Best accountant I have ever had. Always thorough with great communication. Highly recommend to…read moreanyone with a business or for personal taxes.

We need needed a consultation about a business venture we were about to start. I emailed Nikki and…read moreshe answered back quickly, and got us in within the same week. The office was in a charming historic building in down town Providence. Everything from the hallways to the elevator to the pendulum clock in the office just reminds of a more classical time in the history of Providence, perhaps a better time. Nikki is very kind and welcoming. She has a positive attitude. We sat with her and her father, Larry. They know how to ask all the right questions and they gave us a detailed and thorough consultation. I was really impressed with their professionalism. Best of all, the consultation was FREE! And here is how I know Nikki and Larry are trustworthy. They advised us against a specific business plan and showed us its shortcomings, although they could have made lots of money doing the paperwork for us. This shows integrity. Larry showed me how to do a simple task at city hall that would cost me a mere $10 instead of something that would have cost around $1000 a year. Give them a try and judge for yourself!

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!!

My experience was extremely disappointing. Responses were routinely delayed, and I often had to…read morefollow up multiple times. I later discovered several errors that, in my view, resulted from insufficient fact-finding and attention to detail. When I raised my concerns, the response seemed more focused on the firm's reputation than on addressing the underlying tax issues. Unprofessional. The service fell well below what I expected from a tax professional, and I would not recommend this firm.

My returns had a lot of complications (capital gains, multi-state, etc.) and Tyler was able to sift…read morethrough them all. It took longer than I expected, however my needs were to amend existing returns which I made a mess of using TuboTax and I appreciate the thoroughness and quality of the work.

If I could give ZERO stars, I would…read more First of all, this address is wrong- they DO NOT have an office in Boston. Secondly, DO NOT TRUST THEM. I truly have no words for the service we got (but also I won't shut up about it bc if I can save someone else the hassle, I will). We hired a CPA this year bc of some issues with our state tax withholding due to moving across states. 1) From the get go, I felt funny about them because I knew there were certain info that would be needed (but they didn't take it even when I offered). Due to a HR mishap with my job, my state taxes were taken from NY (and not from MA). They never asked for more specific info (pay stubs for example) to rectify the taxes. I repeatedly asked the person assigned to us to reiterate the issue to us so that we knew she understood what needed to be fixed, and she couldn't. But they have such good reviews, so I should trust the right?! 2) Due to the move, my husband had two W-2's- one from NY and one from MA. We accidentally forgot to upload the NY W-2 (that's on us). BUT instead of asking for it, they counted the MA W-2 for NY as well. The outcome was that we now owe thousands in taxes due to the income being counted twice! 3) AND FOR THE CHERRY ON TOP- THEY FILED WITHOUT OUR CONSENT. The wrong version, where we owe thousands. And then didn't tell us. We only found out bc we got a letter from the IRS. And then they took their sweet time responding to us about amending, not that we trust them to even do the amendment correctly. And when we requested a refund, they refused and instead offered money off our next service- AS IF. We had to file fraud via our credit card and point out that what they did was ILLEGAL to get our money back.

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!

My partner and I are delighted to write a very positive testimonial for Anne Owojori and her staff…read moreat AnneShade Associates. In all our years of preparing our personal and business taxes, we have never had the kind of detailed attention we received with Anne and her colleague Ola. They were generous with their time, scheduled us quickly both in person and on video, assisted us in better designing our bookkeeping format, explained the merits and drawback of S Corp. and completed everything in a very timely fashion. We feel very confident in establishing our ongoing relationship with Anne and have already been recommending her firm to others.

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

As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.