About Erock Tax + Financial Planning
Reviews for Erock Tax + Financial Planning
Write a reviewHours
Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4:30PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Erock Tax + Financial Planning is an excellent firm located in downtown Newburyport, MA. The team is fantastic, knowledgeable, personable, helpful, and responsive. They provide thorough and quick tax preparation, financial planning, and consulting services for individuals, small businesses, and entrepreneurs with complicated situations. The process is extremely easy, and they set clients up for success with a clear game plan. They are highly recommended for both tax needs and financial planning services.
I came to Erock Tax after starting my small business and facing some unique tax circumstances and I couldn’t be happier with my experience. The team is incredibly responsive and always willing to answer my questions throughout the year—not just during tax season.
I especially want to give a shout-out to Kerry, who has provided invaluable guidance not only with taxes but also with retirement planning. She truly treats me like a person, not just a client. During our meetings, Kerry always takes the time to check in on my business successes and life updates, which makes working with her feel both professional and personal.
I also love the convenience of...read full review
I’ve had a great experience with Kerry and the team at Erock Tax. They’re helpful, organized, and make tax season feel much less stressful as a small business owner. They’ve helped me with both filing and overall strategy, and I always feel confident everything is being handled correctly.
EROCK Tax is so awesome. They have helped me with my taxes for years, and just recently helped to set up an S Corp for my new business. They are so responsive and knowledgeable. I highly recommend this company!