Carlson &amp; Associates

excellent business with friendly,knowledgable staff. have been with this company since its…read moreinception and I am very pleased with the results. I wish I could give it more than 5 stars!!

We had a great session with Dustin. He was very professional and made us very comfortable…read morediscussing our financial issues. He gave us great advice on how to pay off our debt and move forward to finance our daughters education. He has made many valuable suggestions that we are following up on. I would recommend him highly to those in need of financial counseling or investment strategies.

David Miller, CPA

(20 reviews)

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.

Massey & Associates

(2 reviews)

Great people, always there for you, been with them a long long time never once regrated having them…read moremanage our growth and retirement accounts.

My husband and I met with Jeff this week. From the minute we walked in the door until we left, Jeff…read moreand his associates made us feel so welcome. We have worked with other financial planners in the past, Jeff is in a league of his own. We walked out of this meeting learning many things we did not know before, but certainly should have. I wish we had made this appointment many years ago. Jeff made us both feel so comfortable talking with him. We are grateful that we had the opportunity to sit down with Jeff and look forward to our next meeting. If you are looking for a financial planner and not sure where to turn, this would be my first phone call. Thank you Jeff! Rebecca & Manny Porto

Cutter Financial Group

I have worked with Cutter Financial Group for years. Their customer service is second to none.read more

From the owner: Cutter Financial Group specializes in building sound retirement wealth management systems for…read morecurrent and future retirees in Massachusetts.

SHP Financial

(5 reviews)

We are very happy with SHP! Everyone is very nice and helpful! Our retirement is right on track!!read more

Have been doing business with shp for close to 10 years. Great group of people, professional and…read morehonest. They done great things for myself and my parents. I would highly recommend this group.

David M Pinkham, CPA

(3 reviews)

I have been using Dave for years. He knows his stuff, gets things done on time and has great tax…read moreadvice.

David has been my accountant personally and for my businesses since 1990 and he has been a great…read morehelp with our tax returns and our business consulting. He has helped us with finding software to run our business to giving us direction on financial matters. He has been invaluable over the years with his help and guidance and I can't say enough about his integrity and guidance. I strongly recommend David to anyone looking for an accountant who is willing to help you in all areas of your business or personal finances!!

Stonehearth Capital Management

My wife and I have been clients of Stonehearth Capital for many years. We have received GREAT…read moreadvice with regard to our investments. It started with a financial plan which was created based on our financial situation at the time and is updated accordingly. Our portfolio has done very well, so well, I retired early. Also, the staff is awesome. Our personal financial advisor, David Juliano, is fantastic. In addition to meeting with him on a regular basis, he makes himself available to answer questions or concerns with regard social security, insurance etc and even questions we may have with regard to my mother-in-laws (she is not a client)monies. They have gained our respect and trust. We do not make a financial move without first getting input from David. If you are looking for a financial advisor, look no further, give Stonehearth Capital a call. If I could give Stonehearth Capital 10 stars, I would.

From the owner: Fee-only fiduciary wealth management firm serving individuals and families with $500,000+ in…read moreinvestable assets. We provide comprehensive retirement, tax, estate, and ongoing portfolio management services. Introductory consultation available to determine mutual fit.

David Y Rhee

(10 reviews)

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.

Edward Jones

Marshall Tisdale and Diana are an amazing team. They have the perfect balance of expertise and…read moretrustworthiness. I would never have anyone else manage my investment portfolio. They keep tabs on my investments and deliver personal service. They always tailor their advice to my specific needs. Kathy F

I knew Marshall ben Tisdale at Edward Jones for a while and always heard good things about his…read moreprofessional career. Finally, I decided to discuss my financials and early retirement plans with him and went to see Marshall in his office which is conveniently located off exit 32 (I-495) in Westford. Being a small business owner, I had plenty of questions related to my current and future finances especially if I was to offer any type of benefits to my employees. Marshall explained the differences between different programs and was able to suggest a few options which would work the best for me personally, and for my business. Thanks to Marshall, now I have some idea about IRA, Roth IRA, & 401K. He's got my business and I will highly recommended him to everyone who is looking to plan for the future.

The Boat Guy

4.6

(12 reviews)

The Boat Guy got my outboard up and running and fully resolved the issue. Communication was…read moreexcellent. They were very responsive and professional.

Not a boat, sorry (but I would seriously consider The Boat Guy if I was the hunt for a new one !)…read moreMy recent experience was with my Honda lawnmower, which I bought from them in 2019. I brought it in for a general look-over and new parts as needed. It did need new blades and they also changed the oil, cleaned the air filter and made it look virtually brand new. Although the price was about half what I paid for it but I knew it was going to pricey.

Hutker Architects

I have been a devotee of Hutker Architects for many years and follow their projects as I gather…read moreinspiration for our own. Both Mark Hutker and more recently, Matt Schiffer have intuitively, accurately, professionally suggested solutions addressing interior and exterior design issues and existing design elements with exacting attention to every detail. Extraordinary visionaries.

From the owner: Close your eyes and imagine the ideal backdrop for your unique, dynamic lifestyle. Together, let's…read moreembark on a journey of discovery - one that leads to a home that will inspire and restore you. "Build once, well" is a tenet that underpins all of our work. We are passionate about creating healthy, energy-efficient solutions that can reduce long-term operational costs while maximizing your comfort and enjoyment for many years into the future. Our team is trained in the practices of LEED and Passive House. We apply this knowledge base, and its relevant ideas, to every project via our proprietary "S.E.T." (Stewardship, Energy, and Technology) checklist.

New England Reprographic & Supply

(5 reviews)

I needed to find a match for an unusual color. Neal Larson was a tremendous help having a complete…read moreset of pantone color swatches. He was friendly and more than helpful. His show room exhibits astounding art and photo reproductions in a variety of forms - canvas, paper, etc. I look forward to working with him and his firm.

A long overdue shoutout of praise to one our most admired and respected local businesses. We are a…read morevery active engineering firm and have relied on the expertise and professionalism of New England Reprographics for over 20 years. When we are in need of their services, It tends to be a crisis situation (i.e., we have a deadline and one of our plotters breaks down) .... or the large format print job is too large and would be too taxing on our equipment to feasibly handle in-house. The responsiveness of the entire NE Reprographics team is top-notch, their prices fair, and the end product never disappoints. We look forward to many more years of having NER handle our printing needs. Virginia, Coastal Engineering Company

Carlson & Associates - accountants - Updated July 2026

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I started my own business in 2019 and though I normally file my own personal taxes I knew I wanted…read moreto use a professional with the addition of my own business. Kevin was incredibly helpful walking me through the process with both my personal and business taxes last year. With the onset of Covid he also offered to help me navigate paying my 2020 taxes in increments throughout the year so I would be able to spread out my payments more evenly. If you are looking to support a wonderful family owned business and get amazing service on all your financial needs look no further than Campbell Financial Services.

Leo Maher Accounting

Leo Maher is a great professional. Not only is he friendly, efficient, and very tax-savvy but also…read morevery reasonable in price. Our last 2 year taxes were very complicated because we relocated to the Cape from the West Coast in an emergency. Leo managed to make sense of all our paperwork, which included W2s from different states, several jobs, self-employment, etc... Leo got us several thousand dollars worth of tax refund from the IRS and the State. I highly recommend Leo Maher Accounting! http://maheraccounting.com/ Pauline L.

TK Menesale, CPA

I stopped doing our own tax returns back in 2011 when my wife and I opened our B&B in Annapolis…read more Due to the need to set up a C Corp, we hired a rather corporate-facing firm. Since we moved to the Cape last year, I wanted to find a local, customer-first firm I could trust and that would provide a more personal experience. I interviewed three local firms, and each had its own strengths. Something about TK impressed us, so off we went. TK just finished our federal and state returns and did so with such ease and a professional touch that I almost didn't want to post this 5-star review, as we're selfish and don't want to share her services! But in the spirit of free enterprise, let it be known that if you go with TK, you will be impressed, as we were. So much better than the 'corp cpa' we got used to.

Hi Tawnya is a very nice person very professional and went out of her way to make me happy. Thanksread more

Frank J Harrison, CPA

4.0

Jason and his team provide fast, professional service for complex and simpler tax returns. I highly…read morerecommend their service.

Very responsive to questions and provide excellent customer service. I've been using this firm for…read more11 years to prepare business tax returns.

Marshall K Lovelette Insurance Agency

3.0

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I cannot say enough good things about this company. I'm clueless when it comes to most things…read moreinsurance, etc - Marshall & his team took care of me and set me up with a great rate. I even had an unfortunate situation where my license was suspended and I didn't know it. They called me to let me know when they noticed! You know why they noticed? They were trying to get me a better rate for the next year! Can't recommend them enough.

I had to rent a car due to an accident and wasn't told about a time limit. I went over and asked…read moreSusan to call and advocate for me to get additional coverage. Sent me an email saying I had to pay. When I returned the car the rental agent noticed it went over and called the insurance company and got it waived in minutes. Thanks for nothing Susan. Tell me again how you actually made that phone call. I have since switched to another agency. See my review for Wright Insurance.

The Law Offices of John C Manoog

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Zeros. Zeros the lot of them. Went in with a solid case, no…read moreone touched it for a full month. No explanation why, no apologies. Not one lawyer spoke to me when retrieving my paperwork. They left it to the secretary. Very unprofessional, possibly in collusion with the doctor I was looking into.

Arthur D. Calfee Insurance Agency

3.0

(8 reviews)

Terrible agency. Was given no advise or input, gave me a boiler plate policy. When I realized how…read moreover charged I was I shopped around for the same policy for my 4 cars and one house and was able to save 3k a year. Totally taking advantage of busy people. Found out that 2 other friends were using them, and now we are all leaving. They gave me a terrible time trying to cancel, I couldn't believe how nasty they were. I'm not new at this over 60 and have owned many homes.

I have been a client of Calfee Insurance since 2005, anytime I have needed anything insurance…read morerelated there is always an amazing and friendly voice on the other line. I was in a major car accident a few years back and I never once had to worry about anything except healing. Davidson has always made himself personally available when needed and if not him one of his amazing staff members. I can not say enough about this agency and the people who work there! Thanks Calfee

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Jack is the best. Thorough, friendly, and knowledgeable. He is reasonably priced. I would…read morerecommend Jack.

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SHP Financial