Have you ever had to DROP your taxes off and WAIT? NOT HERE…read more HM income tax does your taxes on the spot, inform you of the returns you're going to get and it's a quick, easy, PERSONALIZED, experience. I loved Christine. She was the best accountant I've ever worked with. RECOMMEND, RECOMMEND, RECOMMEND!!!

Excellent tax prep assistance by a knowledgeable & courteous staff. Our first time with HM & we're…read moredefinitely coming back next year.

This was my first time using Ray for my kind of complicated tax prep, but I'm coming back every…read moreyear from now on! This is a family business: Ray does the prep, his wife (of 49 years!) does scheduling, and his adult grandson and wife assist in the practice. The office is filled with family travel photos and mementos, and small things to make customers feel well served and welcome: water bottles and soda are on the customers' side of the desk, with candy, phone charging cords, and pads and pens. I got a rubber jar opener that Ray gave out last year - his 30th anniversary client gift because I didn't get one then (not being a client). It's in a strip mall on the corner of Newport Ave and Beverage Hill and does t look that reassuring from the outside - but inside is a caring, professional, and friendly group of tax experts. As we sat doing my taxes, about 10 people came in one at a time to drop off, pick up, or ask questions about their tax forms (and one who needed to do amended forms for late W-2s). Grandson Austin handled most of them independently, but was very discreet when he needed quick info from the expert. Ray saved mea SERIOUS amount over last year's federal tax bill (by finding deductions TurboTax - and the CPA we used before last year - didn't offer/explain, at about half the fee I would have paid either of them). He also helped me learn how to pre-pay state taxes to lower my sticker shock next year: I'll always owe RI because my husband's MA pension isn't taxed by MA when it's paid but it's considered fully taxable income in RI. Ouch. Helping me avoid another huge bill next August? Thank you, Ray! Call early for 2026 - they cannot accept any more new clients this year. I'm so lucky I made the call to Ray Therrien when I did!

Thank you Ray your service and all that work for you are exceptional, personable, knowledgeable…read more Thanks again

I never leave reviews--ever. But this experience was bad enough that I feel obligated to warn…read moreothers. I reached out to Mak three times to ask when I could pick up my tax return and was ignored each time. On the actual day taxes were due, I had to chase him down myself. When I finally got in touch, he was shockingly rude and disrespectful, and then told me the fee was $395--even though he had originally quoted me $95. This was never mentioned until the last possible moment, and it honestly felt like a bait-and-switch. If I had known the real cost from the beginning, I never would've trusted him with my information. I'm filing a complaint with the Rhode Island Board of Accountancy, because this behavior is not just unprofessional--it's unethical. Avoid at all costs.

We've been dealing with Mak for a few years now & every year it becomes worse & worse. 2024 tax yr,…read moreour taxes were filled until July 2024. We decided to give him one more chance due to the flood his prior office had. 2025 year has left us bewildered. He doesn't answer his phone calls. You have to hound him, because "he's always busy". He doesn't know what he's supposed to be filing. It's sad, because we have to tell him how to do his job. All he cares about his money, as opposed to helping you. Save yourself the hassle, pls go somehow else. Someone who will actually take care of your finances & the correct way.

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!

Steve was amazing! So professional and extremely knowledgeable! I reached out to Steve with a tax…read morequestion and he answered it completely! Steve asked me if there was anything else I needed help with and I asked him for a quote to do my taxes. Steve quoted me a price that was more than fair! I met with Steve later in the week and my taxes were completed in a week! Steve also found errors on my taxes that I had a separate company prepare last year and was able to recoup a substantial sum for me!! I will never go anywhere else!!

On short notice near the end of the busy tax season, Stephen was able to complete for me a federal…read moretax return for a revocable living trust. After comparing rates with other tax accounting services, Trank & Amaral were by far the most competitive. Stephen was even able to find ways to reduce the amount owed to the IRS. I will definitely use Trank & Amaral again in 2026 and for all my tax related needs.

Extremely professional service. They handled some past year tax issues for me an took such a huge…read moreweight off my shoulders. Really happy I found them after my new move to MA.

Bumped from two stars to three for these reasons:…read more 1) The company took responsibility for a mistake that triggered a $200 fine from IRS, and refunded me for it. Thanks. 2) I was able to reach my accountant on the phone easily during the peak season, and he gave me a quick answer in a few hours - during the weekend. Still, my experience was less than satisfactory. (1) The return that the team prepared had two mistakes, which I spotted and saved myself 6,000$. This is the exact opposite of H&R Block Second Look - I was the second look! (2) There was an additional mistake that triggered a review by IRS, which costed me $200 (refunded by Dimov, as mentioned). You don't want to get reviewed by IRS. (3) Even if I started uploading my documents early, big stuff in February and March 3 (with some small updates for few hundred dollars coming later), the return was ready only on April 6, and the signature docs only on April 8. Add the weekend, and we got REALLY close to the deadline. They even suggested filing for an extension... due to their own delay. (4) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to clarify the issues, and one question was eventually escalated to his manager, who initially missed the point and gave me an unrelated answer. After multiple messages, where I quoted the tax law, we were at last in agreement. (5) The free Q4 2025 tax estimate took a month (from Nov 7 to Dec 4) after being bounced from one person to another. I ended up doing it myself and it was just double-checked by their team. (6) The team used this Q4 estimate in my return, instead of the actual values from the previous year, requiring me to scan the return line by line to find incorrect data. (7) Through the process, I received messages from 13 different people. Only one of them appears on LinkedIn or any Google search. Draw your own conclusion about this. (8) They offered me a tax-estimate package where they would help me estimate my quarterly payments. This was priced as 3 hours at 360$. Does it take 3 hours to scrape a few bank statements for data (AI is really good and fast) or 3 hours to run their software on these numbers? Come on, this is 2026. Really, not what I was expecting.

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.

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