I am very pleased with the tax services offered by this firm. My taxes, state and federal, were…read morequite challenging these past few years due to complex family and business events in a few states -- and the fact that "everything happens at once." I am a happy and grateful client, and I can recommend this firm highly.

I am an estate practitioner and recently started using the services of this company to prepare…read morevarious estate tax returns. The experience and service were nothing less than phenomenal. I worked directly with Chris, Jr. and Martha who made the daunting task for me to get these returns done and timely filed easy and worry-free, and I could not be more pleased with the outcome. I would and already have recommended them to friends, clients and colleagues.

Peter did our taxes this year and he did a fantastic job. I'd say we have moderately complex…read moretaxes, but they were not a problem for him. He cranked through them quickly, answered our questions clearly, and ultimately charged a very reasonable fee. The things I liked best about working with him: * He came to our house on a Sunday afternoon for the initial consultation - that saved us a lot of time since we have kids and work full-time * He is extremely responsive on email * He isn't too old school - he was able to share files using dropbox, scan paper docs, and generally work with us electronically. Not too many phone calls, paper docs, etc that the old school guys still rely on. * His final bill was very reasonable I don't write a lot of yelp reviews, but this was a super positive experience so I thought I'd share.

From the owner: We are not your typical CPA firm. We enjoy working with passionate business owners to help them…read moresucceed and grow. We provide services to assist in software set up, outsourced accounting services, strategic business planning, and tax planning and preparation. We provide value to our customers by using the latest technology with clear communication and great customer service. Available services include: Individual, LLC and corporate tax returns, Estate and Trust tax returns, Sales tax/property tax returns, Payroll tax returns, Multi-state tax issues, Quickbooks consultation Design Manager consultation

I filed 3 years of taxes at h&R block in the Warwick Mall. Gabriella petruck filed my taxes. She…read moredidn't tell me what I was being charged before she filed my taxes like the website says she didn't tell me what I was being charged after I filed my taxes. She didn't give me a receipt stating what I was charged. I didn't find out what I was charged until I came home and called the 1-800 number and asked and then I was informed that I was charged almost $1,000 to file 3 years of tax returns. She then called me and tried to tell me she charged me half of what she charged me and when I stated I now knew what she charged me and that it was double that and when I asked for an itemized receipt she told me she had to speak to her supervisor and never called me back. Then I looked through my paperwork and she didn't give me copies of my tax returns for two of the years that I filed. I filed a complaint and the office manager Louis Marandola called me and was extremely rude to me when she went over my charges and it came out to $200 less for only one of the years that I filed she kept arguing with me and stated that I wouldn't get a refund then tried to tell me that the next year I was charged $40 more because the price had gone up in 5 minutes. They put some peace of mind insurance on there that I never asked for and said that I had purchased it when I didn't even know what it was. When I asked to speak to Lois marandola's supervisor she gave me the supervisor's name but would not give me her phone number and would not spell the name for me and then hung up on me. I am still in the process of resolving this I still haven't gotten a refund for being overcharged I still haven't gotten copies of my tax returns and I'm still being treated poorly by h&R block in Warwick. I will never go to h&R block again and anyone that reads this you should never go to h&R block in Warwick their service is horrible and their business practices are criminal.

absolutely the most disrespectful bunch of office workers I've ever met. They're highly…read moreincompetent, don't return calls when they say they will - or ever. Lie about filing claims, amend your taxes without permission, i could literally go on and on.

Hired this company about a year ago with certain expectations discussed prior to hiring them. The…read morecompany did not deliver what they promised. We were sent between several different personnel who work for the office who could not seem to communicate timely and effectively with each other. The accountants were not able to complete services they agreed to complete, and we ended up owing around 20k for a service they agreed to perform but then did not perform. Thankfully we had the money to do so when we suddenly found out what was owed. I wrote an email expressing my concerns to the owner who was quick to just let us go as a client (with about 5 minutes of reviewing the case before responding to us and letting us go) it shows their lack of interest in retaining clients or actually addressing issues within their own company. Poor customer service. I would highly recommend seeking services elsewhere.

I never leave reviews but feel like I need to with my experience with Neil Fradin. I recently…read morereached out to get some assistance with my online business. I contacted Mr. Fradin last week and had not hear back so sent him a follow up e-mail today and he responded with "REMOVE ME" and nothing else. Very unprofessional. Look elsewhere for help with your books.

Absolutely amazing job, Anne helped my fiancé and I, and I couldn't be any happier. She is very…read morethorough, very explanatory and made us feel comfortable while being in her office, and we were in there for a long time going through ALL of our stuff. She is more than just helpful with taxes she went above and beyond. I have dealt with many tax personal prior and I will only recommend and deal with Anne and her family from here on out!

Complete rip-off, and she rudely asked if I was "expecting" twice. I sincerely hope that at least…read morewas a miscommunication, even if everything else was blatantly bad business. We went to an advertised "free" consultation. I asked a question, and was told it would cost $139 and turn into a tax consult if she answered. So, the free consultation didn't allow us to ask any questions, or else it would become a consultation and cost money...? Make it make sense. I said I understood, she didn't need to answer, yet at the end, after NOT answering my question about realtor commissions counting for cost basis when calculating capital gains, and telling us a tax document was incorrect and sending us on a wild goose chase (it said at the top DOES NOT CONTAIN STATE TAX INFORMATION yet she told us my husband's employer misreported his state tax info, which both other accountants I interviewed caught and explained immediately), she still surprised us with a $139 bill. We paid to avoid a scene as she had other clients, but do plan to reach out and ask for a refund, as we never agreed to pay after being advertised a "free" consult- that contained multitudes of bad information regardless! We were going to be MASSIVELY overcharged had we gone with her, as she was over 10x the price of the lowest option and nearly 10x the price as the next most expensive option, that included audit insurance. We had moderately complicated taxes, due to capital gains on a house. We are not self employed, do not have any investments, own a business, or have any other complicating factor to justify the insane price we were quoted. It took her the full hour to sort through our documents and she still wasn't near done- other accountants ranged from 45 min- 1 hour for a complete consult. She was going to charge us approximately $5,000. Other accountants quoted us from $300-600. (We went with H+R Block due to their audit insurance for an estimated total of $600, which still very much on the high end for filing taxes.) And before anyone assumes miscommunication- she gave us a printed bill with estimated charges totaling $4896. That was not our estimated tax burden, that was HER fee to file our taxes. During the free consults with the other accountants, they both answered all my questions (like one does during a free consult...) and both accountants pointed out factual errors in what we had been told. (See above, some 2024 W2s put state tax information on a separate page/document, and she was unaware of this change, for the most stressful example.) Anne Shade insisted we had to file extra paperwork and called it "difficult" when you sell and buy a house in the same tax year- even though most people who sell a house buy another to have a place to live- and both other accountants explained that in our case we only had to file paperwork on the first house, and any paperwork related to the newly acquired house would only matter when we go to sell. She also gave us information disputed by both other accountants and my own research about the medical exemption to capital gains tax, and the amount of up-front documentation needed to claim that exemption. She was going to file, and charge us for, a ton of unnecessary documents. I do not know how this "free" consult went so horribly off the rails. But I am not the only review online with a claim of being overcharged to file unnecessary documents.

My experience working with Lopez Insurance & Tax has been very positive. I was several years behind…read morein my business and personal income tax filings and was missing a lot of critical information that was needed to file accurate tax returns. Ms Lopez helped me in contacting the IRS on the phone to get the relevant information and then in filing the missing 3 years of federal & two states in a couple of days. Also while we were waiting for the IRS callbacks, she helped me lower my car insurance by approx $5000 a year. Her pricing was very reasonable and a fraction of what my last CPA would charge me. I received the refunds owed to me in about a week. I would use their services again.

From the owner: At Lopez Insurance & Tax Solutions, we provide trusted guidance for individuals and business owners…read moreacross five core areas: - Expert Tax Advisory & Planning - Reliable Bookkeeping & Financial Organization - Comprehensive Insurance Coverage (Auto, Life, Business & More) - Certified Notary Public Services - Business Consulting to Help You Scale Smarter Whether you're looking to lower your tax bill, get your books in order, protect your assets, notarize important documents, or grow your company—we're here to help. * Local. Bilingual. Personable. * Serving our community with integrity and results. * Call now or message us to book a free consultation today!