I've been a client of Douglas White's Financial Services for several years and always found him to…read morebe very accessible, competent and providing me with very sound advice. It's very comforting to know that he has always acted in my best interest.

From the owner: We are committed to maintaining the highest standards of integrity and professionalism in our…read morerelationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

The best accountant! She knows her taxes and the IRS laws. I have had her as my accountant for over…read more25 years.

From the owner: Tax preparation and filing of all Federal and State(s) tax returns and required schedules. We…read morespecialize in individuals and small businesses. We provide resolution assistance with notices received from the IRS and Mass DOR. Some issues include establishing installment payment agreements; offers in compromise; prevention of seizures and anything to assist our clients through arduous times. Bookkeeping services as much or little as required, from daily entry to annual summarization and financial reporting. Financial advising is provided on many of today's complex issues. Walk-ins are welcomed but we encourage you to call for an appointment for a special time for you, if you are a first time client.

If you're in the market for financial planning, look no further: this no-frills, straight-forward…read moreand friendly company is for you. The Hus and I had been throwing around the idea of getting our affairs in order for years; it was just a matter of finding the right guy and the time to do it. We met with Brian Smith for about 90 minutes, and in that time he very warmly greeted us, asked us several questions about our finances and plans in a friendly, non-probing way and explained investments, savings and retirement planning in a way that our barely middle-aged brains would never have conceived on their own. We left the meeting feeling confident in Brian and Edward Jones. There's nothing scary or super-fancy about the way this small office and company do things, which is extremely comforting to me. With visual aids and plenty of questions being answered, I learned a lot about how to make my money work for me. Who doesn't love that?

I am considering what to do regarding an investment, and so I scheduled a time with Henry. He was…read morehelpful, thorough in his explanation when I had questions and very friendly. I felt at ease reviewing my options and Henry did not pressure me in any way. I was happy to have consulted with him.

I'm a small business owner and I had a lot of questions about taxes, write offs, healthcare and…read morefunding my own retirement. Henry was super helpful with setting up a retirement plan that made sense for my personal situation. I feel so much better knowing I have had an expert review my finances and that I'm staying on track to achieve my goals! He's also been helping me with figuring out the pros and cons of purchasing a home. I highly recommend him, he's friendly, smart and easy to work with.

Can you leave a NEGATIVE review? I'm STILL Getting letters from the IRS because these A-HOLE…read moreTOTALLY F'd up our taxes. Filed incorrectly back in 2023. DO NOT use this tax service if you have anything other than a 104EZ form (That you can do yourself for FREE on-line) That Jeff MORON who owns the company is a totall UNPROFESSIONAL, INAPPROPRIATE NIT-WIT. I hope he goes bankrupt.

Wonderful family owned and operated business. The staff are knowledgeable, friendly and…read moreprofessional. They have done all of my families tax work and handle all of our businesses. After dealing with other companies in the past that promised the world and did not deliver, it has been a breath of fresh air to deal with this company. I would recommend this company to anyone. Jim, Jeff and the whole staff are some of the best people around.

I got a chance to speak to Adam about some questions I had about appraising a house…read more He shared his thoughts and answered all my questions, for free. It was great to speak with him. He knows his stuff and is generous enough to share his valuable knowledge. Highly recommend him and his business.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive