Wow these guys are awesome. I had some questions about forming an S corporation and Alex got on the…read morephone with me and explained everything in detail and spent quite a bit of time helping me understand the whole process. He also pointed out a few other things that I didn't realize that will help me in the future. I feel completely comfortable doing business with them and plan on having them do my taxes next year. Very professional and knowledgeable I would highly recommend these guys

I found these guys online; landed on one of their articles concerning a tax question. At the bottom…read moreof the article it said "for any questions, call", so I did. I spoke to Alex Franch, asked my question, and Alex was really friendly and helpful. Not only did he answered my question but also went as far as to give me examples and scenarios which helped a lot. I really appreciated the help. Thank you!

You hear stories about people or businesses making a difference. Well this man, Charles Markham is…read morean absolute GODSEND, especially for me. I was behind on my taxes 6 years for my personal and business. Charles was very understanding especially at the beginning. You see I had already been cheated out of close to 8K in fees I paid to one of these IRS Rescue places. So I was not a very trusting customer at the beginning. Charles took the time to understand all of the information about my situation BEFORE even accepting any money (If I recall correctly). I was bowled over by the breadth of his knowledge. After everything was said and done it turned out that I really owed very little in taxes but he penalties where coming at me like a freight train! Charles was the Calvary to my attack. He saved me so much money BECAUSE he knew the process. Of course he is an ethical person and I would not deal with anyone who isn't. But the little guy (me) can always get helped with a technicality in my favor. That was my issue. Due to a technicality that no Accountant I know of would have found, Charles was able to reduce my penalties significantly. If you were to say I was satisfied that would be a gross understatement. I am just THRILLED at this invaluable resource that every person and business should know about. He even has a monitoring service that he runs for a yearly fee that will tell you of any impending issues with Uncle Sam a good 6 mo. before they happen. He would always alert me that I would be getting this or that in the mail and tell me how to respond or what to do with it BEFORE I ever got anything in the mail. It is just so comforting to know that Charles and his company have my back and if, God forbid, I ever get questioned or worse audited I know that Charles will be there by my side advising me on what to do or not do. I am sleeping so much better now because I know what's going to happen before it does!

I am writing this as a highly seasoned tax professional that needed some expert assistance…read moreregarding an IRS audit that went sideways. Mr. Markham jumped right in and explained to me in detail what needed to be done to save the day. He prepared the document for me, as promised. And I am 100 percent expecting a favorable outcome for my tax client. I owe him!! I truly believe if your tax professional has other tax professionals and tax attorneys as clients, he/she must be doing something right!!

The knowledge of my tax preparing person Connie is very easy to talk to. She is patient when…read moreanswering questions the thoroughness of her work is amazing . Very easy to contact. I feel the fee that is charged is appropriate I feel very confident when my forms are submitted I breathe a sigh of relief when everything is done for another year

If I could give these folks zero stars, I would. You would be better served finding a squirrel…read morewho'd gotten ahold of an abacus to complete your taxes, and the squirrel would probably be quicker. The communication from the staff is poor on a good day, they do not (or can not) keep track of the documentation you submit, and if you have the misfortune of being assigned to Alex Franch, be prepared to deal with someone who is incredibly rude. Try literally anywhere else. Going with this group was a colossal mistake.

Kathy is not only outstanding as a tax consultant, she is just as outstanding as a person. Even if…read morewe end up paying which doesn't usually happen due to Kathy's efficiency and professionalism we always enjoy our brief but exhilarating confidence with her!! Next year we will do an in person appointment in order to see her physically!!! She's the best!!!!

Only certainties in life is death and taxes. Usually having to do my own taxes via quick books felt…read morelike death. Well thank god I found Kathy! My wife and I decided this year to go to an accountant because we are in the process of adopting and we're unsure about the adoption tax credit. After hours of wading through accountant reviews, we rolled the dice on R and S. Kathy promptly scheduled us an appointment and even accommodated us through COVID precautions. Kathy was incredibly knowledgeable about the tax deductions and tax code. Her expertise is second to none. It was quick and painless. By the time we met with her all of our information was in the system and we just needed to clarify actionable information. Needless to say I will NOT GOING BACK TO QUICKBOOKS! If you need your personal or business taxes/books done go to Kathy, you will not be disappointed.

Great service. Friendly, helpful staff. Great tax advice. Full service tax and accounting services.read more

From the owner: Safe Harbor is your local choice for tax and business services. We would like to meet with you,…read morehave a conversation and see how we can help your business.

Thanks Bob for the years of good service. Highly recommend you,read more

From the owner: Whether you need assistance managing your business finances or building a personal portfolio, R. E…read more Davis and Associates is a comprehensive Norwell, MA Accounting solution. Call us today.

Kimberly and I have used Brian and Regina's services (IFS) for decades and could not be any…read morehappier! They are always available to answer any questions or concerns and have helped us navigate all the complexities of developing and running our small business. Brian's knowledge is second to none and we ALWAYS recommend them to family, friends, and clients! You need to put IFS to work for you. They know everything and utilizing their skills will make your life much better!

From the owner: At IFS, our tax preparers strive to do what is best in the clients interest when handling personal…read moretax preparation, small business and corporate tax preparation, tax planning, resolving tax issues with the IRS, audit representation, and bookkeeping services. Our preparers take time with each client to produce plans or ideas that is in their best interest. Choosing the right accountant for your individual tax return or small business shouldn't be left up to chance. Our helpful tax professionals are willing to take on new clients and help to make your experience as simple and painless as possible. We offer a number of services to help make filing your tax return easy. We strive to work for you, the client, as we provide services to people all over the country. Even in the off season, we always have someone present to answer your questions, or deal with your tax issues for at IFS, even after April 15th, we never stop working for you. Contact us to provide you with the best service possible and to answer any questions you may have.

This office cancelled an appointment my elderly mother made three weeks in advance *the night…read morebefore the appointment* because the planner was "too busy with taxes." She was a paying customer like anyone else, and badly needed financial advice after the passing of her husband. She had waited patiently for her appointment to get some advice. No compassion and terrible customer service. Avoid for sure.

From the owner: We are Family Wealth Managers. We specialize in goals-based investing, and planning for all…read morescenarios and seasons of life. We believe in showing compassion, being present, working intentionally, and being mindful for our clients. We serve clients in all seasons of life, but are especially adept at Estate Planning and Charitable Giving.