I cannot recommend Paul enough. He has been so incredibly helpful with not only doing my taxes, but…read moregiving me plenty of information and resources for all of my questions as a new independent contractor. My work situation is a bit unique, but Paul handled my situation thoughtfully and with ease. Before I worked with Paul I felt confused and nervous about tackling my taxes and organization of documents, but since then I feel completely at ease and confident moving forward. I will be working with Paul for a very long time. He goes above and beyond, and is a master at his trade. Highly recommend.

Paul is thorough, detailed, and finds every eligible deduction for you. He asks the correct…read morequestions and is always professional and fast. Highly recommend. A+!

As always in the past several years, excellent, knowledgeable, and timely service and advice - in…read moremy case, regarding taxes. I'm very happy with their work and will doubtless choose them again. Very highly recommended!

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.

Jeff was friendly and easy to work with, but our experience with him handling both our personal and…read morecorporate taxes in 2024 was disappointing. We have a couple of LLCs, and the way our returns were filed led to IRS notices and additional fees. Based on this, we wouldn't recommend him for anything beyond very simple personal tax situations.

I hired Jeff to prepare my taxes for me. He was prompt and professional and answered all my…read morequestions. He was a great help and I highly recommend him.

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've been working with Nick and his team for years. He has helped us with taxes, planning, and…read morefinancial advice through different stages of life. He and his team are thoughtful, effective, concise, and all around pleasant to work with. I recommend them every chance I get.

Pam Boardway is the type of CPA I have always wished for! She is incredibly knowledgeable,…read moreresponsive and proactive in her approach to all her clients. She takes the time to get to know her clients so she can suggest strategies that meet their individual needs, whether for personal or business taxes. She and her team are a pleasure to work with - I would recommend them highly!

Up until last year, my tax season would go something like this: do nothing until April 10th, then…read morescramble to find all of my paperwork, find a cheap online program, and cross my fingers that I did everything right. But then last year I started a business and with the new tax law, I knew I had to start working with a business tax expert. In our first meeting together, Pamela walked me through my business structure options ... and even referred me to a local business attorney to file all the appropriate paperwork. Then when tax season came she made the process as easy as possible. She mailed me a file folder to hold all my documents as they came in the mail. I simply mailed that and her straightforward questionnaire back, and she and her team did the rest. The process was seamless and transparent from beginning to end. If you're a North Shore business in need of an accountant or want a second opinion on your current situation, I highly recommend you schedule a time to talk with Pamela Boardway.

I used sharon with my quick books for my bussiness, She is out standing and easy to work with, I…read morewould have to say I was very impressed...I definitely would recommend her to anyone she is really helpful! : )

I first used Finocchiaro Taxes in 2022, when my long time account retired…read more I have found them to be great! Very professional, friendly, and most importantly accurate & though-row. Francesco is so proficient and really experienced he has earned my trust and respect. If you need an accountant, I highly recommend this company. DJChambers 9/11/2025

Learn from my experience! Think twice if you're considering having your taxes prepared by…read moreFinocchiaro Tax & Accounting Services in Methuen, MA. The son (Francesco Finocchiaro) of Santo Finocchiaro was going to try to charge me $750 when I met with him. This insulting price was to prepare two fairly simple tax filings. Keep in mind that only two weeks earlier while shopping for an accountant to help with my taxes I had been quoted $250. That was to prepare both filings. This was quoted to me by an entirely separate and unrelated accountant working in another town. I have every reason to believe the father, Santo Finocchiaro was a reputable accountant who up to this point built a solid business and understood the meaning of what is fair. As for doing business with the son though, I say be safe. I wouldn't have a thing to do with him. Attempting to price gouge his customers strongly suggests an opportunist. That young man has a lot to learn about word of mouth in regards to reputation and what is fair when dealing with customers. That is of course if he ever wants any of them to return to do business with him again. If I could have given this business a lower rating than just one star - I would have. And NO. I would not refer this business now to anyone nor will I stop warning people of my experience there. What's fair is fair.