Testimonials

Kevin has been doing my taxes and providing financial advice to me since 2008. I must say that Kevin has done a great job. He helped me set up and manage my 403b and kids 529 plans to save for college. When I call Kevin, he always gets right back to me. I don’t think you will find a tax professional or financial advisor that will be more diligent than Kevin…Ryan Black, East Islip NY.

Kevin is a fantastic accountant and also does a great job with financial planning. He is somewhat of a secret gem out here in Suffolk County. My wife is in the business field and Kevin was super knowledgeable for her needs in the private sector. He was even more helpful for me as a teacher since he is a former educator as well. He’s an all-around good person so it’s a pleasure meeting with him to discuss finances. He’s always very honest. A+++ rating for sure… Thomas Cruickshank, Bay Shore NY

I have been a client of Educators Tax Management for years. Kevin has gone above and beyond to ensure every tax component is done to perfection. Not only is he highly proficient in handling tax returns, but Kevin also makes sure he addresses every concern throughout the entire process. He’s been there to answer my questions day or night – even weekends. If you are looking for a seasoned expert to help with filing your personal or business taxes – Educators Tax Management is simple the ONLY choice… Vincent Ruggiero, Port Jefferson NY.

I began working with Kevin in 2007. What I liked most about him was his attention to detail. He wants to make sure that I don’t miss any deductions on my taxes and he always tells me to call him before engaging in any major financial decisions because he might be able to save me money. He was also very helpful when it came to setting up 403b, brokerage accounts, and 529 college accounts…Kevin Kolar, Sayville NY

Kevin is the best tax guy in Suffolk! In addition to taxes, he also helps me with all my investments especially my 403b account and my real estate… Anthony LaRocca, Oakdale, NY.

The best Tax guy for teachers knows everything that a teacher is able to claim and does it for a great value.  Have recommended Kevin, to many people and they have recommended him.  Once you use Kevin, you will never leave! I even transferred my 403b account over to Kevin as well because it was lower in fees and no commissions… Scott Surdi, Sayville NY.

Professionalism, Quality, Responsiveness. Robin P., Central Islip NY.

Kevin is an amazing financial advisor and has so much information & in-depth understanding of so many different tax situations. He is easy to reach and extremely quick. Highly recommend!! Joe B., Port Jefferson NY