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.

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.

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

Joseph was very nice and helpful. He dealed with our tax return forms, both Fed and Ma, and gave us…read moreadvice of how the entire process was going to be and how it can be in the future also. We are new in the country and nothing better that finding our taxes helper and he's location can't be more convenient for us. He also confirmed the information we had from IRS about how to get an ITIN. Warm service and very professional. Thank you so much for making our first taxes experience so much easier. We highly recommend his services.

The best..!! I had filed the tax wrong, being an international student and my first time filing…read morereturns, i did a mistake by filing as a resident. So i needed some advise over it and searched in yelp. While the rest confused me and asked me to contact later for a small consulting service, joseph did it prompt and saved me a lot of time. He just helped me over the mail and did it for free knowing am just a student. Thanks a lot

I requested a consultation through their website and was able to book within a week with Laura…read moreThompson. It was evident that Laura was well versed and up to date IRS and tax policies (I had specific questions on retirement accounts), and was also very patient and kind. She also spent time reviewing some IRS information with me to help me understand my situation when she did not have to. Although I did not end up receiving services from this tax firm, I was very impressed with how kind and knowledgeable they are. I would not hesitate to recommend them to a colleague or to come back in the future for a consultation if my taxes become more complicated.

They are very knowledgeable and do a thorough job, but their prices are high. So if you have a…read morecomplex situation and want a full service experience, then they will do a great job. But if you feel like you might be able to figure things out on your own, you will probably wind up with buyer's remorse.

I have a very complicated tax position. Mark and Jay helped with my tax planning needs and got me…read morecredits I wasn't aware of. I highly recommend!

John, is great he takes his time asking a bunch of questions that I would have never thought of…read more I'll admit I use to file my taxes myself then used software. After meeting with him I regret not going sooner. He makes the process easy and also explained to me how to maximize my savings. Highly recommend you give them a call!

$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.

I have now worked with Andrew Zuroff and his team for eight tax seasons (business and personal…read morereturns). I never thought I'd write this, but I actually look forward to tax season because Andrew is so knowledgeable, detail-oriented, and happy to answer all my tax-related questions. He's the best professional service provider I've ever worked with, by far. Whether you're looking for someone to help with your personal taxes, or you're running a business with employees, I'd recommend this CPA without hesitation.

The Zuroff CPA office did a great job with our filing our tax returns for 2020 under difficult…read morecircumstances. Their professionalism and thoroughness were impressive, with a low-key approach that made us feel comfortable.

Customer for about 8 years now. Its a great location with flexible appointments and really good…read morepeople. We've been through a few major life transistions in that time and for each one we got solid advice on how to prep the tax parts. Zena in particular is amazing at both taxes and working with you to understand what is the best way to file.

I went here to do my wife and I's taxes about 5 years ago. Everyone was very nice and our taxes…read morewere done within 40 minutes which was pretty quick considering the agent had to go through all our papers we brought in and input all that information. We payed about $275 as a special for our first time there and we got a pretty good sized return. Everything went very smoothly and we decided to go back the year after. Just like the first time we set an appointment and 40 minutes later we were done however we had to pay almost $100 more since I had a bit of extra paperwork and more forms had to be filled out. Although it hurt to pay the extra $100 for one form we payed it since we still got a good return. My wife and I decided to go the year after again. This time it was completely different. We set an appointment and were there 10 minutes early and our agent told us they were just finishing up with their previous appointment and would be right with us. Just as our agent was finishing up with the previous appointment another person came in and our agent let us know that they had to take this person before us but would be done shortly. When the agent wrapped up with this person it was 45 minutes after our appointed time. My wife and I were a bit annoyed by this but we wanted to just get our taxes done and did not want to reschedule to get it done. Just like the previous times in about 40 minutes time we were done however this time around it cost us about $50 to $60 more expensive than the last time and we had less forms to fill out this time. We decided to do it since we spent all that time but I figured it was time to find another place to do it. I spoke with a coworker of mine and they told me they used turbo tax to file theirs and had been doing so for years and never had a problem with it. I decided what the heck and bought the $70 turbo tax and tried to file my taxes myself. It walked me through all the forms and questions that I had been asked while my taxes were being done at liberty. After I finished all of them I ended up getting more money from turbo tax with the same amount of paperwork that i took to liberty. From that moment on I have continued to use Turbo tax and will not go back.