Breakthrough Financial Services

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.

Riverview Accounting LLC

(2 reviews)

Melissa is EXCELLENT. Smart, attentive and caring person. She is a stickler for details. Great…read moremulti-tasker. If you are looking for help with your "books" or other office duties, do yourself a HUGE favor and call Melissa. You will be glad you did.

Melissa is fabulous. Helped me with my immediate needs and will definitely use her longer term. She…read moreis thorough and smart and a pleasure to deal with on matters small and large.

Fradin & Company

1.0

(2 reviews)

Hired this company about a year ago with certain expectations discussed prior to hiring them. The…read morecompany did not deliver what they promised. We were sent between several different personnel who work for the office who could not seem to communicate timely and effectively with each other. The accountants were not able to complete services they agreed to complete, and we ended up owing around 20k for a service they agreed to perform but then did not perform. Thankfully we had the money to do so when we suddenly found out what was owed. I wrote an email expressing my concerns to the owner who was quick to just let us go as a client (with about 5 minutes of reviewing the case before responding to us and letting us go) it shows their lack of interest in retaining clients or actually addressing issues within their own company. Poor customer service. I would highly recommend seeking services elsewhere.

I never leave reviews but feel like I need to with my experience with Neil Fradin. I recently…read morereached out to get some assistance with my online business. I contacted Mr. Fradin last week and had not hear back so sent him a follow up e-mail today and he responded with "REMOVE ME" and nothing else. Very unprofessional. Look elsewhere for help with your books.

Hannah Notarizes

(4 reviews)

Hannah, from the very start of me calling her was a breath of fresh air all the way to the end. Her…read morewarm and confident demeanor was what we needed to get our documents translated and notarized. I highly recommend, and only wish the best for her humility and class. It's only up from here Hannah! You got this. Autumn

I recommend Hannah!!!…read more Hannah did a great job driving to my Client's house to have him sign some paper for represnetatino. Hannah is nice, pleasant, dependable, kept her word, and arrived on time; everything was done like clock-work!! When needed in the future, I will contact Hannah for my Notary and signature needs in Rhode Island!! Phil

Ucran & Company LLC

4.6

(29 reviews)

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.

Sentry Tax and Accounting

Been going here for 12 years. Rate have always stayed the same! Super nice employees. Great Covid…read moresafety measures in place. Turn around time was less than 48 hours from drop off to pick up.

Lucier CPA, Inc

(4 reviews)

BEST CPA around. He offers many services and a true Tax Professional!!read more

Patriot Cleaning Solutions thinks you're great! Best firm ever!! Highly recommended. Owner is…read moreextremely personable & comforting. Extremely knowledgeable.

Anthony V Ricci, CPA

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.

D.A. Computer

(69 reviews)

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My sons computer was hanging and had some damage. David was so helpful and knowledgeable. His rate…read moreto fix the laptop was so reasonable and he did the work over a couple of days, communicating with me by phone about what needed to be done. Would highly recommend.

Dave quickly diagnosed what was wrong with my computer and very efficient in solving the problem. I…read morethink he was very reasonably priced. I would recommend him to anybody who has a hardware problem with their computer. Maurice C

Franklin & Company CPAs

(5 reviews)

I am very pleased with the tax services offered by this firm. My taxes, state and federal, were…read morequite challenging these past few years due to complex family and business events in a few states -- and the fact that "everything happens at once." I am a happy and grateful client, and I can recommend this firm highly.

I am an estate practitioner and recently started using the services of this company to prepare…read morevarious estate tax returns. The experience and service were nothing less than phenomenal. I worked directly with Chris, Jr. and Martha who made the daunting task for me to get these returns done and timely filed easy and worry-free, and I could not be more pleased with the outcome. I would and already have recommended them to friends, clients and colleagues.

Aaronson Lavoie Streitfeld and Co PC

(2 reviews)

I have been with Denise LaVoie since 1995. She is an excellent CPA and after 22 yrs of great…read moreservice, I could never go anywhere else! This firm is A+ ALL the way around, professional, sharp and savy and very reasonable!

Highly recommended accounting firm, especially for the self employed, home and small business…read morepeople and those who earn their living in the creative arts. Ask for Richard Streitfeld, CPA when you call for a consultation.

Life Maid Simple

4.8

(23 reviews)

We have had them for over a year. They are extremely thorough and compassionate with my elderly…read morecat and puppy .! They text when they are arriving . The house is incredible and can't thank the girls enough ! It is also nice that we have had the same people who know my home well.

The original response for service was prompt and their website made scheduling and setting up an…read moreaccount very easy. The young women who did the cleaning were on time and very thorough. They even removed a stain on the floor of our shower that I had tried several products on with no success.

Robertson Marine Associates

(5 reviews)

Hands down, the best guy I could have ever possibly found! Responsive and worked under non-ideal…read morecircumstances in a cold boat helping sort through and correct bad wiring everywhere. Our goal was to get some heaters going so the boat didn't freeze. Seth exceeded my expectations with his knowledge! Wow! We then the installed new batteries and a charger while fixing faulty wiring, winterized everything and drained the water tank. Amazing! Hands down the best boat guy I have ever worked with. Call him. You'll be glad you did!

Very helpful. Right before vacation my starter went on my best boat mercury. He drove over to my…read morehouse early in the morning. Fix it with no problem.

David Sisson, Architect

Dave created a set of plans for remodeling the top floor of my house. There were some tricky…read morebuilding codes and tight spaces to deal with. I had already consulted with other professionals and nobody could figure out how to make a full bathroom fit. Dave knew how to solve the puzzle right away and produced savvy plans in a timely manner within my budget. He kept lines of communication open and was always available to answer any questions that came up. I highly recommend Dave for your next project. You will not be disappointed!

Peter Lang, CPA PC

Peter did our taxes this year and he did a fantastic job. I'd say we have moderately complex…read moretaxes, but they were not a problem for him. He cranked through them quickly, answered our questions clearly, and ultimately charged a very reasonable fee. The things I liked best about working with him: * He came to our house on a Sunday afternoon for the initial consultation - that saved us a lot of time since we have kids and work full-time * He is extremely responsive on email * He isn't too old school - he was able to share files using dropbox, scan paper docs, and generally work with us electronically. Not too many phone calls, paper docs, etc that the old school guys still rely on. * His final bill was very reasonable I don't write a lot of yelp reviews, but this was a super positive experience so I thought I'd share.

From the owner: We are not your typical CPA firm. We enjoy working with passionate business owners to help them…read moresucceed and grow. We provide services to assist in software set up, outsourced accounting services, strategic business planning, and tax planning and preparation. We provide value to our customers by using the latest technology with clear communication and great customer service. Available services include: Individual, LLC and corporate tax returns, Estate and Trust tax returns, Sales tax/property tax returns, Payroll tax returns, Multi-state tax issues, Quickbooks consultation Design Manager consultation

Caster CPAs Inc

3.7

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.

Otrando & Porcaro Associates

We've used Ortrando, Porcaro & Assoc for a few years now and have been very satisfied with their…read morework. Thomas Maine has been our CPA. They were recommended to us by a lawyer my husband was working with on another issue. Initially, we had some problems to work through because a tax service had completely messed up our returns one year. Tom worked to get it all cleaned up. Our returns are filed promptly and there have never been any problems with them. We've found it easy to get a convenient appointment and now that they've moved, the parking issue should be much better! (the old location was horrible for parking!)

From the owner: Otrando, Porcaro and Associates strives to be your trusted advisor in developing and reaching your…read morebusiness and personal goals. We are Certified Public Accountants with a wide range of knowledge and experience. Our staff of CPA's, and other professionals are dedicated to help our clients manage their business and personal financial affairs. Gregory A. Porcaro has been the principal in charge of all tax, business valuation, and business consulting services for Otrando, Porcaro & Associates, Ltd., a full-service accounting and consulting firm located in Warwick, RI since 1987. He has been serving as a professor of taxation in the Bryant University Graduate School's Master of Taxation Program since 1990. Greg was selected as one of the top 50 IRS Practioners in the country and was voted "Accountant Advocate of the Year" by the RI Small Business Administration...

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