We had a complicated tax year, but David's been great for helping us sort through it all and really…read moreput our minds at ease. He's extremely approachable and easy to talk to, but doesn't miss a beat. Throughout our tax and financial planning he really showed he was working in our best interest and helped us understand everything. I've felt like others have talked over my head, but he explains things clearly and I've never felt rushed. He's thoughtful, detail-oriented, and strategic. From the basic tax stuff to more complex wealth management, he's your guy.

I discovered Mark Stanhope when I moved to the area in 2016 and found that my tax situation had…read morebecome too complex for me to handle alone, and while using a well known tax preparation software. Mark told me what documents I would need, including returns from the preceding 2 years. He submitted amended returns for my previous 2 years and got me refunds on both. He then filed my current return and although we did owe some money, I now had much higher confidence in the accuracy of the filed returns, both federal and state. Since that first year, our situation has continued to grow in complexity and I no longer worry when tax time comes 'round. I fill out Mark's annual summary survey and return along with my receipts and am amazed that I typically get back my completed return, ready to file, in just a few days. Though we have had a few years where we owed money on our returns, this year (2021) was very tough for my wife and me. I had a job change and my wife had 2 job changes, we sold our house and moved from MA to NH. Coupled with some 401K rollovers, and our tax situation was even more confusing and beyond my ability to manage. Mark, again, looking closely at all options, found us a surprisingly large refund for the year. I was thrilled this filing season to learn that Mark will be able to continue filing our Federal and MA returns even though we have moved out of state. Mark is personable, professional, and very knowledgeable. I have no reservations whatsoever in recommending him to anybody who is looking for any of the services his firm offers.

I cannot say enough good things about Mark Stanhope. We moved to MA 8 years ago and needed some…read morehelp filing our taxes. One meeting with Mark and we knew we landed in the right place. Mark is kind, efficient, knowledgeable, professional, and he is available to assist whenever we have questions that come up throughout the year. Without hesitation I would recommend Mark to anyone looking for an accountant.

Bob is as good as they get for complicated taxes!…read more Thanks so much for doing my folks' taxes for 30 plus years!

I've used his company for at least ten years. Terrific service. Has been helpful in numerous…read moreways. I recommend him highly.

Be careful going to Richard Nile. I have always done my taxes myself. This year I had extra…read moredocuments to claim for my taxes and I did not want to have any issues so I had paid Richard to do them. He told me what I was getting back and he filed them. I received way less than what he had told me. Everyone makes mistakes so I call him so we can figure it out. He said he would call me back. He never did. I had to call day after day and he was always with someone. He never took my call or called me back. The receptionist was just like okay sorry for the mistake. They didn't care to address the issue. I still have not heard from him. We all make mistakes but we should address them. I'm so angry he is ignoring this issue. Be careful if you go to him and don't count on the amount he tells you until it's in your bank account. Shame on him for not addressing it.

I have been seeing Richard for a couple years now for the tax season. He is very thorough and…read moreknowledgeable and I feel comfort having him handle my filing each year. His filing fee is very reasonable and not anywhere compared to a place like HR Block that robs you with a high filing fee!! His team and him are quick, responsive and excellent with taking the time with you to understand different changes in tax codes or filing regulations. I work in both Mass and NH and found it hard to find a tax professional that was aware of the filing codes between states. Richard is a definite keeper for me each year!

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!

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!

I have known and worked with David for years and I can tell you his advice and counsel is peerless…read more His fees are very reasonable and he takes the time for you to understand your options. His work is spot on. My tax returns are perfect, not once had an issue in well over ten years of working with David. I would highly recommend David for those individual and small businesses looking for a CPA for guidance. David's the top of his class.

Excellent tax professional, very knowledgeable. Call Gary Arguoyan…read more According to Phyllis, I agree. She says "We've been working with Gary for almost 30 years now. And he's an amazing person, an amazing accountant. My husband and I are very pleased with him?. I would recommend anybody to Gary, who is looking for a good accountant. Also, he has a great sense of humor."

We've been working with Gary for almost 30 years now. And he's an amazing person, an amazing…read moreaccountant. My husband and I are very pleased with him?. I would recommend anybody to Gary, who is looking for a good accountant. Also, he has a great sense of humor. And that's a plus for me. Especially around tax time!!

Ferguson & Ferguson is a Salt of the Earth Father Son duo of PHENOMENAL CPAs. I LOVE this firm!!!…read more Honestly, Earl Ferguson helping me with my taxes has been a GAME CHANGER for me. Previously I had used H&R block and just never felt like I was in good hands - It was always some inexperienced kid on rotation who was assigned to file my taxes and overall an uncomfortable experience... so much that I actually became intimidated and overwhelmed by the entire process and didn't file for a couple of years. A completely Polar Opposite experience when walking into Ferguson & Ferguson!! My usual tax anxiety was immediately extinguished as soon as I began chatting with Earl and his son, David. Both Earl and David are extremely professional and go through everything with a fine toothed comb to ensure that you're not paying any extra or missing out on any possibly deductions. Earl even helped me to strategize for the upcoming year to help alleviate my tax burden. It feels good to work with someone you can genuinely trust with your taxes right out of the gate. If you're looking for a judgement free down to earth tax experience, these are your guys. I highly recommend this firm!!

I've been a long standing customer with David for years. When we first started out with David my…read moretaxes were a mess, and in short order he was able to fix incorrect filings from past years and get me returns that I had missed. Through the years he has help my family with tax planning and getting my wife's business set up. I strongly recommend Ferguson & Ferguson CPA to anyone that is not looking to work with the H&R Blocks. As for the Lady who answers the phone, I can see how someone might get that impression. She is nice a Lady and a temp worker during their busy season. She doesn't managed their calendars and helps out with menial tasks. Typically she will take a message and David or his Father will call you back.