Earl Phillips - Prudential Financial - Auburn (NY)

Stephanie Langer Found Michael Rugers YouTube and blog post regarding inherited IRAs. He gave a more clear and understanding explanation of the 10-year Rule and Designated Eligible Beneficiaries. His posts are more current than any others I found. Michael also responded to my inquiry within 24 hours; which surprised me since I was expecting a later response since I sent my message so close to April 15, assuming he would be busy assisting his paying clients in preparation of tax day and with questions regarding the current bouncing of the stock markets.

Jessica Hartshorn Frank’s office has done our taxes for years now and we are grateful. Both my husband and I are freelancers and our taxes can be confusing but they take it in stride and charge a fraction of what our former accountant was charging us.

Mike UPDATE: My sincere apologies about the review below I wrote a month ago. It was not your bank that cashed the check, it was a Chase Bank that cashed the check on our NBT account. I will leave this posted for awhile and then rewrite it in the positive, my apologies again. You really need to train your tellers not to cash a $2400.00 check with no name/business on the check! And then want to charge $35.00 a month to do what you could not do in the first place, protect our account! Armatures?

Stan Janczak We have used Germack Financial to file our income taxes for the past 8 years. We feel that we have received the the best service possible each and every time. Christina has been very knowledgeable, professional and timely in assisting us. We look forward to continuing to work with Christina in the coming years and highly recommend Germack Financial to anyone needing competent, reliable and trustworthy assistance with their tax needs.

Stella Thomas 4 stars to Five Star Bank.