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    Daisy Tran, CPA

    5.0 (4 reviews)
    Closed Closed
    Updated 3 weeks ago

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    Services - Daisy Tran, CPA

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    2 years ago

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    1 year ago

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    Small Business Solutions

    Small Business Solutions

    (2 reviews)

    I can't say enough good things about Small Business Solutions, Inc. and Warren. He's not only an…read moreexpert in his field, but also a trusted partner who genuinely cares about the success of his clients. Warren worked closely with me to produce my financials during a critical real estate transaction, and the quality of his work was second to none. Every detail was handled with precision, timeliness, and professionalism. He made a complex process straightforward and manageable, and his guidance gave me the confidence I needed at each step. The level of service I received went far beyond my expectations. Warren is thorough, reliable, and always available to answer questions. On top of that, the value is outstanding -- you get the expertise of a large firm paired with the personalized attention only a boutique practice can deliver. If you're looking for someone who combines technical know-how with real integrity, look no further than Warren and Small Business Solutions, Inc. Highly recommended!

    I have had the pleasure of using Small Business Solutions services since 2005. In the 14 years…read moreWarren has worked for me, he has always been on time and on point. Warren always goes above and beyond what I ask him to do on a weekly basis and he treats my business like it was his own. Warren also consistently analyzes the current systems we have in place and in turn makes suggestions to our management team in how to be more efficient and more profitable. I feel very fortunate to have SBS as part of our team and I would highly recommend him to others. ~Douglas Moleux Northern Lights Entertainment/ House of Dance

    William N Ryan, CFP

    William N Ryan, CFP

    (14 reviews)

    Last weekend was out first time going to Bill or any other accountant to do our taxes in a decade…read moreor more, as we've been using Turbo Tax for years. However, 2012 was a crazy year for us as we re-located from NJ back home to MA, changed jobs, rolled over a 401K and had multiple stock sales. So like every recent year, we bought TT again this year and were basically satisfied with the answers, although we owed $4100 to the IRS and $681 to MA we were getting $3990 back from NJ. That seemed reasonable given the income from last year. Still we wanted to double check our work on TT and we also wanted to establish a relationship with an accountant who could also provide advice going forward as to how to best position ourselves for next years taxes. My wife and I are almost 50 so we also were also looking for someone to validate the positions we had taken financially to prepare for retirement. We found Bill on Yelp and even though we live in Boston where there were other five star rated accountants, we liked the fact that he was praised for both his tax services and his financial advice. Also, he was noted as having a friendly and easy going personality (Which some of the other five star accountants defiantly did not have according to their reviews). We didn't want to start off a potential long term relationship with any one who was a dick, no matter how brilliant. Bill has a nice location in an office park in Quincy off Willard Street. We arrived on time and so did he. We liked Bill immediately as he was engaging and friendly and not stuffy at all. He even had Red Sox World Series memorabilia on his walls which immediately signaled to me that he was A NORMAL PERSON. Anyways, Bill found that we had made a mistake on TT by erroneously listing our stock sales. As far as TT was concerned, no red flags popped up because the error was inputted incorrectly by us. TT didn't know and we didn't know either, but Bill knew. The error would have been costly. Instead of the figures above, it turned out that we actually only owed the IRS $798! Our NJ refund was increased by over $200 and our debt to MA turned into a refund of almost $200. All tolled, Bill saved us almost $4500. After his fee of $275, we still saved well over $4000. We obviously enjoyed our first meeting and will schedule another more comprehensive meeting to evaluate our goals and current positions after the tax season ends and Bill is less busy. Bottom line here is that Turbo Tax is a great product, but nothing beats discussing your tax obligations with a human being. We would HIGHLY recommend Bill Ryan to anyone looking for an exceptionally competent accountant/financial planner in the Metro South or even in the Boston metropolitan area. THANKS BILL!

    I had a bad experience with Bill. There were several errors and omissions on my tax return, and it…read moretook almost 3 months to correct the issues. I'm sorry, but I was not satisfied and expected better service from a tax professional.

    Daisy Tran, CPA - taxservices - Updated June 2026

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