1. Futurewise Financial Services

0

Warwick, RI

Cancel

Open app

Search

Futurewise Financial Services

5.0 (1 review)
Open • 7:00 am - 7:00 pm

Request a consultation

You can now request a consultation from this business directly from Yelp

Services - Futurewise Financial Services

Current year tax preparation and filing

Past year(s) tax preparation and filing

Futurewise Financial Services Photos

You might also consider

Recommended Reviews - Futurewise Financial Services

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration

2 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

Ask the Community - Futurewise Financial Services

You might also consider

Verify this business for free

People searched for Tax Services 621 times last month within 15 miles of this business.

Verify this business

Peter Lang, CPA PC - Certified Public Accountant you can trust.

Peter Lang, CPA PC

(1 review)

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

Raymond Therrien's Income Tax Service - Tax office
 591 Beverage Hill Ave
 Pawtucket, RI 02861

Raymond Therrien's Income Tax Service

(9 reviews)

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

Ucran & Company LLC

Ucran & Company LLC

(29 reviews)

My wife and I have been using Jonathan Ucran's services for two years now, for both tax preparation…read moreand tax planning. I can't say enough nice things about him and his staff. He is excellent at what he does, has a thorough understanding of both Rhode Island and Federal tax codes, and can navigate the complicated landscape of all things tax related with with ease; providing great advice and top notch work, with a professional and kind demeanor. My taxes are somewhat complicated, and having him on our side gives me the peace of mind I need to understand and deal with the normally "scary" responsibility we all bear as tax paying citizens. On top of that, Jonathan is a committed family man, and good guy. The kind of person I want to entrust the personal and important task of tax preparation to. One will regularly find his son doing his after school homework in an adjacent office, near Jonathan's proud display of his son's Lego creations. That, coupled with his warm and inviting staff, a convenient location, and personal, high quality service, makes Jonathan Ucran the only choice for me and my wife. You can't go wrong here.

I've been using this accounting service for three years now…read more I own a rental investment property so doing my taxes on my own is something I'd rather not tackle, especially since tax allowances and breaks change Year to year so I'd much rather pay someone who's knowledgeable. They make it so easy. They send me a copy of my last year's return so I can see all the prior deductions and then I can fill in the current numbers for this past year. They also did my daughter's tax return for free last year. I drop off the packet with my new numbers and within two weeks I have my nice refund. I'd rather pay for this great service as opposed to trying it on my own and creating potential errors. Maybe I'll try next year!

Futurewise Financial Services - taxservices - Updated October 2026

Loading...
Loading...
Loading...