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.

Kathy is not only outstanding as a tax consultant, she is just as outstanding as a person. Even if…read morewe end up paying which doesn't usually happen due to Kathy's efficiency and professionalism we always enjoy our brief but exhilarating confidence with her!! Next year we will do an in person appointment in order to see her physically!!! She's the best!!!!

Only certainties in life is death and taxes. Usually having to do my own taxes via quick books felt…read morelike death. Well thank god I found Kathy! My wife and I decided this year to go to an accountant because we are in the process of adopting and we're unsure about the adoption tax credit. After hours of wading through accountant reviews, we rolled the dice on R and S. Kathy promptly scheduled us an appointment and even accommodated us through COVID precautions. Kathy was incredibly knowledgeable about the tax deductions and tax code. Her expertise is second to none. It was quick and painless. By the time we met with her all of our information was in the system and we just needed to clarify actionable information. Needless to say I will NOT GOING BACK TO QUICKBOOKS! If you need your personal or business taxes/books done go to Kathy, you will not be disappointed.

I needed a new accountant and tax preparer and after extensive reviews of CPAs, I met with Scott…read morefor an initial consultation. Shortly thereafter Scott and his protege completed my return. I am extremely pleased with the service provided.

Scott has been the cPA for our small law firm for many years, and my personal CPA for almost as…read moremany. He is thorough, easy to work with, and helps us understand idiosyncracies of taxes. we highly recommend him and his firm.

I have been a client for almost 10 years…read more I am a dentist, they dont teach you accounting in dental school. So when you are fortunate enough to own your own practice, you really count on the professionals to fill in that void in your knowledge base. It wasn't easy finding an accountant. We have tried several before. They were all ok. John and DAVID however, they were exceptional. They are really there for you. No matter how good or bad things are, they are there to advise you and hold your hand. We have had several challenges over the years, and I cant imagine overcoming those obstacles without them. Cheers to the next decade. Thank you guys for keeping us in operations! Dr. Abe.

Incredibly rude and unreliable. I was helping a friend who did business with this firm for years…read morebut had fallen behind due to family tragedies. This firm could not have cared less or been more unhelpful. They were constantly rude and condescending in emails and when you matched their attitude they cried victim. They are massively disrespectful and think you should just take their attitude and smile. They don't answer questions and on the off chance they do are very rude. Just all around rude nasty people. I don't think they know tax law either. Probably why they don't like answering questions because they don't know the answer and if they are rude enough hope you don't notice they don't know.

We have used their services for years and found Gary and the team to be outstanding! Gary is…read moreKnowledgeable, affable and professional. Thank You Phil President P&H Travel

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

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!