Called to ask if they could help with a specific tax issue and was told I needed to go to a CPA…read more Before I could respond, the person abruptly hung up. So what is it? Are you a CPA as advertised or not? Regardless, the unprofessional manner with which the person handled the phone call should make anyone skeptical.

Peter did our taxes this year and he did a fantastic job. I'd say we have moderately complex…read moretaxes, but they were not a problem for him. He cranked through them quickly, answered our questions clearly, and ultimately charged a very reasonable fee. The things I liked best about working with him: * He came to our house on a Sunday afternoon for the initial consultation - that saved us a lot of time since we have kids and work full-time * He is extremely responsive on email * He isn't too old school - he was able to share files using dropbox, scan paper docs, and generally work with us electronically. Not too many phone calls, paper docs, etc that the old school guys still rely on. * His final bill was very reasonable I don't write a lot of yelp reviews, but this was a super positive experience so I thought I'd share.

From the owner: We are not your typical CPA firm. We enjoy working with passionate business owners to help them…read moresucceed and grow. We provide services to assist in software set up, outsourced accounting services, strategic business planning, and tax planning and preparation. We provide value to our customers by using the latest technology with clear communication and great customer service. Available services include: Individual, LLC and corporate tax returns, Estate and Trust tax returns, Sales tax/property tax returns, Payroll tax returns, Multi-state tax issues, Quickbooks consultation Design Manager consultation

I've been going to Ocean State Tax Services for at least 3 years in a row, maybe more because I've…read morelost count. What I like is that this is his only business. Those places like H&R block open in January and the doors are papered up 6 months later. Marc is there all year long if you need him for anything - which I haven't because there hasn't been any errors or issues. Doing business with him is pretty easy, since he'll use email to ask quick questions or send you copies of documents. I don't live in RI anymore so I'm bummed about having to find a new accountant.

From the owner: Ocean State Tax Services, Inc Provides Tax Preparation Service to the State of Rhode Island.read more

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.

I am very pleased with the tax services offered by this firm. My taxes, state and federal, were…read morequite challenging these past few years due to complex family and business events in a few states -- and the fact that "everything happens at once." I am a happy and grateful client, and I can recommend this firm highly.

I am an estate practitioner and recently started using the services of this company to prepare…read morevarious estate tax returns. The experience and service were nothing less than phenomenal. I worked directly with Chris, Jr. and Martha who made the daunting task for me to get these returns done and timely filed easy and worry-free, and I could not be more pleased with the outcome. I would and already have recommended them to friends, clients and colleagues.

Dave is the tax guy you want . Prudent, professional and personable …read more As a union heavy equipment operator. I tend to work for multiple companies in multiple states . Complacating matters exponentially. And Dave cut through the matter with precision and insight that only comes from a high level experience and passion for his trade . Wirh the effervescent Ms.Laurie manning the front office, expediting the process , and prices comparable to those franchised tax preparers I am so glad i finally graduated from H&R

What can I say about Dave that you don't already know. Dave is my tax guy!…read more I've been coming to Dave for that last 25 years and he has never steered me wrong. He's got a great personality, super knowledgeable and stands by his work 100%. If you need a "Tax Guy" see Dave, tell him I sent you!

Been going here for 12 years. Rate have always stayed the same! Super nice employees. Great Covid…read moresafety measures in place. Turn around time was less than 48 hours from drop off to pick up.

Great accounting services! Highly recommend. Never doing my taxes myself again. Saved me serious $$read more

I was recommended to this firm after moving here a few months ago. They now do my book keeping and…read moreaccounting. Could not be happier! They are available 24/7 for questions or concerns. Trustworthy and secure. Very pleased.

There's two types of tax professionals, one who works for you and one who works for the IRS. It…read moreseems like Liberty Tax associates work for the IRS. I have 8+ unanswered calls 2 emails regarding amending my 2023 taxes. Why would I want to pay as much taxes as possible? I'll choose someone else next year.

Great service and very efficient. I've been a customer for years and they are always accommodating…read more I highly recommend them