Posted on Google  
 
  
 
 
 Yingpeng T 
 
June 22, 2024
 
 
  
Steve is highly knowledgeable in financial planning and he takes his responsibilities very seriously. His tax preparation prices are unbeatable, considering the complimentary financial advising that he offers.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Kylie C 
 
March 10, 2024
 
 
  
I would highly recommend working with Steven at LTR Financial Services. He is efficient, while also providing you with a wealth of knowledge to make informed financial decisions throughout the year. We will certainly be coming back in the future.

Owner's reply
Thank you for the kind words but it was a team effort and we are happy to be working with you as well.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Kenny T 
 
November 30, 2023
 
 
  
I have been working with Steve for over 3 years now, every year my taxes are filed perfectly without fail. He is very on top of any issues that may arise and handles them promptly. I recommend to all friends and family for any tax or financial needs.

Owner's reply
Thanks Kenny, but I am only part of the team we have here. LTR would not exist without clients such as yourself.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Donny B 
 
November 30, 2023
 
 
  
Working with LTR has been a fantastic. He has been doing my personal return my wife’s return and my businesses return along with additional financial advice for a few years now. Very easy to work with and extremely knowledgeable on a wide verity of topics

Owner's reply
Thank you Donny, we have enjoyed having the relationship.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Caroline I 
 
March 12, 2021
 
 
  
Steven Hoffman helped file our taxes very effectively , we liked that he was available on the phone pre-visit to help us prepare required documents in advance, he was knowledgeable and educative on tax implication for new financial decisions we made. In couple of hours we completed the process seamlessly.

Owner's reply
Thanks for the support Caroline.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Judith G 
 
February 16, 2021
 
 
  
Steven Hoffman is seriously gifted. He is knowledgeable, the biggest tax nerd (this I mean in the best way possible), and has the spirit of a teacher. I decided to make the long drive to Waltham because he is an endorsed local provider by Dave Ramsey and boy did I walk out of there happy! His skills are worth EVERY penny. If you are reading this post and not sure if you should pay the cost let me tell you --- it's worth it. I am single, no kids, no house, but a complicated income situation so I could not afford to cheapen out. It feels great to walk out knowing the fee I paid saved me THOUSANDS of dollars, legally.  The man knows his trade! He is a wise CFP! Ladies, just like you wouldn't cheapen out on your hair.... I'd say do the same for your taxes. Sure a couple bucks more but you will have a trustworthy advisor who cares about your situation, helps you understand tax changes, and will make sure you walk out victorious!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Amar V 
 
January 31, 2021
 
 
  
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 AU G 
 
January 9, 2021
 
 
  
Steve is very knowledgeable and always takes a relational approach with clients rather than transactional by going out of his way to educate people to better help themselves financially. Has always been a good experience.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Charlie Z 
 
November 29, 2020
 
 
  
Service is fantastic and Steve Hoffman is very knowledgeable, friendly, and helpful. I highly recommend LTR for their tax services. If you do your taxes with them, they'll give you tax advice any time throughout the year free of charge (and I've taken them up on this a few times over the past couple of years).

Owner's reply
Thank you Charlie.
  
 
  
  
 
 
 Google rating score: 4.4 of 5, based on 13 reviews