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.

Paul Vicario, CPA I…read morewas referred to Paul Vicario to guide me with a financial decision for which I needed some clarity. Paul returned my call the same day, actually after 8pm. Not only was he personable and took the time with me over the phone by asking all the relevant questions to properly guide me, but he was so knowledgeable and very thoughtful. This may sound impressive when it's sometimes difficult to find trustworthy and knowledgeable professionals, but this was even during a busy time (tax season). His guidance was incredible that I actually said to him "why didn't I think of that". My only regret is that I didn't know him sooner. PS. Though I look to Yelp to read reviews, usually I'm not one to write any, however I felt that it was important that I did so this time. It may help someone else.

I felt it was my duty to give this company a YELP review detailing my brief relationship with this…read morefirm. Received a voicemail from a woman who identified herself only as Joan and left this phone number and please could I return the call. No company name, no reason for the call, nothing other than please call. Not knowing the reason for the call and thinking it could be personal or family, I returned the call, entered the extension and a male answered the phone. I explained that I was returning a call from Joan and without even asking who I was or why I was calling he goes into a 45 second sales pitch on the accounting firm. Notwithstanding the fact that my office is over an hour north in another state, I listened and then said "I appreciate your call but I think we're pretty well set with accounting needs right now but are always happy to consider all options". There was silence and I thought he was working on a response to my offering of an opening and then I heard the distinctive sounds of a hang up. No "thank you for your returned call", no "thank you for your time", no nothing except a rude hang up without even the courtesy of closing the call that they asked me to place to them. Really? This is how you manage business development and opportunity? Good luck with this! I noticed that prior to me, there were no reviews for this company on yelp and after seeing how they handled the call they asked me to make to them, I can see why.

Rented my first apartment from them for a good afordable price. Apartment isn't anything fancy but…read moreyou get what you pay for. I needed something afordable and they had it. I was also able to customise a bit by painting and adding a backsplash in the kitchen. Most places won't allow such changes. When I needed something repaired it got done. When I came into some personal issues where moving was my best way out they worked with me and are allowing me to move to another one of their apartments. I got lucky and scored a two bed for $800 freshly redone. No complaints here, if your a good tenant they are good to you.

Actually zero stars. How is Jean still in business? He padded the sq footage of my house so the…read morepremium would be higher which as we all know would be a greater commission for him. He not only did this to my family but also to my sibling. Jean thinks he's this big powerful captain of industry, helping his community...the exact opposite. I suggest all his clients check their endorsements. There are better options out there. As for the other comment about the customer service being impeccable (from 2 years ago)-more than 10 years ago when everyone in the state experienced flooding (Warwick Mall closed for a year) I called multiple times for WEEKS. I eventually got a FEMA grant no thanks to Jean and his lazy A€€ staff. Jean doesn't know how to spell Customer Service it's not in their vocabulary. They are the worse they write the policy, all smiles, and then disappear. Terrible unprofessional exhausting.

I truly appreciate their professionalism and kindness. A special shout out to Megan for being…read moreavailable to answer questions and I always feel that she ha my best interest in mind. I highly recommend that you give them a call about your insurance needs - the customer service is impeccable!