Unprofessional and poor communication. I'm only speaking of my experience working with Sandra…read moreStockwell CPA for my condo association tax filings. I would NOT recommend her as she was not reliable. I can't speak of the other CPAs at this firm. They may be great for all I know. But here's my experience with Sandra: Sandra Stockwell was my CPA at Lisi, Liberati & Stockwell for the past 4 years for condo tax filings. In the first year, I emailed her while she was on vacation. She responded that she would get back to me when she returned. Well I didn't hear from her for over 2 weeks, so I emailed again. But whatever, fine. Tax forms were filed successfully that year. In the second year, I messed up (I admit that) and forgot about the tax filings and contacted Sandra on April 11. Ms. Stockwell was away for the week (which is strange considering Tax Day is typically April 15), so her associate, Lori, was able to file and send out the tax forms before the deadline. Thank you Lori! I was also reassured that even if I had not filed by the April 15 deadline, I could have filed an extension. Great. In the third year, I contacted Sandra and sent her all the paperwork needed to file our tax forms. She never responded and I completely forgot about it until May 14. When I reached out to her to see if she had received and filed our tax forms, she responded with this exact quotea: "I have stuff". That was her entire email response. I had no idea WTF she meant by this. It was only after I received the tax forms to sign in the mail a few days later, that I knew she had finally done her job. In this fourth and final year (2023), Sandra initiated contact with me saying, "Last year you were late and if late again IRS might give you penalties" Excuse me? WHO was late in filling those taxes? But again, whatever, fine. The tax forms were completed on time and this would be my last year dealing with Sandra since I was moving out of my condo. When I went to sign the tax forms at the office, I let Sandra know that I was not satisfied with her services. I told her everything I mentioned above. She made excuses and blamed the poor communication on the fact that I contacted her through her personal email. Well guess what, that's the only contact info I have! I was given that email by the previous condo president. If Sandra thinks her personal email address isn't reliable, then she shouldn't be giving that email out to her clients. But at the point I was satisfied having aired my grievances to Sandra's face directly, so I told her I wouldn't leave a negative public review. I was satisfied... Fast forward to a half hour later, and I receive an email from Sandra stating that the reason the previous year's taxes were filed late was because I had emailed her the paperwork on March 23, but that the tax filings were actually due on March 15. Umm, first off, I had never been told in the previous 3 years of filing that the due date was March 15. In fact, 2 years prior, I was told of an extension that could be filed if I missed the April 15 filing date. I'm not blaming Lori if that was the wrong info, because honestly she was the only helpful person I interacted with at LL&S. But regardless of the due date, Sandra didn't bother to file those taxes until I contacted her in MAY! So Sandra, you're saying that because I sent my tax paperwork to you 8 days "late", you blew off doing my taxes completely? And on top of that, you repeatedly blame me instead of acknowledging your mistakes. Sandra Stockwell, I will never do any business with you again and I will tell anybody who will listen about my horrible experience working with you at Lisi, Liberati & Stockwell

From the owner: Our Newton CPA firm provides a variety of financial services including tax preparation, business…read moreaccounting, IRS tax resolution, payroll services and QuickBooks support. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Janice Butler had done my taxes for a couple of years but did not have the professionalism or…read morecompassion to return any of my emails or phone calls that involved asking her a 2-minute financial question. She even claimed she didn't get my phone messages - hard to believe since I'm a client with the correct phone number. The question entailed my dying dog who needed $10,000 lifesaving surgery and my finances. Janice never bothered to respond. Seems unprofessional and heartless given she advertises her volunteer work on her website. My experience working with Janice is that she is slow to respond to anything, if she even bothers to respond at all.

From the owner: Accountants, cparead more

Tim is great, he has been doing my taxes for years. He makes things simple and explains…read moreeverything. I send him my documents spend a few minutes reviewing what could be a complicated return and he handles the rest. Best of all I now have an accountant for about the same price or cheaper than a tax prepare service.

Mr. O'Meara has been doing my taxes for years and he is the only person I will go to. I tried H&R…read moreBlock about 10 years ago, but they charge per form and I work for so many different companies that I often have 16 different W2s and 1099s. Mr. O'Meara doesn't overcharge, and I always get money back. I live in California, but am from Connecticut, and he still does my California returns. I mail him everything, and he takes care of it. His office is very nice, and his staff is friendly. He files everything electronically, and you can get your tax return money back via direct deposit. I highly recommend him if you need your tax returns done.