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Nicole, from NGG Tax Group, absolutely exceeded my expectations while helping me sort my 2015 tax issues. My Story: I am an expatriate who moved overseas from Massachusetts, originally filing my 2015 taxes through H&R Block's expat tax service. I had expressed my concerns to two of their agents about my MA residency, which both incorrectly advised me on. After countless hours of self-research on internet forums and tax form instructions, I expressed to the H&R Block agent that I was almost certain I needed to file as a MA resident. The agent argued that I was wrong, and said he would file me as a nonresident if I wanted (but not as a resident). I decided to seek another opinion about my state filing issue when I saw the careless errors H&R Block agents made on my federal returns, including my SSN and zip code numbers. I did a search for qualified Enrolled Agents and I decided to go with Nicole because she is a member of the, Massachusetts Society of Enrolled Agents, she had great reviews and has expertise in expatriate issues. Again, Nicole exceeded all my expectations and put my tax-anxiety at ease almost instantly. She understood my issues, happily answered my myriad of questions about tax matters, and finished my return in a matter of days. I was also impressed with her prompt communication (no matter the hour) and how much she genuinely cares to help someone in need. The price for her service is reasonable and worth every cent. I highly recommend Nicole for any tax issues, especially for any expatriates with complicated tax issues. Expatriates will also find her convenient as she utilizes a safe client portal to transmit documents, eliminating the need to visit her in office. Thanks again and see you next year, Nicole! You are a legend! V
Viktor was very diligent during my initial interview to explain how he can help not only with my taxes but with other financial decisions. He recommended excellent savings options and assisted in analyzing my need for life insurance. In addition Viktor helped me select investments in my 401 K and filed my taxes. All meetings – online and in person – were very comforting, informative and empowering. I would definitely work with In Need Solutions again in the future.
As a Property and Casualty Insurance agent I help protect a client's physical assets. Nick has provided our clients with the invaluable option of protecting their financial assets. We have received numerous calls thanking for referring Nick due to his professional, knowledgeable manner. Maurice Rubino TYG Insurance Agency, Inc Arlington, MA
Alex has helped me tremendously in preparing for retirement as well investing smart and attaining excellent and affordable life and disability insurance. As a successful small business owner,I appreciate his knowledge and expertise so that I can continue to grow my business without too much worry and growing my financial portfolio. I recommend working with Alex, if you want outstanding service and expertise in insurance and financial planning.
We were very pleased with all the options that Abby presented to us and then worked hard to make them fit our circumstances. She helped us to find plans that will help us in the years to come.
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I just saved a woman $600 a year on her whole life premium- I got her brother a small policy to cover some final expenses- It makes me happy to get people coverage at the best price I can find on the market-