Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

Extremely professional service. They handled some past year tax issues for me an took such a huge…read moreweight off my shoulders. Really happy I found them after my new move to MA.

Bumped from two stars to three for these reasons:…read more 1) The company took responsibility for a mistake that triggered a $200 fine from IRS, and refunded me for it. Thanks. 2) I was able to reach my accountant on the phone easily during the peak season, and he gave me a quick answer in a few hours - during the weekend. Still, my experience was less than satisfactory. (1) The return that the team prepared had two mistakes, which I spotted and saved myself 6,000$. This is the exact opposite of H&R Block Second Look - I was the second look! (2) There was an additional mistake that triggered a review by IRS, which costed me $200 (refunded by Dimov, as mentioned). You don't want to get reviewed by IRS. (3) Even if I started uploading my documents early, big stuff in February and March 3 (with some small updates for few hundred dollars coming later), the return was ready only on April 6, and the signature docs only on April 8. Add the weekend, and we got REALLY close to the deadline. They even suggested filing for an extension... due to their own delay. (4) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to clarify the issues, and one question was eventually escalated to his manager, who initially missed the point and gave me an unrelated answer. After multiple messages, where I quoted the tax law, we were at last in agreement. (5) The free Q4 2025 tax estimate took a month (from Nov 7 to Dec 4) after being bounced from one person to another. I ended up doing it myself and it was just double-checked by their team. (6) The team used this Q4 estimate in my return, instead of the actual values from the previous year, requiring me to scan the return line by line to find incorrect data. (7) Through the process, I received messages from 13 different people. Only one of them appears on LinkedIn or any Google search. Draw your own conclusion about this. (8) They offered me a tax-estimate package where they would help me estimate my quarterly payments. This was priced as 3 hours at 360$. Does it take 3 hours to scrape a few bank statements for data (AI is really good and fast) or 3 hours to run their software on these numbers? Come on, this is 2026. Really, not what I was expecting.

$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.

Al is a true professional.He is very efficient and did my taxes the same day.I will be using his…read moreservices again.If you need an accountant and tax preparer,Al is the right person.Thank you Al.

This year my husband and I decided to seek professional help with our taxes. We found Superior Tax…read moreServices, which is run by Al out of his home in Belmont. Al went through all of our information with us, and answered our many questions, and was able to provide suggestions for what we should change in the coming year as well. He was easy to work with and seemed to enjoy helping with this (painful) annual task, and I would certainly suggest his services to anyone else looking for tax help.

I have used Tek Management in Watertown for the 20 Years for personal and business taxes. Solid…read moreperformance and communication.

TEK Management has handled my taxes for years, Alex is extremely knowledgeable and he helped me big…read moretime when it came time to account for gains a stock transaction and the sale of a rental property.

Best CPa's group around, 40-ish years and counting. Always done on time, no matter how…read moredisorganized I am.

This was the worst and most unprofessional experience I've ever had in my life. I received numerous…read morerequests for followup documentation. Sent about 5 emails requesting assistance and never heard back. And it looks like I'm not alone. This firm used to be good and now it's absolute gargage. DO NOT HIRE KAREN PARSHLEY!!!!!

No response to Yelp requests or calls. I'd expect at least an email or call back after reaching out…read morein multiple ways.

Bottom line: I'm delighted to give Liebert Associates my very highest recommendation without any…read morereservations whatsoever. And, that's coming from a do-it-yourselfer like me who has a life long history of finding it all too easy to utterly despise accountants and account executives. A little less briefly, it gives me great pleasure to most enthusiastically recommend Liebert Associates for tax & accounting services for a variety of sound reasons. I started working with Mr. Liebert five years ago, when I took a new job in Manhattan while maintaining a family in Philadelphia. Both my wife and I also run small consulting businesses, so after 15 happy years of doing-it-myself with TurboTax, we needed help. Complexity increased when both my wife and I lost our parents and inherited a variety of assets in different states. Things went from bad-to-worse-to-seemingly impossible when my wife took possession of family trusts that were bewildering for a person like me to understand. (I'm a nuclear medicine physician.) I've been a full professor in two Ivy League universities. By those standards, Brian Liebert is extremely smart--4 or 5 sigma. So is his partner, Sally Trauco. They have enormous funds of knowledge about taxes. Their ability to manipulate information quickly to create innovative solutions, and get the job done, is even more impressive. They are consistently responsive (wow!) with quick turn around times. And, they've stood by us. Brian has settled several IRS inquiries within a few days with on-target communications that strike remarkable balances between conciseness, decisiveness, and collegiality with the IRS professionals. Perhaps as importantly, Brian and Sally are warm, kind, and easily approachable. Their social IQ's are conspicuously extraordinary, and it shows whenever they need to correct something I've done that's stupid (which is not all that infrequently). They have genuinely mature senses of humor. I've always been amazed at how well Brian seems to remember me and my wife. Sally also has a memory like an elephant, and a charming talent for communicating a lot of happy thoughts in a brief passage (unlike me). It's remarkable that an on-line service can show a personal interest in their clients. After 5 great years, we're confident you're going to greatly enjoy working with them. P. David Mozley, MD

Ferguson & Ferguson is a Salt of the Earth Father Son duo of PHENOMENAL CPAs. I LOVE this firm!!!…read more Honestly, Earl Ferguson helping me with my taxes has been a GAME CHANGER for me. Previously I had used H&R block and just never felt like I was in good hands - It was always some inexperienced kid on rotation who was assigned to file my taxes and overall an uncomfortable experience... so much that I actually became intimidated and overwhelmed by the entire process and didn't file for a couple of years. A completely Polar Opposite experience when walking into Ferguson & Ferguson!! My usual tax anxiety was immediately extinguished as soon as I began chatting with Earl and his son, David. Both Earl and David are extremely professional and go through everything with a fine toothed comb to ensure that you're not paying any extra or missing out on any possibly deductions. Earl even helped me to strategize for the upcoming year to help alleviate my tax burden. It feels good to work with someone you can genuinely trust with your taxes right out of the gate. If you're looking for a judgement free down to earth tax experience, these are your guys. I highly recommend this firm!!

I've been a long standing customer with David for years. When we first started out with David my…read moretaxes were a mess, and in short order he was able to fix incorrect filings from past years and get me returns that I had missed. Through the years he has help my family with tax planning and getting my wife's business set up. I strongly recommend Ferguson & Ferguson CPA to anyone that is not looking to work with the H&R Blocks. As for the Lady who answers the phone, I can see how someone might get that impression. She is nice a Lady and a temp worker during their busy season. She doesn't managed their calendars and helps out with menial tasks. Typically she will take a message and David or his Father will call you back.

I would like to put a 6-star for Joe's professional and ac-knowledgeable, however, the Yelp only…read morecould offer 5-star option. Based on my situation, my 2016 tax return was a little bit complex since too much life events happened to me and my family, such as big moving to different state, became a veteran, job status changed, etc. Trust me, I tried my best to call all of the number on the yelp for "Tax service near Boston", and none of the tax service facilities or companies could offer me a wonderful solution, which kinda beyond their acknowledge. Even though some companies told me that they have successfully run their business in the town for more than 20 years, they still could not give me a solution based on my unique case. (Are they kidding me?! ) When I found Joe, not only he explained why my case is so unique, but also, he offered me a very good solution with a very reasonable outcomes, as a CPA! Again, I was not paid by anyone to leave this review for him. The reason why I am putting this review is because he totally deserves this full-star review! If you think H&R block or TurboTax is better than him or any other CPAs, please discard my review or any kinds of review on the Yelp, since you do not need to see any reviews before you choose and enjoy your free return offered by many tax software or tools! However, if anyone is struggling to find the best CPA, or you may like my situation that moving to Boston area recently and need your new CPA instead of your old city's CPA, Joe will be your best choice! He is the best CPA I have ever met!

I spoke with Joe on the phone a few months ago about doing our taxes. He sounded nice enough. As…read morewe sent hime all our paperwork, he started asking for things that were irrelevent to this year's taxes. In addition, he was telling us we had some of our paperwork that he asked for wrong when in fact, it was not wrong. Then he started berating us and was very condescending. He was actually putting this stuff in a very harsh tone in emails. In my opinion, it felt like instead of working with us on what needed to be done, he was bullying us. We were shocked. To top everything off, his bills were considerable higher than prior returns. Suffice it to say, we would never use him again.