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    H&R Block

    1.3 (15 reviews)
    Closed 1:00 pm - 7:00 PM
    Updated 1 month ago

    Services - H&R Block

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Tax planning

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    Ferguson & Ferguson CPA

    Ferguson & Ferguson CPA

    (2 reviews)

    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.

    Joseph T. Twardy, Jr., CPA,  LLC - Joseph T. Twardy, Jr.

    Joseph T. Twardy, Jr., CPA, LLC

    (6 reviews)

    I would like to put a 6-star for Joe's professional and ac-knowledgeable, however, the Yelp only…read morecould offer 5-star option. Based on my situation, my 2016 tax return was a little bit complex since too much life events happened to me and my family, such as big moving to different state, became a veteran, job status changed, etc. Trust me, I tried my best to call all of the number on the yelp for "Tax service near Boston", and none of the tax service facilities or companies could offer me a wonderful solution, which kinda beyond their acknowledge. Even though some companies told me that they have successfully run their business in the town for more than 20 years, they still could not give me a solution based on my unique case. (Are they kidding me?! ) When I found Joe, not only he explained why my case is so unique, but also, he offered me a very good solution with a very reasonable outcomes, as a CPA! Again, I was not paid by anyone to leave this review for him. The reason why I am putting this review is because he totally deserves this full-star review! If you think H&R block or TurboTax is better than him or any other CPAs, please discard my review or any kinds of review on the Yelp, since you do not need to see any reviews before you choose and enjoy your free return offered by many tax software or tools! However, if anyone is struggling to find the best CPA, or you may like my situation that moving to Boston area recently and need your new CPA instead of your old city's CPA, Joe will be your best choice! He is the best CPA I have ever met!

    I spoke with Joe on the phone a few months ago about doing our taxes. He sounded nice enough. As…read morewe sent hime all our paperwork, he started asking for things that were irrelevent to this year's taxes. In addition, he was telling us we had some of our paperwork that he asked for wrong when in fact, it was not wrong. Then he started berating us and was very condescending. He was actually putting this stuff in a very harsh tone in emails. In my opinion, it felt like instead of working with us on what needed to be done, he was bullying us. We were shocked. To top everything off, his bills were considerable higher than prior returns. Suffice it to say, we would never use him again.

    LTR financial services

    LTR financial services

    (3 reviews)

    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!

    H&R Block - accountants - Updated June 2026

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