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 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.

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.

Store was busy, it was a Friday and people everywhere, but they did a great job moving the line and…read moreI was able to cash my payroll check! I will let mey friends know as well. really nice!

Hired this company about a year ago with certain expectations discussed prior to hiring them. The…read morecompany did not deliver what they promised. We were sent between several different personnel who work for the office who could not seem to communicate timely and effectively with each other. The accountants were not able to complete services they agreed to complete, and we ended up owing around 20k for a service they agreed to perform but then did not perform. Thankfully we had the money to do so when we suddenly found out what was owed. I wrote an email expressing my concerns to the owner who was quick to just let us go as a client (with about 5 minutes of reviewing the case before responding to us and letting us go) it shows their lack of interest in retaining clients or actually addressing issues within their own company. Poor customer service. I would highly recommend seeking services elsewhere.

I never leave reviews but feel like I need to with my experience with Neil Fradin. I recently…read morereached out to get some assistance with my online business. I contacted Mr. Fradin last week and had not hear back so sent him a follow up e-mail today and he responded with "REMOVE ME" and nothing else. Very unprofessional. Look elsewhere for help with your books.

I never leave reviews--ever. But this experience was bad enough that I feel obligated to warn…read moreothers. I reached out to Mak three times to ask when I could pick up my tax return and was ignored each time. On the actual day taxes were due, I had to chase him down myself. When I finally got in touch, he was shockingly rude and disrespectful, and then told me the fee was $395--even though he had originally quoted me $95. This was never mentioned until the last possible moment, and it honestly felt like a bait-and-switch. If I had known the real cost from the beginning, I never would've trusted him with my information. I'm filing a complaint with the Rhode Island Board of Accountancy, because this behavior is not just unprofessional--it's unethical. Avoid at all costs.

We've been dealing with Mak for a few years now & every year it becomes worse & worse. 2024 tax yr,…read moreour taxes were filled until July 2024. We decided to give him one more chance due to the flood his prior office had. 2025 year has left us bewildered. He doesn't answer his phone calls. You have to hound him, because "he's always busy". He doesn't know what he's supposed to be filing. It's sad, because we have to tell him how to do his job. All he cares about his money, as opposed to helping you. Save yourself the hassle, pls go somehow else. Someone who will actually take care of your finances & the correct way.

I've been working with Nakowicz Financial for years, and couldn't be happier with the service…read more Their tax and business advice has saved me plenty. Not to mention, being in a tech industry myself, it is nice knowing they are very current and up to date with everything. The service they are able to provide is exceptional because they are situated in an industry where companies are typically either extremely out of date, or way too reliant on computers to make decisions. I've been lucky enough to find Nakowicz Financial which manages to be neither. (And, they have a great website too. A lot of the competition doesn't even have a site that works well on a mobile device)

I have been doing business with Nakowicz Financial for years. Accountant personal and business,…read morepayroll, financial planning the list goes own. I would highly suggest Mike Nakowicz for all your accounting needs. There is an exceptional support staff Cindy is always available to answer questions and provide advice. Affordable, reliable and accurate.