As a customer of Spead Richard J, I have to say they provide average service. The staff is helpful and knowledgeable. However, I expected more from a company with such a reputation. The website is user-friendly, which is a plus. But there is room for improvement in terms of communication with customers. Overall, an average experience.
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Questions about Spead Richard J
What is Spead Richard J?
Spead Richard J operates as Spead Tax Group, PLLC, a tax preparation and planning firm led by Dr. Richard J. Spead, Ph.D., MST, with offices in New Hampton, Portsmouth, and Meredith, New Hampshire, serving individuals, businesses, and estates across the United States.
What specific tax services and entities does the firm handle?
The firm offers year-round services including tax return preparation, planning, and resolution for entities such as corporations, partnerships, and trusts, emphasizing personalized advice rather than software packages.
How can a new client get started or book an appointment?
Clients can start by calling the toll-free number 1-877-285-5399 or visiting the Portsmouth office at 1 New Hampshire Ave. Suite 125, where appointments are required Monday through Thursday from 10 AM to 6 PM.
What confidentiality policy does the firm follow?
The firm maintains a strict confidentiality policy ensuring client business and tax status information is not shared with relatives, associates, or friends who referred them.
What are the specific office hours and appointment rules?
The Portsmouth office operates on a Monday-Thursday schedule from 10 AM to 6 PM with appointments required, while the Meredith office has a Friday-only window from 10 AM to 6 PM also requiring appointments.
What technology platform does the firm use for its services?
The firm uses CountingWorks, Inc. as its technology platform to provide a secure environment for client software and websites according to their Terms of Service.
Where are the specific office locations?
The Portsmouth office is located at 1 New Hampshire Ave. Suite 125, while the Meredith office is at 50 Lake View Drive, both serving clients in New Hampshire and beyond.
What are the pricing and ongoing support features?
The firm offers flat-rate, transparent pricing with no hidden fees and provides ongoing support for audits, amendments, and year-round planning after tax season.
How does the firm assist with late tax return filings?
The firm specializes in handling late tax return filings, helping clients reconstruct income, minimize penalties, and negotiate settlement options if taxes are owed.
What digital tools and communication methods are available to clients?
The firm provides a password-secure lockbox for clients to access their tax return documents anytime and offers an email newsletter for tax planning strategies.
What specialized return types does the firm prepare?
The firm offers specialized services for expatriate returns, fiduciary and estate returns, and multi-state income and franchise tax planning.
How does the firm approach bankruptcy tax planning?
The firm helps clients with bankruptcy tax planning, including determining if bankruptcy can wipe out back taxes, interest, and penalties.
What client portal and upload features are available?
The firm provides a client portal for secure document access and uses a secure, simple document upload process for tax preparation.
What educational resources does the firm provide?
The firm offers tax seminars and learning center resources to keep clients updated on the latest tax law changes and planning strategies.
What is the current rating and review distribution?
The firm has a 4.1 out of 5 rating from 11 reviews on Trustburn, with recent feedback ranging from 3 to 5 stars, highlighting efficient service and user-friendly websites alongside some concerns about communication.
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11 Reviews
π Spead Richard J is an excellent tax service provider. They handled my taxes efficiently and accurately. The team was friendly and helpful throughout the process. I wouldn't hesitate to use their services again in the future. Highly recommended! π
I had a positive experience with Spead Richard J. The team was knowledgeable and helpful. They provided excellent service and I felt confident in their abilities. I would definitely recommend them to others in need of tax assistance.
Crazy how amazing Spead Richard J is! They certainly know how to handle taxes. The website is user-friendly and the staff is super nice. I would recommend them to anyone in need of tax services. Keep up the great work!
I recently used a tax service and had a pretty good experience. The website was easy to navigate and the staff was professional. I would recommend it to others looking for tax assistance.
π Spead Richard J is an excellent tax service provider. They have a user-friendly website and a helpful team. I had a great experience using their services and would highly recommend them for all your tax needs. π
π Spead Richard J is a reputable tax service company. They have a user-friendly website and helpful staff. I was satisfied with their services and would use them again. Keep up the good work! π
I recently used a tax service and had a good experience. The team was knowledgeable and provided efficient service. The website was user-friendly and made the process easy. I would recommend them to others in need of tax assistance.
I had a positive experience with a tax service provider. The staff was helpful and knowledgeable. They efficiently handled my taxes and provided great service. I would recommend them to others in need of tax assistance.
My experience with Spead Richard J was not as pleasant as I had hoped. The service was average at best. The website could use some improvement, as it was not very user-friendly. The staff was helpful, but lacked a personal touch. Overall, it was just an okay experience.
My experience with this tax service provider was okay. The staff was helpful and the website was easy to navigate. However, I expected more from a company with such a reputation. The service was average, nothing spectacular. Needs some improvement.
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About Spead Richard J
- Website
- speadtax.com
- Address
- 1 Greenleaf Woods Dr
