This was my first time using Ray for my kind of complicated tax prep, but I'm coming back every…read moreyear from now on! This is a family business: Ray does the prep, his wife (of 49 years!) does scheduling, and his adult grandson and wife assist in the practice. The office is filled with family travel photos and mementos, and small things to make customers feel well served and welcome: water bottles and soda are on the customers' side of the desk, with candy, phone charging cords, and pads and pens. I got a rubber jar opener that Ray gave out last year - his 30th anniversary client gift because I didn't get one then (not being a client). It's in a strip mall on the corner of Newport Ave and Beverage Hill and does t look that reassuring from the outside - but inside is a caring, professional, and friendly group of tax experts. As we sat doing my taxes, about 10 people came in one at a time to drop off, pick up, or ask questions about their tax forms (and one who needed to do amended forms for late W-2s). Grandson Austin handled most of them independently, but was very discreet when he needed quick info from the expert. Ray saved mea SERIOUS amount over last year's federal tax bill (by finding deductions TurboTax - and the CPA we used before last year - didn't offer/explain, at about half the fee I would have paid either of them). He also helped me learn how to pre-pay state taxes to lower my sticker shock next year: I'll always owe RI because my husband's MA pension isn't taxed by MA when it's paid but it's considered fully taxable income in RI. Ouch. Helping me avoid another huge bill next August? Thank you, Ray! Call early for 2026 - they cannot accept any more new clients this year. I'm so lucky I made the call to Ray Therrien when I did!

Thank you Ray your service and all that work for you are exceptional, personable, knowledgeable…read more Thanks again

I went to H&R Block in North Providence this morning to have my annual income tax forms completed…read more It was my first time with H&R Block. The entire experience with totally positive. First, I registered on the H&R Block (North Prov) website. I was assigned to a lady named Diane. She was positively wonderful. I had brought all the necessary paperwork in a folder with me. I also had a good amount of paperwork that was sent to me by my employer but was not necessary. Diane patiently organized everything for me. The software at H&R Block is exceptional. Everything is very straightforward and easy to understand plus Diane explained everything. Once Diane had set everything up on the computer, we went through everything and I electronically signed each document. By the way, the North Providence office has recently been renovated. I do not know what it looked like previously but it is a very calming environment. The young lady at the front desk was also friendly and cordial. What a great atmosphere, and the service was exceptional.

A good friend of mine, a CPA that owned his own practice, recently sold his business and retired…read more He had done my taxes for years. After some homework, I decided to give H&R Block a try. My tax preparer was terrific, she worked with me for an hour and I was extremely happy with the knowledge and expertise she showed in the process. I'll be going back again next year

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.

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!

I found Jeffrey when I was frantically trying to resolve an issue with the IRS. He was so helpful…read morethat I decided to have him file taxes for myself and my husband. He was able to make some corrections on a previous return that was filed incorrectly by another preparer. The documents were filed quickly and there were no issues.

I turned to Jeffrey to prepare my both my personal and business taxes. He was knowledgeable,…read moreefficient and friendly. This is my first year in Rhode Island and he went out of his way to share helpful information about the local tax requirements. He earned a happy and loyal client and I highly recommend him.

Best accountant I have ever had. Always thorough with great communication. Highly recommend to…read moreanyone with a business or for personal taxes.

We need needed a consultation about a business venture we were about to start. I emailed Nikki and…read moreshe answered back quickly, and got us in within the same week. The office was in a charming historic building in down town Providence. Everything from the hallways to the elevator to the pendulum clock in the office just reminds of a more classical time in the history of Providence, perhaps a better time. Nikki is very kind and welcoming. She has a positive attitude. We sat with her and her father, Larry. They know how to ask all the right questions and they gave us a detailed and thorough consultation. I was really impressed with their professionalism. Best of all, the consultation was FREE! And here is how I know Nikki and Larry are trustworthy. They advised us against a specific business plan and showed us its shortcomings, although they could have made lots of money doing the paperwork for us. This shows integrity. Larry showed me how to do a simple task at city hall that would cost me a mere $10 instead of something that would have cost around $1000 a year. Give them a try and judge for yourself!