Heim Accounting and Tax, Inc. - Carmel Hamlet (NY)

anthony morro 4th floor Property taxes, The person behind the counter was named Lisa. Help me receive my veterans exemption. Excellent customer service.

Steven Price Worst customer service (Dan). They lie and name call. Don’t trust what they say because if they are talking to you then they are lying! Dan start the name calling then he post that he was sworn at but he didn’t post the he made up a fake NYS law and got upset because he confronted about the name calling.

Tom Gehrig Met with Andrew today to set up a Simple IRA for my company. He is extremely knowledgeable and went through all the options.

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.

Sara Pines Matt is wonderful to work with. He is patient, respectful, attentive, and kind. Easy to reach and responsive t my many questions. I am old and cant keep up with the research needed to manage my 60 year old portfolio. Matt has helped sell what was no longer profitable, especially foreign stock. He has me develop a portfolio appropriate for my age and financial needs. I feel more calm financially since he i doing the work I can no longer do.

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

Richard Schnurbusch The Fort Edward’s Emerich technicians were able to diagnose the problem with my Cub Cadet quickly and get it back to us in a timely manner. Suzanne in Service is wonderful, very personable and easy to work with. Manager Billy Jo has been beyond helpful as is the entire team there. We buy all of our equipment at the Fort Edward’s location and have our service completed there when needed. Top notch!!

Jesse Kapito Jennifer is a truly wonderful person- looking out for the best interest of her clients. Highly recommended

Joe Garone The staff are especially courteous and polite and can assist you with all your banking needs.