Nancy Washington, CPA, has been preparing my tax returns for almost 20 years. She is a consummate…read moreprofessional in every respect. Her knowledge of current tax code has kept me on track for receiving the refunds that have been due to me year after year. I have never been the subject of an audit, however, I would face one with utmost confidence with Nancy in my corner. I would highly recommend Nancy Washington for your accounting and tax preparation needs.

I'm recommending this Fidelity office because of the:…read more Convenient location with plenty of parking Friendly service Helpful/professional staff Decently priced offerings I'm docking one star because their 9-5 hours weekday hours are a limitation. There are some transactions you cannot do online and it's not always convenient to take time off work to come to this office. I do wish they had one night or weekend day when they were open, like my bank.

I am extremely disappointed with the customer service of this financial institution. I understand…read morewith the pandemic, things are difficult. However, with ALL branches closed, it requires an hour on hold to speak with someone. I expect more from a company that makes many millions of dollars managing peoples money. I plan to immediately move all of my money to a financial services company that does just that. There are plenty, keep looking for better service.

This tax service was recommended by a friend, who did have a positive experience, though she later…read moreshared that she had also found Steve to be somewhat rude at times. I shared with this service that I had been hesitant to have someone do our taxes in the past because I have found tax services to be unreliable. I should have known better. I provided Steve with all the requested materials by April 3. He did not respond until April 11, when I reached out to him. He said he had not filed our taxes by April 11, the date on which he had expressed that they would be filed and paid for. When I expressed concern about the lack of communication and said I felt uncomfortable, he said that was my problem. He refused to take any responsibility. No apologies, no warm tone, just an immediately defensive, very aggressive reaction to my disappointment and concern. When I asked for a refund for our deposit, he responded, "How would I do that?" And then refused to refund our deposit. He also refused to provide confirmation that he has deleted our confidential financial records. My husband had gone into the office midweek, and Steve never mentioned that we needed any other paperwork. Also, when we first came in, he was very polite, shook hands, walked us to the door, but when my husband stopped by, he barely gave him the time of day. And, when I asked for the refund, he said that he had done a lot of work for us. But, when I asked what he had done - he just kept repeating "a lot of work." He also retorted that he had spent time with us, when that was supposedly part of the initial free consultation. He also said in that initial consultation that he had everything he needed and we wouldn't need to meet further, but then when I expressed concern over the phone when our taxes weren't done, he shared that sometimes he does need further meetings. Also when I called initially to schedule that first appointment, his first question was: "What are you hoping to get out of this relationship?" That is a weird question for a man to ask a woman. I should have known from that first creepy question that this was not a guy on the up-and-up. Also, this is a ramshackle little office on Main Street in Waltham. It's not a nice working or meeting environment. While we were there, Steve appeared to be pinching every penny. For example, he wanted us to print things, but you could see he was getting frustrated when we were using a fair amount of paper to print. In addition, in our initial consultation, he had very little helpful advice. He came across as very critical, made assumptions about our married relationship, and in the end, didn't even offer any deductions that a person couldn't get from TurboTax. I thought -- well, he didn't know anything I didn't know -- but at least, the money I'm paying him will save me the headache of having to do my taxes this year. . . until, he just, um, didn't do them!? And, I assume, had I not reached out myself on April 11, he wouldn't have contacted me, and then I'd have late taxes, for which he'd probably blame me for not following up with him. In the end, I spent 2 hours doing my taxes on TurboTax, which cost $200, rather than the $600 we were going to have to pay him. It also allowed me to get more deductions than Steve said we would get because he didn't really spend enough time to get all the information from us. He didn't provide a checklist like other services. He needed clarification on all our documents, when they were very clear. If you could read the emails this guy sent me after -- "I hope you find a solution to whatever is truly troubling you." A passive aggressive: "God bless you and your family." He's a true BS artist. Lastly, this sounds like a financial service - LTR Financial - but it is just one person, so there's no recourse if you have a negative experience. He only puts up the 4 and 5 star reviews he gets. His website seems like a franchise, but when you look at the fine print, it's just him selling himself falsely. And, when I read the fine print, I saw he only likes cash, check, and debit -- for a reason! He's not trustworthy. I have heard good things about H&R Block on River Street in Waltham, and there you'd have the assurance of quality and care. Real schiester of a guy. BEWARE!

Steven Hoffman is seriously gifted. He is knowledgeable, the biggest tax nerd (this I mean in the…read morebest way possible), and has the spirit of a teacher. I decided to make the long drive to Waltham because he is an endorsed local provider by Dave Ramsey and boy did I walk out of there happy! His skills are worth EVERY penny. If you are reading this post and not sure if you should pay the cost let me tell you --- it's worth it. I am single, no kids, no house, but a complicated income situation so I could not afford to cheapen out. It feels great to walk out knowing the fee I paid saved me THOUSANDS of dollars, legally. The man knows his trade! He is a wise CFP! Ladies, just like you wouldn't cheapen out on your hair.... I'd say do the same for your taxes. Sure a couple bucks more but you will have a trustworthy advisor who cares about your situation, helps you understand tax changes, and will make sure you walk out victorious!

My returns were complicated. Steve and Darlene went above and beyond to be helpful. I would…read morestrongly recommend them!

Do not use this firm. Charges an outrageous amount for basic 1040 filing. Plenty of other firms in…read morethe area that prepare returns at reasonable cost with more consultative and friendly approach.

Very Nice Small CPA. I have been going for two tax seasons now. They remember your name and they…read moreare very friendly. My taxes were done fast and there were no problems!!

The first day I walked into the office the receptionist was out and the two employees at the desks…read morenear the door ignored me for at least 10 minutes. I was just getting ready to take my business elsewhere when one of them grudgingly motioned me over. Although I was feeling less-than-gruntled at this point the rate the woman quoted seemed reasonable, so I wrote a check and was told that someone would call me tomorrow to let me know when my license plates were ready to pick up. Long story short, they jerked me for a week, refusing to return my phone calls and citing specious excuses for their inability to secure the plates. I eventually took my money back (after cooling my heels in the lobby for 45 minutes, of course). I have no idea why I was treated so shabbily, but I have not a single good thing to say about the experience.

Smaller Companies ARE BETTER!…read more - Speedy & efficient service - Client-focused, (NO Hard-Sell) - Parking Sticker pick up, (huge time-saver) Happy to "rediscover" benefits of working with a family-owned business. Many larger companies have clearly abandoned their commitment to service today. Sadly, "their valued clients" have come to accept this as a new normal.