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“Joshua took the time to understand our business and our cash flow needs, and the funding came through when he said it would. Overall, a smooth experience and a reliable partner for working capital.”
“I cannot recommend Drucker Wealth--as both a financial advisor, and a tax advisor/preparer--enough. Their financial and tax teams have been lifesavers for my wife and me over the past year and a half. We have both changed jobs multiple times, come into various sources of income, and are expecting our first child next month. Drucker Wealth's financial and tax wings have guided us throughout all of these significant and complicated life changes. Everyone on their team is incredibly responsive, and also super patient with us as well (I am not financially savvy and have asked many dumb questions throughout this time). All of this to say, you cannot go wrong with the DW team!”
8:30AM - 7:30PM
1 Liberty St 23rd floor, New York
Financial Advising
“I felt extremely lost and unsure of how to handle taxes for my small business. I truly did not know what to do or where to start, but Abby got me through it all and made the process both easy and understandable! I am coming away from this feeling knowledgable and like a weight has been lifted off my shoulders :) She helped me get into a voluntary disclosure program that I did not even know existed and saved me thousands of dollars! Highly highly recommend!!”
“Matt made the signing process really easy and explained to me everything I needed to know. He answered all my questions and made me feel confident in choosing in AMC for my LOC.”
“I looked for a firm that truly specializes in tax planning and tax preparation for high net worth individuals and Lefstein-Suchoff CPA exceeded all my expectations! They know the complexities that come with higher income and assets and their advice has been both strategic and personalized. I couldn’t be happier with this level of service & expertise.”
Open 24 hours
68 S Service Rd #100, Melville
Financial Advising
“I need to get information on my SS benefits, I did a 20 minute consultation and the consultant (Norm) was absolutely terrific. I was able to better understand my situation, he even provided an analysis on my earnings and benefits. The cost of the consultation is well worth is.”
“I had to return a second time because I had a late payment that was an error due to the closing of my bank account and Sasha corrected it within 30 days and removed it from my credit. She is an angel and the best in the industry I recommend her to anyone with credit problems. Not only did it help me with my credit but also with the purchase of my car. Thank you for everything you have done for me and my entire family Sasha.”
“What would I do without Iryna and her incredible team?? I can't say enough about how capable, attentive, and absolutely lovely everyone is to work with for both my personal and business accounting needs. There's also something extra gratifying as well about ISCPA being a woman owned company too! I adore ISCPA and feel so, so, so lucky to have found them. I can sleep peacefully every night knowing they've got my back, and you will too- truly.”
“My husband and I have been having Kelly Cullen do our taxes for a number of years now and we are so happy with her work. Her and her office are professional, mindful and courteous. But most of all a friend to all that know her. I highly recommend her office and anyone that works with her.”
“Working with John for 7 years now and he has always been very diligent and knowledgeable. He comes with excellent advice as well so I consider his services to be a combo of tax preparation and advice.”
“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!”
“Came here for the Operations Summit and had a great day ! Learned a lot about the upcoming developments to the system that will improve function for client and advisor.Location is great and easy to get to, parking is available for a fee near ( I used Uber)The location is modern and nice ! They house floors 2-6 and you recognize it by the bright green colors as soon as the elevator doors open. Great view from the 6th floor of the water. Great day here at Fidelity.”
“I’ve been a client of ACE Advisory LLC for over a decade, and their professionalism and consistency have been exceptional from day one. They’ve handled my personal and business taxes with accuracy, integrity, and timeliness every single year.
Beyond tax preparation, ACE Advisory has been a trusted partner in strategic business guidance, especially in helping my mother’s home care agency navigate compliance, operations, and growth. Their team takes the time to understand your unique situation, explain complex financial matters clearly, and develop practical solutions that make sense for your goals.
Their responsiveness, expertise, and genuine care for their clients set them apart from any firm I’ve worked with. I can confidently say ACE Advisory LLC has been instrumental in our financial success and peace of mind. Highly recommended for anyone looking for reliable tax services and long-term business advisory support.”
“I’ve known Cecilia (Cece) Helo for many years, and getting life insurance through her was an outstanding experience. She’s extremely knowledgeable, professional, and easy to talk to. Cece made the entire process smooth and stress‑free. I highly recommend her to anyone looking for reliable guidance and great service.”
“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!”
“Dan and his team are really experienced and have really helped out our company over the years. They do audited financials, which is very unique. Their communication is also some of the best I have ever seen. I would highly recommend the Holland & Company team for all your tax needs.”
“We have been working with Hiza & Hiza for about 6 years now and it's been a great experience. Both Bob & Kim are very willing to answer questions and provide guidance throughout the year. We are very confident in their work and look forward to using them for the foreseeable future. Highly recommend.”
“Through my employer I was a part of a few different 403b retirement plans. Equitable was one of them in the 90s .there was a nice man that would come by and recruit employees and encourage them to join . That man has since passed away .I still to this day have a Equitable account that's gaining interest . Then there was mutual of America. But that didn't last long enough to get enough savings . Next was transamerica none of them was horrible but presently it's voya.i wasn't sure about voya but now im a fan. Ill start with the best part : being able to take two loans out . Usually its one at a time but voya allows you to takes these loans and it can be very helpful. No.2 : with the past companies im not sure with transamerica you could not continue to contribute to your account while you had a active loan.but voya allows. And the website is easy to navigate. .”
“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.”
“This is my first time using Bob Woloshen's tax services. He was highly recommended to me by my long-time tax advisor, and I can only confirm that. He's fantastic, providing excellent, professional service and a quick turnaround. I highly recommend him.”
8:30AM - 5PM
1300 6th Ave, New York
Financial Advising
“I sat down w Grant, who was extremely helpful in answering my questions and supporting my understanding of how to manage accounts that will be under my management soon. He helped me map out a rough plan and tho I may not choose to spend money on an agent moving forward, if I did, I would absolutely choose him. Thanks for everything, Grant!”
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“Adam and his crew are the best out there !!
Very knowledgeable , friendly and fast.. I have been using him for over 15 years !
Highly recommend for all your tax needs and more .”