This will be our 3rd year with Ron and his firm handling our joint tax filings…read more Our finance/tax situation is not super complicated but it's complex enough that we can't easily use software or rely on some storefront type walk-in service. We made the switch to a real professional CPA years ago and will never go back. We switched to Ron after our prior CPA shifted our work to his junior minions who dropped the ball in a few key areas. Ron has been fantastic. My wife has mainly owned the properties we've lived in and she's always had non-trivial tax questions related to real estate. On my end I own part of a MA S-corp and the 50% shareholder status means I get a complex IRS K1 form each year. The variable K1 "income" also means I need to be super careful about staying on top of estimated quarterly tax pre-payments for the upcoming year. Ron is the person who makes all this a sane and sensible process. I also travel a lot for work and prefer to work with professionals who can handle communication at a distance -- never an issue swapping signed PDFs with Ron or communicating via email when I'm not in BOS.

Ron is an A+++ accountant. This was the first year we used Ron and I am so happy that we did! We…read moregot back so much more money then we have in the past. He is smart, organized, resourceful, funny, and all around just a great guy. I look forward to more returns like the one we got back this year. Grab him while you can! Carron- Melrose, MA

Great accountant and very knowledgeable. Great rates and former IRS revenue agent. Been doing our…read moretaxes for years. Dave can do all types of tax returns.

Rich has been doing my taxes for the past 5 or 6 years. He's great, timely, professional and nice…read more Reasonably priced, too. I highly recommend them.

I cannot recommend James Associates for accounting or tax related services. As a new business…read morecustomer, James Associates filed my corporate federal and state tax returns so late that I was assessed over $2000 in penalties and interest. My W-2's were also provided so late that I had to file for an extension. The IRS code on the late issuance of W-2 forms allows for much higher penalties had they been informed of the late W-2 issuance. The late payment of the $456 MA corporate tax I incurred could have been avoided by informing me that the payment was due in March rather than waiting until October to tell me it was due. For reasons that are still not completely clear to me, after speaking with people in the MA DOR corporate and personal tax offices, I was informed that I would be required to file an additional Mass corporate return for the next year even though my returns were marked final indicating that I was ceasing business operations at year's end. When I mentioned this to James Associates they confirmed that I would need to file again for the following year even though I had clearly stated verbally and in writing well before the due dates that I intended to cease doing business in the current filing year. Because the Mass corporate return is derivative of the federal return I was obligated to do an additional federal and state return for the following year even though the IRS had confirmed that no additional return would be necessary. Realizing in March that James Associates was not going to issue my W-2 or have my corporate return completed in time to for me to estimate my personal tax liability, I dropped off a letter in early March requesting assistance on estimating my personal tax liability so I could avoid underpayment penalties. I got no response so I did my own W-2 and federal 1120S and provided those forms to H&R Block so they could estimate my tax liability. I also submitted my versions of the W-2 and 1120S forms to James Associates in the hope that it would expedite their completion of the filings. The filings were made 7 months later in the last week of the extension period for personal tax returns. The W-2 and 1120S filed were identical, from a tax perspective, to the versions of the forms that I had provided in March. Having incurred a significant number of business expenses in the year after closure I spoke to an IRS representative who informed me that the IRS would accept corporate expenses incurred after closure of the business as offsetting personal income. But they qualified this by saying I should consult with a tax professional. Reluctantly I called James Associates and asked if Rich James was in. The receptionist said he was and asked who was calling. I identified myself and waited much longer than it should have taken to transfer my call. The receptionist finally returned and informed me Rich was not in although she thought he was. I informed her that I had been advised by the IRS to talk to a tax professional regarding business expenses incurred after business closure related to my personal return and that James Associates was familiar with all of the information pertinent to this question. I never got a call back. Fortunately I was able to find a Tax office within walking distance of Davis Square who freely gave me advice on the above as well as how to get the business closed in the eyes of the MA DOR and on how to possibly receive an abatement on one of the penalties I was assessed. Finally I reached out to a friend who is a member of the Mass Bar Association who worked in his father's accounting firm when he was young. He advised me to request that James Associates provide me with information regarding their liability insurance policy so I could make a claim against it for the penalties and extra expenses incurred. I submitted this request in writing. After waiting several months with no response I finally dropped off a letter documenting my dissatisfaction and giving James Associates a chance to respond before I documented my experience on Yelp. Predictably I got no response.

As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.

Michael agreed to do our taxes via email on Feb 9. We have 1099, investments, LLCs, etc. Long story…read moreshort the lack of communication costs us thousands. We uploaded all our personal and business information into his portal app on Feb 9. He never acknowledged receipt to those being uploaded, asked questions, had a meeting...we followed up several times (2/13, 2/22,2/23) to confirm he was all set and got our documents...radio silence... On April 18 (one day before the due date) I emailed asking for an update because I haven't hard from him in over two months. He emails back admitting he misunderstood what we hired him for and he thought it was just personal taxes...so it was clear he never opened his portal or emails to review our information until one day before due date...realizing he was in over his head he did a poor job and we are now paying the price. On the due date he calls me and I pay - or so I thought - a large amount over the phone with Michael until i could set up a payment plan..it never went through so a few days later I followed up...crickets. I actually thought he was ill or dead because it was June 6 at this point and he was zero help to us and we still didnt receive our 2022 documents outlining our taxes. The way I got his attention was I messaged, I think his wife, on Facebook on June 6th. He still didn't pick up the phone to call me...he answered via email saying "I dont know why the IRS didnt take your payment..." we didnt get our tax returns until June 28th...we have been working with another accountant to get them amended and it has cost us thousands. I am trying to submit all kinds of forms trying to get money back that could have been avoided if he did his job OR said I cannot take on this level of work. We outsourced this service because we could not manage it and were expecting some guidance as well.

Okay so this year I had a couple of financial situations change and I needed to find someone to do…read moremy taxes. I got Mikes name from a friend and I called him close to the filing deadline. Mike was very professional and since I was getting a refund he mentioned he would file an extension and we could schedule an appointment without worrying about a deadline. I scheduled an appointment at his office. Mike was easy to deal with and he was able to see me with an early evening appointment. gave him the paperwork and he went thru everything asked me all the questions about deductions. he filed my return electronically and I had my refund from both the state and the Feds in less than a week. Mikes fee was very reasonable and he was up front with exactly what it would cost. I called around to couple of different places and they would not give me a up front answer on an exact price. Overall Mike gets and A+

I've worked with Rob for the past several years. He helped me setup an LLC and navigate the…read morerelevant tax rules. He also has done our federal and state tax returns during these years. He is extremely responsive, professional, and easy to work with. I recommend Hylen CPA to anyone looking for tax and financial guidance in establishing and running a small business or consultancy. I also recommend Rob to help you get your taxes filed painlessly.

When I started living on my own, I knew that I would need assistance in all things taxes. Hylen is…read moreactually located in my home town, so many of my friends and family members use him. All I can say is that i'm so glad I have Hylen to answer any questions I may have regarding my finances. He has made the process of filing my taxes way easier and communicated with me every step of the way. He truly provides the best service out there, and I would recommend him to anyone, close by or remotely!

The knowledge of my tax preparing person Connie is very easy to talk to. She is patient when…read moreanswering questions the thoroughness of her work is amazing . Very easy to contact. I feel the fee that is charged is appropriate I feel very confident when my forms are submitted I breathe a sigh of relief when everything is done for another year

If I could give these folks zero stars, I would. You would be better served finding a squirrel…read morewho'd gotten ahold of an abacus to complete your taxes, and the squirrel would probably be quicker. The communication from the staff is poor on a good day, they do not (or can not) keep track of the documentation you submit, and if you have the misfortune of being assigned to Alex Franch, be prepared to deal with someone who is incredibly rude. Try literally anywhere else. Going with this group was a colossal mistake.

It's my first time working with Nicole and I WOULD NOT recommend working with her regarding…read morecryptocurrency related taxes. She only thinks about herself's business and how to make money from you. My husband found her online and told me she is good with very high rating on Yelp, now I know the high rating on Yelp is the paid marketing - some high reviews are fake customers. We asked her to file our 2017 taxes. It came out that we have to pay a large amount to IRS, but she did not think from the customer stand-point, she did not ask us questions like "Do you have any other deductibles that could potentially reduce your Fed tax?" She only told us how much we owe Fed and State, and then gave us an invoice and told us when to pay. So we went back to our original accountant for a second opinion, and that accountant asked us other deductibles that we forgot to report, she was able to work with us and list other deductibles we found. I appreciated the way she helped us, even it is a small amount. But I felt being supported and helped. We told Nicole politely that we will not file from her but we will pay her time. And she just gave us a ~$600 bill without giving us the breakdown of the cost. That is totally unreasonable. So I asked Nicole politely if she could explain the cost if we did not file from her, and Nicole came back with a very harsh email. That was the longest email she has ever written to us. She would be willing be spend more time writing a harsh email, rather than thinking on the client side about how to help them and provide a better service. We paid her ~$600 with very bad experience, harsh and threatening words (like "lie", "theft of services") and wrong judgment ("self-prepared taxes in 2016" - in fact, we filed our 2016 taxes from our old accountant). The only reason we originally wanted to hire Nicole was that we had bitcoin investment in 2017 and we need someone who can understand bitcoin. So we paid a premium for that. But it turned out a very bad experience. And we had to go back to our old accountant to handle the rest for us. Think twice before you hire her. You want an accountant who can help you, not an accountant only think about how to make money from you, and send you harsh and threatening emails if you have any concerns. This is the worst service that I've got in my life!!!

Incredible! Nicole was, by far, the most helpful and patient person I've ever worked with. In 2017,…read moreI followed some poor advice from a friend and decided to get involved with cryptocurrency trading. Unfortunately, I had never invested before, and the tax ramifications ended up being complex and a total nightmare for me. Thankfully, Nicole was able to provide solid advice to me and assist me in amending my return so that all of my crypto trades were accounted for and transparent. Now, I'm completely out of crypto, and the tax documentation is finally behind me. Thank you, Nicole. You were an absolute lifesaver!!