomplished all that without them! I feel so supported and a lot more confident about our personal finances and abilities to meet our goals. I also learned so much. There’s no better time to do this than RIGHT NOW!”
“Had John look over previous taxes that was done by another tax preparer. John was gracious enough to offer his services without any charge. He gave me the solution to my problems and was very generous and professional. I would definitely do my taxes with JWR Financial Services next time and encourage others to do so as well.”
“I have been going to Tax Man for many years, and they continue to offer professional, courteous engagement. When Mr. Carapella passed away I was saddened. He was always gracious in his explanation, tax concerns, queries etc... I was concerned this kind of professionalism could change, NOT at ALL! The new staff and senior staff maintain the same level of professionalism to the practice. The have remained steadfast, even when my life hit hard times, and filing status changed, they literally held my hand and walked me through the changes and appeals to the IRS etc... I am grateful and can't imagine using anyone else for my income tax needed and services!”
“Grace Yang provided me with her Excellent customer service today and was very detailed in answering all my questions and concerns. If you are going to first republic bank. Do not hesitate to look for her. She is the Best.”
“I was recently scammed online and Ms. Barbara Graff at the 7th ave branch went above and beyond with patience and professionalism to help me sort out the situation. Thank you!”
“We work with Nick Stankes, who is our relationship managers and goes above and beyond to fulfill our banking needs. They have been our partner for almost 10 years and continue provide our company with great service we lookforward to another 10 as well.”
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“The absolute BEST! I have been working with Kelly for 5+ years and she has been amazing. Kelly and her team are so skilled and honest. They are very responsive and helpful. I cannot recommend them enough!”