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    Pinnacle Financial Services

    5.0 (1 review)
    Closed 8:00 am - 5:00 pm

    Services - Pinnacle Financial Services

    Payroll services

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    10 years ago

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    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

    AnneShade Associates - Anne Owojori, CEO and Senior Accountant of AnneShade Associates.

    AnneShade Associates

    (3 reviews)

    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!

    Complete rip-off, and she rudely asked if I was "expecting" twice. I sincerely hope that at least…read morewas a miscommunication, even if everything else was blatantly bad business. We went to an advertised "free" consultation. I asked a question, and was told it would cost $139 and turn into a tax consult if she answered. So, the free consultation didn't allow us to ask any questions, or else it would become a consultation and cost money...? Make it make sense. I said I understood, she didn't need to answer, yet at the end, after NOT answering my question about realtor commissions counting for cost basis when calculating capital gains, and telling us a tax document was incorrect and sending us on a wild goose chase (it said at the top DOES NOT CONTAIN STATE TAX INFORMATION yet she told us my husband's employer misreported his state tax info, which both other accountants I interviewed caught and explained immediately), she still surprised us with a $139 bill. We paid to avoid a scene as she had other clients, but do plan to reach out and ask for a refund, as we never agreed to pay after being advertised a "free" consult- that contained multitudes of bad information regardless! We were going to be MASSIVELY overcharged had we gone with her, as she was over 10x the price of the lowest option and nearly 10x the price as the next most expensive option, that included audit insurance. We had moderately complicated taxes, due to capital gains on a house. We are not self employed, do not have any investments, own a business, or have any other complicating factor to justify the insane price we were quoted. It took her the full hour to sort through our documents and she still wasn't near done- other accountants ranged from 45 min- 1 hour for a complete consult. She was going to charge us approximately $5,000. Other accountants quoted us from $300-600. (We went with H+R Block due to their audit insurance for an estimated total of $600, which still very much on the high end for filing taxes.) And before anyone assumes miscommunication- she gave us a printed bill with estimated charges totaling $4896. That was not our estimated tax burden, that was HER fee to file our taxes. During the free consults with the other accountants, they both answered all my questions (like one does during a free consult...) and both accountants pointed out factual errors in what we had been told. (See above, some 2024 W2s put state tax information on a separate page/document, and she was unaware of this change, for the most stressful example.) Anne Shade insisted we had to file extra paperwork and called it "difficult" when you sell and buy a house in the same tax year- even though most people who sell a house buy another to have a place to live- and both other accountants explained that in our case we only had to file paperwork on the first house, and any paperwork related to the newly acquired house would only matter when we go to sell. She also gave us information disputed by both other accountants and my own research about the medical exemption to capital gains tax, and the amount of up-front documentation needed to claim that exemption. She was going to file, and charge us for, a ton of unnecessary documents. I do not know how this "free" consult went so horribly off the rails. But I am not the only review online with a claim of being overcharged to file unnecessary documents.

    Platinum Tax & Accounting Services

    Platinum Tax & Accounting Services

    (7 reviews)

    Upper South Providence

    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.

    Ucran & Company LLC

    Ucran & Company LLC

    (29 reviews)

    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!

    Our realtor suggested Jonathan Ucran for our taxes and we were very appreciative as we had so many…read morechanges that this year we could not do our taxes on our own. I have to say during the initial stages of talking with the folks in the office deciding if this was the route we wanted to go they were very nice and responsive. We thought their pricing was reasonable and we decided we would try Jonathan Ucran's services. We were set up with a portal. I was proactive getting all of our paperwork together and uploaded. Once it was all uploaded I checked a few times seeing if there were any notes or things posted on our 'to do' list. Nothing. i reached out to the office and I was told they would get to our info soon and would receive a call withing a week. A week passes- no call. nothing. I call back again. Apologies, they said they were busy wrapping up corporate accounts and withing a week, again, we would be contacted. Ok. gain, no call. I had to call again! This is how our relationship went for the rest of our communication in completing our taxes with their office. We were told that our taxes were complete. They asked us to submit our bank account information so they could submit our taxes. I drove to their office and dropped off a check so I was not charged any fees. The next day we received our RI ax return in check format in the mail?! What?! I called the office. Left a message with an employee. No return call. Call again and refused to accept not speaking to someone. Apparently someone mailed in our taxes without our signatures or our banking information! They said there was a mix up in the office?! Also they tried to blame all our return call issues on Covid. To be clear... they were not returning our calls BEFORE Covid started. I have used TurboTax for years. This was my first experience with paying someone for my taxes. Bad experience. We were sure to alert our realtor about the service we received and next year we will not be working with Jonathan Ucran.

    Pinnacle Financial Services - payroll - Updated May 2026

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