I've been going to Ocean State Tax Services for at least 3 years in a row, maybe more because I've…read morelost count. What I like is that this is his only business. Those places like H&R block open in January and the doors are papered up 6 months later. Marc is there all year long if you need him for anything - which I haven't because there hasn't been any errors or issues. Doing business with him is pretty easy, since he'll use email to ask quick questions or send you copies of documents. I don't live in RI anymore so I'm bummed about having to find a new accountant.

From the owner: Ocean State Tax Services, Inc Provides Tax Preparation Service to the State of Rhode Island.read more

I came here in March because I went to my CPA, and her door was locked. I needed my taxes done that…read moreday. On a whim, I went to H&R Block because I'd gone last year while living in New York and had a good experience. Unfortunately, such was not the case this time. The woman at the front desk was very nice. She set me up with someone to do my taxes, which is where it went downhill - it was clear that English was this woman's second language. I have no doubt she was a smart person who knew way more about tax law than me, but she couldn't understand half of what I was saying. I had to repeat and spell simple words for her multiple times. There was no one else available to take care of me, so I asked her if I could just take my stuff and go. She got angry, and got her manager for me (who did speak English). I explained the situation, and she said I was fine to leave. I'm sure she's wonderful at helping Spanish-speakers with taxes, and she was very nice. But H&R Block needs to make sure their employees can properly communicate with ANY client that walks through the door.

Great experience from easy to make appointments and follow up reminders every year. I've never had…read morean issue and have been happy with my outcomes.

Professional. Smart. Down to earth. Trustworthy. I could not recommend Anthony and his office…read moreany more highly. After decades of settling, I finally feel as if my business and personal accounts are in hands I can trust.

When i grew my small business into the next level up I needed a great accountant to help with the…read moreprocess. Anthony and other CPA (Mora G.) have been awesome to meet with, helped me set up Quickbooks and payroll as well as answer random questions that come up.

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.

Horrible accountant! Stay away for the sake of your sanity & wallet!!! Not only does she…read moreover-charge, but she has no idea what she is doing. The IRS audited her work, then she continued to screw the tax totals up! Beware!!!! Go elsewhere!!

I'm not sure Jodi and I are talking about the same person. I've gone to Margaret for years and…read morefound her to be professional, friendly and extremely competent. Her pricing may be a little on the high side but she has many certifications and a vast knowledge base that justify the cost. I would highly recommend her.

The office in Warwick was closed. Called x 2. A floater was sent over, very nice, seemed to do a…read moregood job. The appt was changed last minute via email to an hour later. The office was empty, no bathroom light, spoiled coffee cream. The sign listed hours of operation which were incorrect given office dark and door locked. The woman ahead of me was also waiting. Would NOT recommend. Also the link provided to track tax return was useless.

I made an appointment to have an expert preform my taxes and check my past filings. My appointment…read morewas at 1400 (2:00). I arrived at 1330, stayed till 1430... NO ONE SHOWED UP. I was given an appointment time for a tax preparation that had NO tax professionals there to help me. I am still so mad about it.