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

Steve was amazing! So professional and extremely knowledgeable! I reached out to Steve with a tax…read morequestion and he answered it completely! Steve asked me if there was anything else I needed help with and I asked him for a quote to do my taxes. Steve quoted me a price that was more than fair! I met with Steve later in the week and my taxes were completed in a week! Steve also found errors on my taxes that I had a separate company prepare last year and was able to recoup a substantial sum for me!! I will never go anywhere else!!

On short notice near the end of the busy tax season, Stephen was able to complete for me a federal…read moretax return for a revocable living trust. After comparing rates with other tax accounting services, Trank & Amaral were by far the most competitive. Stephen was even able to find ways to reduce the amount owed to the IRS. I will definitely use Trank & Amaral again in 2026 and for all my tax related needs.

Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

Jason is responsive and on the ball. He helped me get a return on my taxes in 2026 and 2025. His…read morepricing is fair and he is willing to spend 1 on 1 time when needed. Great service, will continue to be a client.

I was happy with Jason's services. He's patient and flexible. I will probably see him again next…read moreyear. Thank you, Jason!

Extremely professional service. They handled some past year tax issues for me an took such a huge…read moreweight off my shoulders. Really happy I found them after my new move to MA.

Bumped from two stars to three for these reasons:…read more 1) The company took responsibility for a mistake that triggered a $200 fine from IRS, and refunded me for it. Thanks. 2) I was able to reach my accountant on the phone easily during the peak season, and he gave me a quick answer in a few hours - during the weekend. Still, my experience was less than satisfactory. (1) The return that the team prepared had two mistakes, which I spotted and saved myself 6,000$. This is the exact opposite of H&R Block Second Look - I was the second look! (2) There was an additional mistake that triggered a review by IRS, which costed me $200 (refunded by Dimov, as mentioned). You don't want to get reviewed by IRS. (3) Even if I started uploading my documents early, big stuff in February and March 3 (with some small updates for few hundred dollars coming later), the return was ready only on April 6, and the signature docs only on April 8. Add the weekend, and we got REALLY close to the deadline. They even suggested filing for an extension... due to their own delay. (4) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to clarify the issues, and one question was eventually escalated to his manager, who initially missed the point and gave me an unrelated answer. After multiple messages, where I quoted the tax law, we were at last in agreement. (5) The free Q4 2025 tax estimate took a month (from Nov 7 to Dec 4) after being bounced from one person to another. I ended up doing it myself and it was just double-checked by their team. (6) The team used this Q4 estimate in my return, instead of the actual values from the previous year, requiring me to scan the return line by line to find incorrect data. (7) Through the process, I received messages from 13 different people. Only one of them appears on LinkedIn or any Google search. Draw your own conclusion about this. (8) They offered me a tax-estimate package where they would help me estimate my quarterly payments. This was priced as 3 hours at 360$. Does it take 3 hours to scrape a few bank statements for data (AI is really good and fast) or 3 hours to run their software on these numbers? Come on, this is 2026. Really, not what I was expecting.

Matt is a terrific guy and an excellent insurance agent. He has been my agent for over 10 years and…read morehas always been available; whether it is to answer a question or assist with with an actual insurance matter.

From the owner: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another…read morekind, I'm here to help you understand the insurance coverage that may best fit your needs. Serving the Cumberland, RI area since 2021, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today.

The agent seems professional, but once I got the quote, the front desk insisted me giving out my…read moreSSN OH THE PHONE, which is not a secured. I offered to give it via email but they just told me to find someone else and hung up the phone. This is rude and unprofessional, potentially racially driven given other similar experience are reported from minority groups. Stay away from this firm.

I had been trying to get help for a tax snafu involving my parents, Spain, the IRS, a grifter and a…read moremisplaced shed of documents. The details are weird but unimportant. I had called 11 other tax services and not one of them even bothered to call me back. Padgett returned my call immediately and took the time to explain everything to me before we even talked about a contract. Both Bunny and John were responsive, patient and helpful and assured me that this was NBD, they had it under control. I appreciate the time and effort they took to establish trust. When I finally got through to other tax preparers, they wanted 5x the $ and didn't seem to actually understand the situation. I'm sticking to Padgett.

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.

I have had Fidelity accounts for a long time. Many of the public companies I worked for had their…read morestock option programs through Fidelity. When I became self-employed, I opened up a Health Savings Account to reduce my tax bill. I use my HSA like a checking account: Money goes in monthly for the tax deduction, and money comes out the same month to pay my health care premiums. However, in Sept, Fidelity without prior notice, decided to delay my ability to withdraw funds. In the past I was able to xfer funds back to my checking account one week after the contribution. Fidelity now wants me to wait over three weeks to xfer the money back: Thats total BS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! I filed a complaint with Fidelity's regulator, and I am looking to move my HSA elsewhere. I am not going to do business with an unethical company that changes the rules without prior notice. Their change negatively impacts my cash flow.

Fidelity Investments Inc., commonly referred to as Fidelity, is an American multinational financial…read moreservices corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.5 trillion in assets under management, now as of December 2021 their assets under administration amounts to $11.8 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, asset custody, and life insurance. I have been a customer for over 30 years and I have always been happy with their customer service, online platform, app and support. This particular office in Providence is nicely laid out and they always have a nice group of people greeting customers and helping them with whatever they need. They validate parking if needed.