I've been going to Street Financial Services off and on for years. It is a small one man operation…read morewith Jeff at the helm and his administrative assistant Claire as his handy sidekick. Jeff is a Certified Financial Planner (CFP), Investment Advisor Representative registered with the Securities and Exchange Commission, Registered Principal, and Registered Representative through WRP Investments, Inc. (lazy me copied from his website). Basically he can do whatever your little heart desires with your moola. Well almost anything, he can't help you if you decide to hide it under your mattress! My most recent visit was to cash out my 401K and pension from my former employer. We had a long discussion about my future plans, how I want to live when I retire and all of my options. Jeff will go into as much detail as you want with his explanations so that you feel comfortable about how your money will be handled. He even has a powerpoint with all sorts of information. My transfer went smoothly, he did a conference call with me to get things started. Claire got all the paperwork ready and all I had to do was bring them the check when it came. I get monthly statements which show all my balances and also receive detailed summaries when my money moves around. Jeff isn't just some bank employee who's taken a couple of courses and can only give you a limited number of choices. If you have a 401K to transfer or are nearing retirement, Jeff would be a valuable asset to helping you retire in comfort.

Jeff has completed our complex, multi-state personal income tax returns for 4 years. He picked up…read morework from the excellent professional we used in New York when that professional retired. Last year our returns (federal and 2 states) cost $800. When working with Jeff expect good quality -- if Jeff has a clear sense up front of what's required and the flexibility to complete it when he is able to slot it into his schedule. In our experience you can also expect to follow up in order to stay on his radar. In our experience we lacked clear due dates, what (if any) additional documentation he needs from us, how many hours he expects to work, expected fees, what kind of notification he provides if fees exceed estimates, and when fees are due. While good quality, I'd also advise you to check your returns carefully every year, comparing what was filed to prior years.

We needed an accountant as the tax rules changes for domestic partner ship ad we needed some help…read morewith navigating through the IRS maze of tax law. We ended up here at Ivas, CPA as they are local and have been in busines for quite some time. Jeff Ivas provided us with a quick appointment, and assisted us with running several reports on the best way to file to get the best rate and pay the least amount of taxes as possible. Process was quick and painless and they e-file 2 returns for $240.

I've been a client for years, and have had to change cpa's multiple times. But this tax season was…read moreunacceptable. I first reached out in April and got a delayed reply with a sudden price increase, despite no change in my situation. After asking to continue via email (as I always have), I followed up over a week ago with no response. It's now June 17. This is not transparent or professional service - just poor communication. This company is SCAM likely. Time to move on.

The WORST firm I have ever seen. We have been a small business client for over 5 years and they…read morehave missed the filing deadline for K-1's EVERY YEAR. Now we are having to re-file for 2021 and 2022 because of their ERRORS. Do not even consider hiring Michael Hamlin. You will regret it. This guy goes on vacation all the time and does not care if he leaves you hanging. We are about to sue them for malpractice and negligence.

Caleb is a great CFP to work with!…read more He helped me set up life insurance policies for my 3 daughters and has provided me with guidance on investing for my families future. After meeting in person, he has kept in constant contact with general information in the market as well specific info pertaining to my situation. I just turned 41 yrs old and I feel like a real adult knowing I'm securing a future for my little ones :) Thanks Caleb and Co.!

After 15 years of going with the "big guys" for financial solutions and investing, I decided to go…read morewith Caleb and Harty Financial for all of my life insurance and long-term investing needs. He analyzed my income, assets, and business, in order to assess what I actually needed versus what he could simply sell me. Once I trusted him with the small stuff, I transferred my investment portfolio to his team which resulted in better investments across individual equities and funds, rather than lumping everything into index funds. I've been very pleased with the results and ongoing client relations. Great job.

Extremely professional yet accessible help w financial planning. We made a budget, listed goals,…read morediscussed assets and options to make my money work for me. Nick could not have been less intimidating! And he is very flexible with when and where he can meet you. Zero complaints. Thank you!!! I finally feel back on track financially as opposed to clueless and in over my head.

I completely trust Nick. He definitely exceeded my expectations. He was compassionate, flexible and…read moresupportive every step of the way. In a moment where I was panicked with fear about which move to make financially, Nick listened with compassion and advised with wisdom, all the while demonstrating a genuine desire to help and the skill set to back it up. 5 stars for Nick. I will continue to use Nick as a trusted resource and advisor.

Our neighbors recommended this CPA firm. Being new to the area, we didn't know who trust with our…read morefinancial information. Jean Martel did a quick and thorough tax return for us at a very reasonable cost. We were impressed and will certainly return next Spring!

I've been getting my tax returns here for over 15 years now. Jean is such a great person and so…read moreeasy to work with. I would highly recommend his tax services!

The best financial advisor around. She's very knowledgeable and really does a great job at…read moreexplaining everything. I highly recommend her.

I first used Finocchiaro Taxes in 2022, when my long time account retired…read more I have found them to be great! Very professional, friendly, and most importantly accurate & though-row. Francesco is so proficient and really experienced he has earned my trust and respect. If you need an accountant, I highly recommend this company. DJChambers 9/11/2025

Learn from my experience! Think twice if you're considering having your taxes prepared by…read moreFinocchiaro Tax & Accounting Services in Methuen, MA. The son (Francesco Finocchiaro) of Santo Finocchiaro was going to try to charge me $750 when I met with him. This insulting price was to prepare two fairly simple tax filings. Keep in mind that only two weeks earlier while shopping for an accountant to help with my taxes I had been quoted $250. That was to prepare both filings. This was quoted to me by an entirely separate and unrelated accountant working in another town. I have every reason to believe the father, Santo Finocchiaro was a reputable accountant who up to this point built a solid business and understood the meaning of what is fair. As for doing business with the son though, I say be safe. I wouldn't have a thing to do with him. Attempting to price gouge his customers strongly suggests an opportunist. That young man has a lot to learn about word of mouth in regards to reputation and what is fair when dealing with customers. That is of course if he ever wants any of them to return to do business with him again. If I could have given this business a lower rating than just one star - I would have. And NO. I would not refer this business now to anyone nor will I stop warning people of my experience there. What's fair is fair.