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    Hemenway Associates

    4.0 (5 reviews)
    Open 9:00 am - 5:00 pm

    Services - Hemenway Associates

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Hemenway Associates Photos

    Recommended Reviews - Hemenway Associates

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    1 year ago

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    3 years ago

    Kate has been an excellent financial advisor, tax preparer, and legal assistant to our family for years.

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    7 years ago

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    Ask the Community - Hemenway Associates

    Midwest Accounting and Tax Service

    Midwest Accounting and Tax Service

    3.5
    (13 reviews)

    I've been going to Tony for five years, and he has always done an excellent job. This year he…read morehandled my complicated business taxes with the same thoroughness, knowledge, and patience I've come to expect. He even worked after hours to make sure everything was taken care of. I really appreciate his professionalism and dedication. Highly recommend Tony for anyone needing tax help.

    We have had multiple issues with Tony and they are still ongoing. Earlier this year, we ended up…read moreowing an additional $4900 on the 2024 state taxes because "Tony messed something up". When you communicate with Tony, he will never give you a straight answer of where he went wrong. The issue ended up going on so long and we weren't notified about it by Tony - instead, going into the end of 2025, we got a letter from the Department of Revenue of the State of Nebraska that if a payment plan or full payment was not made, a lien would be placed on our property. You can imagine our surprise to receive such a letter when we are paying Tony close to $1200/year to file our taxes! A premium price for NOT premium work. Even once we made the full payment on that, Tony took 5 months for the fees to drop off of the bill because he kept claiming "their office is busy". I called their office several times and had no issue getting them on the phone. To top it off, we just submitted our 2025 taxes and we were expecting a return. Lo and behold, the return hasn't come after more than a month later. We had to call the IRS to find out why and it turns out, Tony never submitted our 2023 taxes!!! And now we are being sent an additional bill because he's claiming we owe on the 2023 taxes that he finally just filed. How did he not get notified that the 2023 filing didn't go through? When I spoke to him on the phone, he tried to play this game of "oh you know how these computer systems work"....umm no! That's not how it works! The IRS would have notified him. When he sent us the most recent amount that is now due in back taxes, he also just sent a blanket amount without the breakdown of interest and fees - probably in the hope that we will just pay it and that he doesn't have to cover the fees. Also, once I realize that multiple mistakes were being made on our tax returns, I went through them myself and found additional mistakes! I had switched jobs in March of 2024. I sent Tony both W2s for that year. When I went back through the report, he only filed one of the W2 incomes/taxes and he filed it under the wrong company! Like, this is a job where details matter and when you communicate your frustrations with Tony, he doesn't take care of it. Sometimes we are waiting for months on end and most of the time you can barely reach him by phone. Emails are completely out the window - he never responds, I doubt he even reads them. We will never be doing business here again. Do not do business here unless you want to be dealing with the same headaches that we are - dealing with taxes from 3 years ago due to clerical mistakes from Tony. I saw another poster mentioned making a report to the BBB. I will be posting there as well as making a formal complaint with the IRS.

    Retire Smart

    Retire Smart

    1.4
    (5 reviews)

    I listened to the RetireSMART radio program on the weekend. I thought it couldn't hurt to have the…read morecomplimentary (free of charge) "Report Card" done on my portfolio. I've been retired for 5 years now. I've been with my current advisor since 2002 and she has done an excellent job investing my money to where I don't have to worry about money for the rest of my life. I wanted to make sure I wasn't missing anything by getting a second opinion on where I'm at financially today. I sent in all of my relevant documents for their team to analyze and filled out their questionnaire indicating my LOW risk tolerance. I also provided the investments that I like as well as those that I do not like based on my past experience and where I'm at with my life. In order for a new company, like RetireSMART, to take over your investments, they have to find "something wrong" with the way you are currently invested. Otherwise, why would anyone go through the hassle of switching just because it's something new and trendy? A radical move like this is messing with a person's future financial stability so you have to be careful. They did analyze my investments and I was surprised as to the recommendation of basically selling everything I currently own in the portfolio. They recommend selling all of mutual funds and tax free bonds for ETFs, buying stocks (which I consider risky at my age), exchanging my large life insurance policy for another insurance company and converting my entire IRA to a ROTH IRA before I turn 72 putting me in to a much higher tax bracket also effecting my Medicare premium when I turn 65. They backed up their recommendations with data based on current trends and pending legislation at the federal level. It looks attractive when they mention that an investor will have more say over their money at the end of their life. With me being single with no dependents I could care less about any remaining money after I'm dead. There is no crystal ball with their recommendations. Tax rules change all the time based on the administration that is in office. I decided their recommendations were not a good fit for me so I will continue down the path I am on prior to the review with a few minor tweaks. If I was much younger it would make sense to go with their company. I thanked them for their time and efforts.

    Very misleading company who pushed and sold me an annuity which was very misleading- Financial…read moreadvisor they call themselves what a joke!- more worried about there commissions than producing a clients return on there money.

    Hemenway Associates - taxservices - Updated August 2026

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