Erock Tax Water St, Newburyport

Erock Tax Services has never let me down. I have been been relying on their expertise in personal tax liabilities, real estate transactions and financial planning for years. Their business acumen, knowledge of tax law and savvy estate planning has helped position me for continued financial success.

Stu Steinberg truly cares about his clients. When I first met him a decade ago, he instantly instilled me with confidence and trust that he would solve my complicated tax situation. Not only did he deliver on getting my taxes taken care of, but he took the time to educate me along the way. Stu is highly competent, and as cares deeply about the quality of his work, as well as the clients he works with.

Being Self Employed, I have a complicated tax situation. The Erock team have a great SECURE client access web portal, where I can pretty much just dump all my tax documents from the year, and let them sort it out. They always find deductions that I would otherwise miss and make filing my annual State and Federal returns SUPER easy.

First time I actually enjoyed doing my taxes. Stu was exceptional. Not only was he efficient, knowledgeable and helpful, he took the time to make certain all my questions were answered. Best customer service I've received in the New England area! I highly recommend him for any financial planning or tax prep needs

Stu always goes the extra mile for me. I never feel that its only about doing my taxes while his help in planning my financial future at the same time is a combination I find invaluable. His firm is friendly, efficient, keeps current on ever changing tax laws, is organized and totally focused on what is best for me. I couldn't ask for anything more.

I feel so comfortable working with Erock tax knowing everything will be handled with care and confidentiality. They’re working for you! Very responsive with any questions I’ve had. No worrying they didn’t get ‘this’ or ‘that’. Erock follows up. Not just for handling your returns.. they want to help you with your financial goals. Stu’s whole team is great. Put your trust in Erock- I do!

I’m continually impressed with the team at Erock. They really offer the best of everything—strong personalized service, innovative technology that makes communication easy, and a deep understanding of the innerworkings of taxes and finances. They bring it all together and make it look seamless! I highly recommend working with them, whether you’re just starting out and looking to grow, or you have sophisticated tax needs; they will take the time to educate you and help you on your path.

I recommend Erock Tax Services without hesitation! My taxes were done quickly and effortlessly. I also appreciate the year round tax planning and financial advising services. Stu’s expertise is invaluable!

I have been working with ERock Tax and Stu Steinberg for close to 15 years and wouldn't hesitate recommending him and his company to anyone seeking real, honest, practical and actionable advice. From handling personal and business tax returns, securing a mortgage on a new home, helping to navigate the intricacies of life insurance options and general investment decisions on 401k, 529 Accounts, Roth IRAs and other investment vehicles, ERock Tax has been my go-to provider and wouldn't think to look elsewhere.

Stu and his expert team have been doing my taxes and investment strategies for years. These guys are meticulous, efficient and thorough at finding tax savings or guiding you financially. Whether your situation is complicated or not Erock rocks. I have known Stu and company for decades and have thrown many a scenario there way. Not only are they proficient at their craft and easy to work with they are great folks. Talk to them sooner than later. It may be costing you.