Michele was knowledgeable Michele was knowledgeable, pleasant and helpful and I plan on talking with her again.

Elizabeth's Customer Service ***** What made my experience great? Elizabeth made my experience great. First of all, my wait time was very little before she picked up the call, she verified my information, answered my questions then offered me additional information that I had not thought about asking. I walked away from the call feeling very confident in providing our joint client the information in which she shared. She was thorough in all manners and customer service was on point. Thank you, Elizabeth!

Elizabeth, the problem-solver! Elizabeth Crandall was attentive to my need and most understanding! I had called to ask for completion of a problem I brought to Nassau yesterday when I spoke to Geena. Elizabeth found the information I needed, had someone there compile it so that it could be sent to me, and then she emailed it! I received the info and can now put away my IRS forms for 2023. Huge relief. Thank! BJS

Naomi helped me Naomi helped me. She even remembered speaking to me last year. She was so nice and polite and helpful. She has excellent customer service.

Elizabeth is the BEST! Elizabeth is always very pleasant and informative with every call. She is a true professional and her customer service is to be commended.