TaxBoost LLC - Monticello (NY)

Lindsay Dailor I have had the opportunity and pleasure of working with Brent at this location and could not be happier with my experience! He was extremely polite and efficient. The whole process was so easy and very fast. Thank you Brent!

Khaled alkaawani I Usually skip at least one or two branches on my way to get to this branch every time I need to go to the bank. Never have a problem in this place unlike Fordham Rd branch or the one on 233rd st & White Plains Rd. Even though its a small place in a busy and crowded area, yet they have the best staff. Friendly and everything is always smooth and convenient. And Im also going there in the Morning :)

Valerie Culverwell Have been handling my business and personal taxes for over 5 years. Love working with Dan, he always is very helpful.

DJ P Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.

Neil Penkower Excellent. Very professional and extremely responsive. We accomplished a great deal in very little time. Have recommended Jesse to many of our friends.

bj forte Joel and his team are absolutely amazing! They are great listeners, organized, professional, thorough, patient, kind, and they make challenging situations more easy with their hospitality. I recommend them to anyone who wants top notch service and expert advice!