Client Testimonials

 
“Jeff has been very helpful over the years with tax preparation for our business and personal returns. HIGHLY RECOMMEND!!” – Christine & Stephen S, MA

“Great company, great people! Jeff is very attentive and knowledgeable. Highly recommend!” – Candice J, MA

“After years with the same accountant having my taxes done elsewhere I switch to Jeff. It wasn’t easy for me to make the move but I’m glad I did. He was a professional in every sense of the word and I would recommend him to anyone.” – Thomas W, MA

“Jeffrey Schweitzer prepared my personal and business tax returns and I couldn’t have been more pleased. From the start, Jeff was very thorough in learning about my business and my accounting needs. My questions were answered promptly and accurately and I felt comfortable and secure that my tax returns would be prepared as best they could. Once my returns were completed, Jeff shipped my copies to me right away saving me a trip to his office, which was very appreciated. Also the presentation was excellent, everything was clear and concise and very easy to manage. I would recommend Northeast Financial Strategies to all my personal and professional contacts.” – Richard P, MA

“Jeffrey makes filing taxes easy. Just provide him with all the papers and the summary sheets and it’s done. He has provided good advice. Very comfortable to work with and has the highest degree of integrity.” – Chuck R, MA

“Jeffrey is always very able and willing to answer all questions and concerns relating to my business. He is very punctual returning phone calls and e-mails. Always a pleasure to deal with Jeff and he stays until the work is completed to his satisfaction. I am very happy with the level of professionalism Jeff exhibits and would very gladly refer him to all of my friends and colleagues.” – Shelia L, MA

“Jeffrey is an awesome financial planner and accountant. I have been using his services for many years. We moved to North Carolina and we send our tax information to him every year and he takes care of our returns. I have had several questions regarding a trust that was set up for my niece and needed information for my mother and Jeffrey always took the time to answer my questions and to help me in any way. I highly recommend using Jeffrey he is truly honest and trustworthy.” – Lisa D, NC

“Working with Jeff this tax season made filing taxes so fast and easy. It was great to be able to turn over the responsibility to a trustworthy professional like Jeff. We will definitely be using his services again in the future!” – Melyssa R, MA

“Jeff is a very dependable, honest and hard worker and will always do what is best and right for me on preparing my tax return each year. He has never steered me wrong and never will.” – Paula A, MA

“Jeff’s caring and consultative approach to tax planning was exactly what was needed for my family. Whether and it is retirement tax planning or annual tax returns, Jeff is my guy!” – Russell I, MA

“Jeffrey is an excellent accountant. I am very satisfied with his services.” – Silvia G, MA

“Jeff is quite personable and is always available for questions to help expedite the process. Jeff has been filing my taxes for several years and it has always been timely, accurate, and affordable.” – Dean N, MA

“We have had Jeffrey handle our personal income taxes for many years. He has been very helpful providing assistance and recommendations for items to include on our tax return. Our returns are always very accurate, and have been provided in a timely manner. I would recommend Jeff and NFS for any and all of your tax needs.” – Tiffany W, ME

“Jeffrey takes his time to get to know you personally. then he does his work in the background so you can return to your work. He is always available for follow-up questions as well. I feel very confident having Jeffrey as my personal and business accountant.” – Tobi G, MA

“I have been using Jeffrey’s services for all of my tax needs for my business since I started it. His services are top notch, answers questions promptly, and a great value for the money. His services come highly recommended by myself.” – Keith M, MA

“Jeff has been great to work with on my taxes and for sound financial advice. He is personable and responds quickly to messages and requests.” – Myles M, MA

“Jeff is an open and honest individual. His attention to detail and willingness to share knowledge are exceptional.” – Margaret G, IL

“Jeff is great! He has handled our tax preparation for our businesses and has also prepared my individual tax return. I highly recommend Jeffrey for any financial needs.” – Charlie D, MA

“I recently hired Jeff to do the accounting and taxes for my company. He quickly came up to speed on my issues, was able to integrate my accounting software with his systems and provided great service at a good value. He is knowledgeable, friendly and really easy to work with. I would highly recommend Jeff if you need business or personal accounting, tax or financial planning work.” – Jeff V, MA

“Jeffrey prepared our taxes early 2010 and did a wonderful job. He is very personable and took the time to go into great detail. We usually do our own taxes, however we purchased a home and needed assistance and that’s where Jeffrey stepped in. We look forward to continue using his services.” – Kimberley S, MA

“Jeff not only handles all of my financial needs, I recommend him to people constantly. His work has never been anything less than fantastic and he makes tax time as painless as possible.” – Brian M, RI

“Jeffrey has provided personal and professional tax and investement services for the past four years. As a result of this personal relationship I came to respect and trust Jeffrey so that I now recommend him to any client needing financial services.” – John S, MA

“Jeff and his company consistantly work hard to benefit me personally as well as my company with great knowledge, good pricing, and in a timely manner. I plan to work with him in the future.” – Craig H, RI

“Hiring Jeffrey as my personal Accountant was the right decision, he is extremely professional and a pleasure to work with. I would absolutely recommend his accounting services to others.” – Rob T, MA

“Jeff has been my accountant since I finished massage school in 2005 and entered into the world of self-employment. He has been a valuable resource to me over the past 5 years, not only with filing my taxes, but also with understanding the financial ‘ins and outs’ of having my own business. Jeff is always available to answer any questions I have and to assist me in any financial issues that may arise. Last year the IRS misplaced my quarterly tax payments and Jeff worked diligently with me and the IRS to resolve the situation. I trust Jeff’s knowledge and expertise and highly recommend him to my family and friends.” – Christina L, MA

“Great Results , Expert, High Integrity” – Donnie G, MA

“Jeff was able to assist me in consolidating my two life insurance policies to gain greater assets while saving me money on my monthly premiums! If you need tax preparation services Jeff can assist with both federal, state (in my case multi-state) tax returns with ease! I strongly recommend Jeff as your financial services provider.” – Jennifer M, MA

“Jeffrey is a great pleasure to work with as he is respectful, professional and extremely knowledgeable. Jeffrey is also very patient, answering all questions and explaining anything that is not understood. I would highly recommend Jeffrey to others without hesitation.”- Lauren G, MA

“Great Results , Personable , Expert” – Grace F, MA

“I utilized Northeast Financial Strategies’ services in 2010, and was very pleased with the results. Jeff is extremely well-versed in all tax-related matters, and was methodical in his approach (and as a bonus, he’s an all-around pleasure to work with). I highly recommend Jeff’s services.” – Mike H, MA

“Jeff and Northeast Financial Strategies have provided me with tax preparation and have been great to work with. I would highly recommend Jeff to anyone looking for help with financial services.” – Mark S, MA

“ I have known Jeffrey Schweitzer now for more than 15 years and have used his firm for payroll, accounting and business tax returns for several businesses past and present and have always been pleased. Jeff is very thorough and patient in answering my many questions and prompt in addressing any of my concerns I may have had. I have referred people to Jeff who have been equally pleased. I would recommend Northeast Financial Strategies to all my personal and professional contacts.” – Doug O, MA

“Jeff was doing my income tax return and I was satisfied with the results of his efforts. I have worked with his Father for years and would trust him with my life. Jeff is from the same tree. Jeff is well on his way earning the same integrity.” – Dick S, AZ

“Jeff was a detailed oriented great around boss. He also prepared my tax returns and was able to get me a life insurance policy. I have referred people to this company and would again” – Caitlin C, MA

“Jeffrey is always very able and willing to answer all questions and concerns relating to my business. He is very punctual returning phone calls and e-mails. Always a pleasure to deal with Jeff and he stays until the work is completed to his satisfaction.” – Sheila L, MA

“Jeffrey was a referral that turned out to be the consummate professional. He and N.F.S. were a welcome addition to our family tax preparation needs. He made the process seamless. Easily over and above any service we formerly used. Jeff, consider us a lifelong customer.” – Ian M, MA

“Jeff is a man of high integrity and has true compassion about the job asked to do and is professional enough to do it. It isn’t “just a project” to him as he delves into it.” – Tom H, MA

“I just wanted to thank you for the wonderful work you did on our taxes.  Ryan and I thought we owed much more so we were thrilled!  We will definitely be back next year!!!” – Kirsten J, MA

“Jeff is a very well respected and knowledgeable accountant. I have been using his services for the past five years and look forward to continuing our business relationship.” – Nancy B, MA

“I have been working with Jeff for about 8 years and he and his firm have been very responsive and professional. I will continue to work with Jeff and encourage you to.” – Bill J, MA

“Jeff has done outstanding work for me through several difficult years. Thanks Jeff!” – Mark S, MA

“Jeff has been my accountant for a while now. He’s a great guy and I’ve really come to depend on his help and expertise in a number of ways. Most recently, Jeff helped me with formalizing my consulting practice into an LLC. He was extremely helpful for guiding me to making the best configuration for my practice with an eye tax implications as well as my practice’s growth. I’ve recommended his services to my friends and he does an excellent and through job!” – Jeff P, MA

“My new husband and I have asked Jeffrey for help with many of our financial questions as we merge our finances. He answers all of our questions with expertise and patience, and does it in a warm and friendly manner. He has also done my taxes for the last few years. In fact, I first hired him with extremely short notice for my taxes and I was so grateful for his quick turnaround. We will surely continue to work with Jeffrey for our future financial planning issues.” – Colleen C, MA

“Jeff has been preparing my taxes now for the past few years. He does a thorough job at a reasonable price.” – Paul C, MA

“I had Jeff do my taxes last year because I had some issues and I needed guidance on them. Jeff was able to help me and did so in a very professional manor. I will use Jeff’s services from now on.” – Tom K, MA

“I could not imagine hiring someone other than Jeff to provide detailed work and advice during a normally stressful time of the year. Jeff has been a pleasure to work with over few years and I look forward to our continued relationship.”  – Kevin S, MA

“Jeff is a man of high integrity and has true compassion about the job asked to do and is professional enough to do it. It isn’t “just a project” to him as he delves into it.” – Tom H , MA

“Jeff has been a great help during the year for any questions that I might have, and always get back to me in a timely manner. I recommended several people to Jeff, and they always came back with rave reviews for him. I will continue to use Jeff for my taxes and return, and will continue to recommend him to all my friends.” – Binh V, NH

“Jeff is quite personable and is always available for questions to help expedite the process. Jeff has been filing my taxes for several years and it has always been timely, accurate, and affordable.” – Dean N, MA

“Jeffrey does an excellent job, very professional and has been a great resource.” – Polo B, MA

“Jeff is very personable and professional. He was very thorough in completing our personal and business taxes. I recommend Jeff’s tax and other financial services and believe his company offers a good value.” – Amy-Sue H, MA

“Jeff has been a great asset in getting my taxes done and answering questions. Over the years, he and his dad at NFS have been an excellent resource in resolving a number of financial issues.” – John , MA

“Jeff is a true professional and a family friend. No online tax preparation for me since Jeff has been preparing our taxes now for the past few years.” – Ronald G, MA

“Jeff’s work was thorough and punctual. He was very knowledgeable about the changing tax laws. It is a pleasure to have someone who delivers what they say, and when promised. I have recommended Jeff to friends, which speaks to the confidence I have in him.” – Mary B, MA

“Jeff Schweitzer and Northeast Financial Strategies, Inc. have handled our accounting matters for several years now. They do a great job and are always a quick and easy phone call or email away when I need fast and reliable answers. They have a comprehensive system in place that turns out detailed monthly reports and spreadsheets that provide valuable insight for our operations. Jeff is a great guy and easy to work with!” – Jeffrey S, MA

“My wife and I have used Jeff for a number of years now and are completely confident in his abilities to handle out taxes as our needs have grown. Jeff has always worked to get us the best possible return regardless of variables we have given him. We stand behind our decision to use Jeff and I have personally recommended him to a number of my co-workers.” – Scott F, NH

“Jeff has always treated my clients with the utmost professionalism. Jeff is one of the most knowledgeable business men that I have had the pleasure to work with. It has impressed me that Jeff takes such care with his clients to make sure that they fully understand his recommendations and because of this my clients have saved hundreds of dollars. I will continue to recommend Jeff to all my clients.” – David M, MA

“I met Jeff in 2006 as his company was one of my accounts at the hotel. I then was in need of his assistance with my personal finances. He was always very responsive, during a very busy tax season, organized and spoke to me in a language I could understand when it came to taxes. I have now decided to move forward with my own business on the side and he has been my beacon for help. I was a bit freaked out at first at how I would manage a side business and a full time job, however, he made it so easy for me. I am forever grateful.” – Kelli D, RI

“I went to Jeffrey to prepare my taxes on the recommendation of a couple of friends. He was professional, extremely knowledgeable on all the issues I had, and he made me feel at ease. Once I gave him my tax information, I didn’t worry about any of it and he had it done promptly and accurately. I would recommend him to anyone looking for someone to help with their tax preparations and questions.”- Jared E, NH

“Jeff is great to work with and gets the work done quickly! I can’t say enough good about Jeff! You’ll be thoroughly pleased with the work he and his company do!” – Chip F, MA

“I have used Jeffrey’s services over the last two years with great success. He consistently provides the expertise I need with regard to my finances. I will not go anywhere else.” – Matthew G, MA

“Jeff was absolutely terrific in helping to get my business set up and expertly guided me through my first year. I have no experience with accounting but he was able to translate things to me in a way that it all made sense. Don’t hesitate to use Jeff.” – Robert U, MA

“Jeffrey is thorough, detail oriented, timely and fun to work with!!! He has beautiful family and you better like baseball!!! I have recommended his service to friends of mine.” – Kathy B, NY

“I have used Jeff to prepare my tax returns for several years now and despite always sending him my materials at the last possible minute from various corners of the world he has managed to submit my return in the quickest possible time, and kept me well informed. I have found Jeff to be friendly, knowledgeable, and efficient, and I have no hesitation in recommending him.” – Stuart J, CA

“Jeff and Northeast Financial Strategies are my tax adviser and I highly recommend him and his firm. Stop wasting time and money with the commercial tax firms and develop a relationship with Jeff at Northeast Financial Strategies. He’s a tax pro, provides excellent service and offers an excellent value.” – Michael B, MA

“I have used Jeff’s services for several years, and value his opinion, services, and consultation very highly. He is a high quality individual and very professional.” – Claude P, NH

“We’ve always had a great experience working with Jeff and have been pleased with the results and services he provides.” – Neil M, VA

“Jeff has done my taxes for a number of years and I’ve been very pleased with the results. He has an easy going manner and makes an unpleasant task relatively easy.” – John P, MA

“Good Value , On Time , High Integrity” – Stephen S, NC

“Jeff is a reliable and knowledgeable accountant and payroll administrator for our law practice. I would highly recommend his services to private individuals or businesses.” – Dan W, MA

“Excellent work and service for my office and I recommend to my clients.” – David G, MA

Voted Best Accountant, Financial Planner & Insurance Agency in Wrentham 2011-2020 & Regional Favorite 2016-2020

Voted 2022 Local Businessperson of the Year in Wrentham by Alignable

Voted 2020-2021 Local Businessperson of the Year in Wrentham by Alignable

Voted Top 31 Insurance Agency in Providence RI Area

Retirement Planning made easy with NFS

Life Insurance – Why Now?

Events

No posts yet.

Archives