Tax Preparations near Somerset

“If there is just about any financial service that you need done and want it to be in the best hands possible, it is this team right here. I admittedly started out as a younger business owner who felt so panicked around tax season three years ago. I found ML&W and immediately felt looked after and taken care of with literally everything I needed. I worked closely with Christina and she assured me I did not need to panic. The past three years this place has been my go-to and I couldn't be more thankful for the time, effort, and care they put into all of my financial/tax needs. Thank you again to Christina and the entire team for being the absolute best!“

“I am very satisfied with the team’s service! They explained everything in depth and answered all of our doubts. I HIGHLY recommend getting your taxes done with them.“

“Been seeing Tracy for almost five years now. Very professional and friendly. Always helpful. Taxes are done and filed in a timely matter and she makes things very clear. Will continue going for years to come.“

“Derek is a great person as well a excellent accountant. My wife and I recommend him highly!! He is very friendly, thorough and gets back to you in a orderly and timely manner!“

““

“I've been using John for my personal tax needs for over 20 years. Now that I'm also a small business owner, there is no one else I would use to help manage my business accounting needs than John Frank!“

“I've had my business and personal taxes prepared by Mike and his team for several years now, and I've been very pleased with the service. It's always been an easy process for me and they do high-quality work to make sure I get all deductions I qualify for. Highly recommended.“

“Mr. Lucas is a professional, and has been doing my taxes for 30 years, I have owned multiple small businesses and his help is indispensable.“

““

“Jordan Demoura did our taxes for us. He was had excellent customer service skills. He explained everything he did and why he did it, along with answering our questions. He is a great representative of your firm. Hopefully we will see him next year. Thank you, Maureen & Dave Bernard“

“I have been going to MFS for my taxes for about 13 years. I would never go anywhere else. He is fast, effective, and inexpensive. He works for you and takes the time needed to service all of your needs. He also provides advice that a cookie cutter mall store flunkie would not even be able to understand. You get 10 fold what you pay for. I moved to Texas and I still fly back to do my taxes with MFS.“

“Just fabulous all around. Super friendly and efficient. Answered all my questions and navigated me through a difficult tax matter.“

“It's all in the name.... "QUICK & EASY" Keeps me coming back year after year!“

“Nick is my CPA here and before selling my commercial rental properties Nick helped me come up with a great plan to save on all those capital gain taxes that I would have had to otherwise pay. We decided to do a 1031 exchange into DST's (Delaware Statutory Trusts). Most people are not familiar but the short version is that you could take the proceeds from the sale of your commercial properties and buy shares of say a 300 apartment complex, a self storage facility, a senior living complex etc. All these DST's are managed by a sponsor and you become hands off everything with no responsibilities at all. You simply get a check sent to your bank account each month. Filing the tax returns for these DST's are pretty complex and will however require an experienced high level CPA and Nick is the right person IMO. For example my 2 tax returns combined were over 300 pages long but well worth it IMO. Disclaimer: I am not a professional advisor or tax consultant nor do I recommend anyone buy into any DST but it was a great option for myself saving all those capital gain taxes. Anyone interested would have to get prepared well BEFORE the sale of their properties or you will not qualify for the 1031 exchange to the best of my knowledge. The proceeds from the sale of your properties would get wired to a QI (qualified Intermediary) right at the closing. It is not very complicated at all but has to be done right in order to qualify for the 1031 exchange is my point. I highly recommend this company for all your tax related business.“

““

“Friendly staff and fast service. They are extremely helpful and you can't beat their prices. Will continue to use them.“

“The company is well established and has a professionalism that is far from comparable. They helped me conform my small business payroll into something that is manageable and freed up my time to expand my business. Thank you MassTaxes“

“Dave is always as professional and courteous as anybody can be. He is well informed and prompt in his execution. You won't regret coming to him, that's a guarantee.“

“I've been using CheckMark accounting for many years to file my tax returns and have always been very happy with their service and knowledge. Highly recommended.“

“My entire family and I have used Michael as our accountant for as long as I can remember, my returns are always excellent and I am always more than satisfied“

“For the past 4 years my business has been using Fernandez & Charest for all my accounting needs. Jon and his team are more then professional and I honestly recommend everyone I can to have the best accountants on their side. There are the only ones I trust with any and all tax services.“

“I've been seeing them here for years. If you're getting your taxes done somewhere else you're missing out. They are super friendly and on the ball.Everyone is all worked up around tax season but not us. I have a small business and my wife and I file together. This year I literally dropped the stuff off and came back a few days later to sign. You can also sit down with her if you have more concerns or a more elaborate filing. When sitting down with them the appointments are always on time and have a very laid-back atmosphere. Seriously, the place is great.“

“We have been going to Mr. Santos as long as we have lived in Massachusetts. Thank you for your courteous service!“

““

“Steve does a great job and is always courteous and professional. The price is very reasonable and appointments are done in a timely manner. Great place to get your taxes done!“