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    Mark Schmidt Financial Services

    5.0 (1 review)
    Open 9:00 am - 5:00 pm
    Updated 3 weeks ago

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    Services - Mark Schmidt Financial Services

    Bookkeepers

    Business filing for current tax year

    Individual filing for current tax year

    4 More Services

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

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    18 days ago

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    Ask the Community - Mark Schmidt Financial Services

    Mark R Stanhope ,CPA, PC

    Mark R Stanhope ,CPA, PC

    (9 reviews)

    I discovered Mark Stanhope when I moved to the area in 2016 and found that my tax situation had…read morebecome too complex for me to handle alone, and while using a well known tax preparation software. Mark told me what documents I would need, including returns from the preceding 2 years. He submitted amended returns for my previous 2 years and got me refunds on both. He then filed my current return and although we did owe some money, I now had much higher confidence in the accuracy of the filed returns, both federal and state. Since that first year, our situation has continued to grow in complexity and I no longer worry when tax time comes 'round. I fill out Mark's annual summary survey and return along with my receipts and am amazed that I typically get back my completed return, ready to file, in just a few days. Though we have had a few years where we owed money on our returns, this year (2021) was very tough for my wife and me. I had a job change and my wife had 2 job changes, we sold our house and moved from MA to NH. Coupled with some 401K rollovers, and our tax situation was even more confusing and beyond my ability to manage. Mark, again, looking closely at all options, found us a surprisingly large refund for the year. I was thrilled this filing season to learn that Mark will be able to continue filing our Federal and MA returns even though we have moved out of state. Mark is personable, professional, and very knowledgeable. I have no reservations whatsoever in recommending him to anybody who is looking for any of the services his firm offers.

    I cannot say enough good things about Mark Stanhope. We moved to MA 8 years ago and needed some…read morehelp filing our taxes. One meeting with Mark and we knew we landed in the right place. Mark is kind, efficient, knowledgeable, professional, and he is available to assist whenever we have questions that come up throughout the year. Without hesitation I would recommend Mark to anyone looking for an accountant.

    Dimov Associates - George Dimov, C.P.A.

    Dimov Associates

    (72 reviews)

    Back Bay

    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.

    Mark Schmidt Financial Services - taxservices - Updated May 2026

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