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    CMGG Consulting Services

    5.0 (1 review)
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    2 years ago

    Great service!!!! Absolutely professional and my bookkeeping needs were completely met!! Would 100% recommend if you are looking!!

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    Liebert & Associates CPA

    Liebert & Associates CPA

    (5 reviews)

    Coolidge Corner

    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

    Integrated Financial Services - Front of Our Office

    Integrated Financial Services

    (1 review)

    Kimberly and I have used Brian and Regina's services (IFS) for decades and could not be any…read morehappier! They are always available to answer any questions or concerns and have helped us navigate all the complexities of developing and running our small business. Brian's knowledge is second to none and we ALWAYS recommend them to family, friends, and clients! You need to put IFS to work for you. They know everything and utilizing their skills will make your life much better!

    From the owner: At IFS, our tax preparers strive to do what is best in the clients interest when handling personal…read moretax preparation, small business and corporate tax preparation, tax planning, resolving tax issues with the IRS, audit representation, and bookkeeping services. Our preparers take time with each client to produce plans or ideas that is in their best interest. Choosing the right accountant for your individual tax return or small business shouldn't be left up to chance. Our helpful tax professionals are willing to take on new clients and help to make your experience as simple and painless as possible. We offer a number of services to help make filing your tax return easy. We strive to work for you, the client, as we provide services to people all over the country. Even in the off season, we always have someone present to answer your questions, or deal with your tax issues for at IFS, even after April 15th, we never stop working for you. Contact us to provide you with the best service possible and to answer any questions you may have.

    CMGG Consulting Services - bookkeepers - Updated June 2026

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