Unfortunately, I have to change my review. Belvedere went MIA for a bit and had to file an…read moreextension for my taxes but I had to chase them down. Also, we found out this year from our state that they never filed my husband's state taxes for 2020 and our state almost put a lien on our house because of it. So at this point, I'd avoid them and go somewhere else because he paid $400 for both federal and state taxes just for them to not. He's also reached out to them and hasn't heard back. This is not a business I trust any longer.

I went in on February 13th to get my taxes done by Jason. A month went by and I did not receive my…read morereturn so I contacted the IRS. They explained that "NO RETURN WAS EVER FILED". So I call Jason to see what happened and he says "I might have forgot to hit the submit button." I asked for a refund of $250 which was his filing fee. He declined to give me a refund stating "It was never a guarantee that I would submit your refund on the date you came in" DO NOT USE THIS SERVICE. I HAVE PHOTOS TO PROVE THIS UNPROFESSIONAL BEHAVIOR.

Many of us do not know the ins and outs of accounting and filing taxes so speaking to us in lamens…read moreterms is appreciated but being short and rude is unacceptable or speaking condescending is also rude. Simple answers to simple quesitions should not leave a person feeling belittled. You are the experts and should maintain professionalism and make a potential customer feel comfortable. I did not and would not recommend. Thank you for your time. Crystal B.

This business is in a house on Belair Rd and has convenient parking in the back. Thomas was nice,…read moreprofessional and quick. He likes to knock out your taxes so bring everything with you or quickly mail it to him when you get home. He'll get it back to you... just file early :-) I don't like paying other people to do my taxes but I like to save my sanity and have peace of mind. I require a bunch of forms so going to H&R Block wouldn't be a great idea because they can't handle more than a simple tax filing well. They are also expensive and Thomas isn't much more. He's also way more experienced. I'll be going back next year.

DO NOT HIRE THIS FIRM -- $30,000 in IRS penalties and complete radio silence for 8+ months…read more I paid this firm $8,000 for a package that included tax planning and filing of both my business and personal 2024 tax returns. What I received instead was missed deadlines, a return containing errors they refused to correct, an unfiled RITA return, and over $30,000 in IRS interest and penalties -- all while being ignored across nine documented attempts to reach them. Here is exactly what happened: My returns were due October 15, 2024. They were not filed until March 2, 2025 -- nearly five months late. My RITA municipal tax return has still not been filed as of today. To make matters worse, the draft return I received contained a clear error: it showed a RITA tax payment that I never made. I flagged this in writing multiple times. Not one person at this firm ever acknowledged it, explained it, or corrected it. Here is my documented attempt to resolve this before writing this review: * Oct 15 - Emailed Jessica Garner. No response. * Oct 29 - Emailed Katie Richards. No response. I later discovered she had left the firm -- I was never notified. * Dec 5 - Emailed the owner directly. No response. * Dec 20 - Emailed Jessica Garner again. No response. * Jan 10 - Called the office. Was told it would be handled the following Monday. It was not. * Jan 16 - Emailed again. Was told Kristen Carroll was taking over and would reach out. She did not. * Jan 21 - I tracked down Kristen Carroll myself. She promised the return would be revised once the IRS portal opened. It was not. * Jan 22 - Kristen emailed me asking for my 2025 documents -- while my 2024 return was still unresolved and unfiled. * Feb 20 - Emailed Kristen asking a basic question about their client portal. She promised a follow-up by Monday, February 23. I never heard from her again. Nine contacts. Four months. Zero resolution. This is not a case of a firm that made an honest mistake and tried to make it right. This is a firm that took $8,000, missed every deadline, made errors they refused to own, cycled me through staff who made promises they never kept, and ultimately went silent while the penalties accrued. If you are a business owner or individual considering hiring this firm for tax planning or return preparation, I urge you to think carefully. When something goes wrong -- and based on my experience, it may -- do not expect accountability, communication, or resolution. Expect to be ignored. I have retained all correspondence and documentation and am pursuing formal remedies through the appropriate channels.

DO NOT DO BUSINESS WITH THIS GROUP. I contracted with them less than 2 years- not only was their…read moretax planning off in the tune of me owing 25k above their "plan" to the IRS each year, they made made an error in filing my state taxes for all of my companies, resulting in 3k in penalties. In addition, I didn't have 1 "quarterly tax planning" meeting all year, yet they charged the $5500 per quarter regardless. I cancelled all services in December 2025, then they charged me $5500 in January 2026. The literally owe me $30,500 for the services they charged for, yet did not provide plus tax penalties. I reached out 4 times to try to resolve amicably- no action on their end. I hate to do it, but a lawsuit seems necessary.

Joe and his staff are great and we highly recommend the tax services his firm provides. I started…read moreusing his firm for Federal and Massachusetts tax returns in 1993 when my wife started a consulting business. I'm an engineer and had prepared my own returns for years. I originally thought that I would get some expert help for a few years and go back to preparing them myself. I was pleasantly surprised to learn how much time Joe saved me as I no longer had to puzzle out which of the ever-changing tax laws and regulations applied to us. I give Joe our data, Joe prepares our returns, and then answers any questions I have. Easy. I like that a lot. We are a small client but Joe has always been very responsive, ethical, pleasant, and has identified tax savings we can use. We are very satisfied clients.

We have been using Carlozo & Co. for our business and personal taxes since 2010. They are the…read morebest. Smart, capable, and fabulous. Educated on all things tax. They have been great business advisors and competent tax preparers. I cannot say enough wonderful things about the entire operation. Go there for great tax advice, preparation, and support.

A dedicated professional advisor that has a lot of experience with resolving various kinds of…read moretaxation issues. If you have any sort of issue that you have not been able to address on your own, I would highly recommend Strategic Tax Resolution. The care you will receive will not disappoint you. Call them and you will be surprised.

Graber and Associates are wonderful to work with. Their team was thorough, knowledgeable and…read morehelpful in preparing my tax returns. They were responsive and proactively reached out when there were changes to the tax code that impacted me, saving me the headache of a huge tax bill at the end of the year. I recommend them to all my friends!

Getting a letter from the IRS saying that you owe a lot of money is a scary thing. I had never…read moreworked with a CPA before, and quite frankly, wasn't sure what to expect. I called Graber & Associates because I read a number of reviews that had been left for them, and I'm so glad I called. Steven was fantastic. From explaining to me exactly what I needed to do, to then handling all of the bits that I would have been completely unable to do, and ending up with me owing a fraction of what the IRS told me I owed. I can't recommend Graber & Associates enough. If you're reading this, and you need accounting help, don't hesitate for a second to call them!! :)

I have been using this outfit for several years now. They are very professional, responsive, and…read morefast with answering any questions. They use the latest technology, ensure the tax filing is consistent yearly, and provide extensive guidance and explanations to any questions. Their fee schedule is very reasonable.

I have been using Thomas as my tax preparer for quite a few years...5 or 6 I think. I always enjoy…read moregoing into the office but of course with Covid that didn't happen this year! His assistant Ms Kline made the change seamless and was always there in case I had a question! My return was filed on the first day it could be, 2-12-2021. Also, Thomas is always happy to answer any questions I may have through the year! Highly recommend!