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

David is a genius. No exaggeration. His very casual appearance is very misleading. David can handle…read moreliterally any federal or state tax issue and is reasonably priced. Highly recommend

From the owner: Click on the business name to learn more about this business…read more Over 25 Years experience working with local residence in the area of taxes and estate planning. David Dipalma is a Certified Public accountant as well as an Attorney at Law practicing in Elder Law and Tax law. If your in need of professional services regarding Estate Planning or Tax, Contact Attorney Dipalma.

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!

I see Michael. Very professional and helpful. He completes my taxes so quickly with confidence…read more Well worth the value. Just what I need. Plenty of parking. They are very busy. If I don't schedule for the next year. I can not get an appointment. Which was a disappointment last year.

Amazing company and amazing people they are always so kind caring helpful and professionalread more

After spending way too many hours on the phone with TurboTax over the past few years (and talking…read morewith way too many different TT people giving me different advice), I FINALLY found a local CPA to do my taxes - all without any hassle. And, it cost me less than TurboTax! Very thankful for Ed and Gary - if I didn't get in touch with them on the phone I would leave a message and I always got a call back in a reasonable time and were always professional.

Extremely disappointed in the service received. If I could rate a 0 star I would. Fact is this man…read moredid NOT file my taxes and has refused to respond in any way shape or form to both myself and my wife. After spending an evening at Ed's office we were extremely pleased and confident that we made a good choice but as time went on that took a sharp turn into a ditch. Everyone makes bad choices in business, but for my first year I made the worst - by choosing this CPA. My first year married, and my first year in business has been left in the hands of a man who has not responded and has left me no choice but to contact the IRS explain the situation. Thanks buddy, hope you're having fun hiking in the White Mountains because "it's so slow in the summer"! No sweat off your back, right?

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.

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.