My husband and I have been coming to this location for years. Tammy was highly recommended to us by…read morea close friend and always makes the process effortless and painless on our end. We have even had to reach out during the offseason several years back for a tax related issue that came up and Tammy provided exceptional service and guided us through the entire situation. It's nice knowing you have a tax professional to contact when you need help. The past two years we have started dropping off our taxes for Tammy which just works better with our busy schedule, and we have had no issues. We are also never in a rush either, as we understand this is their busiest time of year. We will continue to return as we certainly feel as though we are in good hands here.

Rude, disrespectful and just plain out awful. My experience:…read more Dropped my taxes off over a week ago with the thought it would be easier for them. WRONG! I call them over a week later to get an update on our taxes and they tell me they are extremely busy and that they would have some call me back, that call never happed so I call them back an hour later, they tell me again how busy they are. I tell the receptionist that I will be down to pick up my paperwork and go elsewhere if they haven't done them yet. I arrive 10 mins later and they hadn't even looked at them yet. I then ask the receptionist for an explaination on why my taxes haven't been looked at in over a week and she once again says: We are extremely busy (yet not a single person other than the 3 employees are there). I told her that answer is unacceptable because the only thing I'm hearing is that you are "too busy to do my taxes". She tells me: I'm not going to argue with you. I tell her that I'm not here to argue with you or anyone else and may I see a manager because I'm only asking a question that any other customer paying you $259.00 would ask. She points me to the manager and I ask her the same question and she replied: We are busy and because you dropped your taxes off, our clients taxes come first. WAIT! WHAT? I am hiring you to do my taxes, doesn't that make me a client too? She said, yes, you're a client, So I asked her: What am I missing here? She said, I'm not talking to you. Whoa! then her mother came over (they are a family operation). and said she would do them since she did them last year (only took 4 days last year). I asked her how long will they take, she said sometime next week. at that point I took them to Jackson-Hewitt at the nearby Walmart and had them done within a half hour and saved $80.00.in fee's compared to what I paid HR Block last year. Never have I felt helpless, insulted and treated like (literally) crap by a business. Never again!

I've used Richard Hassey CPA for tax services, book keeping, and my personal taxes. They do a great…read morejob with tax preparation and strategy, detailed monthly book keeping, and personal returns. They're significantly more affordable and more responsive than my previous firm. Highly recommend!

From the owner: We perform tax returns (individual/partnership/corporate/trust/estate/gift) as well as prepare…read morefinancial statements for a wide range of clientele.

Jason and his team provide fast, professional service for complex and simpler tax returns. I highly…read morerecommend their service.

Very responsive to questions and provide excellent customer service. I've been using this firm for…read more11 years to prepare business tax returns.

Mark is the most educated CPA and Financial Planner on the Cape. I have been using both services…read moresince 1992. I would highly recommend Mark and his staff.

Do not engage in any business here!!…read more My quick story: -Was told my tax prep would be one amount, but was then sent a bill for much higher than we agreed upon without any justification. -My tax return was riddled with errors and ended up with my having to pay the government rather than receive a return as promised by Mark. (This was a very straight forward return and I am inclined to believe that he over promised my return to justify over charging me) -When confronted by this he was arrogant and unapologetic. Hopefully Yelpers can avoid this scenario because of what I went through first. Avoid at all costs!

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!