Tax & Financial Services
815 Portion Road, Lake Ronkonkoma, NY 11779
Location & Phone number
815 Portion Rd, Lake Ronkonkoma, NY 11779, United States
About the Business
Tax & Financial Services is a leading accounting and finance institution located at 815 Portion Road in Lake Ronkonkoma, New York, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and investment management. Our goal is to help individuals and businesses navigate the complex world of taxes and finances, ensuring they make informed decisions and maximize their financial success. Whether you need assistance with tax filing, retirement planning, or investment strategies, Tax & Financial Services is here to help you achieve your financial goals.
Photos
Hours open
Monday:
10:00 AM - 4:00 PM
Tuesday:
10:00 AM - 4:00 PM
Wednesday:
10:00 AM - 4:00 PM
Thursday:
10:00 AM - 4:00 PM
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Reviews
"Horrible, first let me say it took a year to have Bernie amend my wife & I’d 2019 tax return. Which let me tell you Bernie lost them twice. I finally just got them, and not only are the employment is reversed, he has spelt our children’s names wrong. No one from there office is returning my call since they are to busy. Be very careful dealing with this office, there errors can hurt you when IRS catches on to there issues and gives you problems. The IRS keeps incurring additional penalties since nothing has been corrected on tax return."
"I have been using Bernie for quite some time and find he and his staff to be professional, highly efficient and knowledgeable. I would not trust my finances to another."
"My wife and I used Bernie in 2017 and He did our Taxes wrong. He claimed things that we did not even have with having expenses we could not prove. We trusted him to do them the right way and he did not. We now owe $10,362 dollars because of interest. When I approached Bernie on this matter he said ' I took a shot and they got you" If he would of just did them the right way the first time we would have broken even now that I'm looking everything over. I do not recommend him and if you use him please make copies of everything and look it all over."
"Been using Bernie and Dorothy Roman's tax services for more than a decade. Bernie is both a salty character (in a good way) and one of those "salt of the earth" kind of people. They are up front, blunt and never steer you wrong. It's always worth my 45 min drive to have them take care of my taxes every year."
"Still waiting for my refund did my taxes in February its April still waiting. Cuase even though I paid the same day I had it done they never credited my payment on my file. I waited almost a month and woundered wheres my return so I called. Found out they NEVER SENT IT. They had down waiting for payment I said I paid they checked she said okay it will be sent through and hung up. FYI it was a whole month later no apology nothing. To find out a few days later she never sent it either. Cuase I didnt trust her I went down there and the women then apologizes and sent it few hours later I got a confirmed email. I BEEN WAITING THIS WHOLE TIME AND ITS NOW INCONVIENICED ME SO MUCH. I did it in february to get it back early direct deposit. Still waiting cuase there mistake. I needed that refund. It messed up my plans it wasnt just a few hundred dollars."
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