Leo & Phil Proulx provide warm and friendly financial services in a relaxed but professional…read moremanner. We have been clients for over 30 years and have been very happy with both their financial planning and tax prep work, and highly recommend them.

Very helpful and budget friendly tax support. Highly reccomend I will be returning next year!read more

Just recently I had to contact Tom Ruane about a problem with my Social Security Account missing…read morerevenue that was supposed to be posted by the IRS between 1996 - 2016. He had done the business taxes for me during that time period. I offered to pay him for his time, but he said it would just take a few days to gather everything that related to me and send along. I recommend Tom Ruane very highly, he did excellent work for me in the past, and now helping me with this new problem, even though its been years since he had done work for me. Great guy and such a relief he can help me with this.

I got a really uncool letter from the IRS saying that I owed something like $5K to them. I…read morepanicked, searched yelp, and found DiDi's five star review. I took my taxes in, and within 5 minutes Tom had discovered the error I made while using TurboTax.... Ouch. But THEN, Tom asked some questions and found that the IRS owed ME some money - so I ended up ahead! Now that's a CPA who knows his stuff! Thanks, Tom!

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.

Very nice and humble guy. This is my first year working…read morewith him. Everything was pleasant and organize. He gave helpful suggestion throughout the year. Filing process is neat and easy. Go to him to save some time and make your money worth while.

I absolutely recommend Nicholas and his firm. He was incredibly attentive to my personal and…read morebusiness tax needs. He was always made time to answer questions and was extremely helpful as I tried to wrap my head around this complicated matter of business/personal taxes. all my filings were done perfectly by him and his team.

I rarely leave negative reviews, but my experience with the accountant was so appalling that I feel…read moreobligated to warn others about Gerald F Paolilli. I contacted him with a few reasonable questions about my return that he prepared. I was immediately met with passive aggressive attitude, condescending comments, and a complete lack of professionalism. Rather than answering basic questions, I was told to "go elsewhere" and also to hurry up and pay the invoice. I wasn't being difficult, I just wanted to understand few things. Apparently, that's too much to ask this accountant (who is clearly a miserable person). I have never been treated with such blatant disrespect by a so-called professional. It's honestly shocking that someone like this is running a business. If you're looking for an accountant who is patient, respectful, and willing to communicate, I strongly suggest you look elsewhere. Avoid Gerald F Paolilli at all costs if you value being treated like a human being.

Outstanding accountants. We have worked with Roger for several years and have found him to be…read moreextremely knowledgable, approachable, and professional. He has always been patient about answering my myriad of questions. I give him the highest possible grade--and the rest of the firm as well.

Everything!! Excellent company. Efficient,prompt. Does job well.Creative.Call in a crisis. This…read morecompany is sure to help.

Diana has been preparing our taxes for 2 years now. She is wonderful! Her communication is spot…read moreon. She answered every question I had (and believe me I had a few)!! Her fee is incredibly reasonable, and I can't say enough about her friendly customer service. I highly recommend Patterson Business Solutions.

I do not recommend Tarpey!! They are looking out just for themselfs , my policys that they write…read morego up every year and I always point that out to the agent , this year we asked for a copy of the policy and they emailed it with a note saying "it went up again" So we were angry and asked to shop it so the agent did and found a lower price by $350 so I said go with that but then they tell me they sent the bill already to the morgage company for the higher amount, trust me this agent is NOT looking out for you do not use them unless you just do not care about how much you spend.

As a 20 year customer to a Woburn based insurance company it was time to switch to someone more…read morelocal. I walked into Tarpey and briefly met with Patty, giving her details about my unhappiness with my existing provider (poor customer service and constantly rising prices). Patty collected all the information she needed and emailed me the next morning with quotes for home insurance and automobile insurance. The price was significantly lower that my existing policies so I moved both policies to Tarpey. I don't think I'll ever leave. Any time I've emailed Patty or sent someone from my family to their office the service has exceeded my expectations. Don't let the nonstop TV based insurance advertising fool you, local insurance companies can match or beat the pricing and provide far better service.

I've been a client for years, and have had to change cpa's multiple times. But this tax season was…read moreunacceptable. I first reached out in April and got a delayed reply with a sudden price increase, despite no change in my situation. After asking to continue via email (as I always have), I followed up over a week ago with no response. It's now June 17. This is not transparent or professional service - just poor communication. This company is SCAM likely. Time to move on.

The WORST firm I have ever seen. We have been a small business client for over 5 years and they…read morehave missed the filing deadline for K-1's EVERY YEAR. Now we are having to re-file for 2021 and 2022 because of their ERRORS. Do not even consider hiring Michael Hamlin. You will regret it. This guy goes on vacation all the time and does not care if he leaves you hanging. We are about to sue them for malpractice and negligence.