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.

Got my refund for 2025 through Dimov. They are responsive to your messages, I would recommend the…read moreservice.

If I could give ZERO stars, I would…read more First of all, this address is wrong- they DO NOT have an office in Boston. Secondly, DO NOT TRUST THEM. I truly have no words for the service we got (but also I won't shut up about it bc if I can save someone else the hassle, I will). We hired a CPA this year bc of some issues with our state tax withholding due to moving across states. 1) From the get go, I felt funny about them because I knew there were certain info that would be needed (but they didn't take it even when I offered). Due to a HR mishap with my job, my state taxes were taken from NY (and not from MA). They never asked for more specific info (pay stubs for example) to rectify the taxes. I repeatedly asked the person assigned to us to reiterate the issue to us so that we knew she understood what needed to be fixed, and she couldn't. But they have such good reviews, so I should trust the right?! 2) Due to the move, my husband had two W-2's- one from NY and one from MA. We accidentally forgot to upload the NY W-2 (that's on us). BUT instead of asking for it, they counted the MA W-2 for NY as well. The outcome was that we now owe thousands in taxes due to the income being counted twice! 3) AND FOR THE CHERRY ON TOP- THEY FILED WITHOUT OUR CONSENT. The wrong version, where we owe thousands. And then didn't tell us. We only found out bc we got a letter from the IRS. And then they took their sweet time responding to us about amending, not that we trust them to even do the amendment correctly. And when we requested a refund, they refused and instead offered money off our next service- AS IF. We had to file fraud via our credit card and point out that what they did was ILLEGAL to get our money back.

Disgusted. Brought my business corporation to Michael Gore and Lisa Callahan and after signing me…read moreup for lots of extra cost services they failed to follow through on their guidance and didn't even ask me the most basic questions about my return. They cost me dearly. I would have been better off with H & R Block.

I've been using Rob Whitney at W&G for my taxes for over 10 years. Rob is always attentive and…read moregets right back to me when I have questions, not just at tax time, but any time I contact him throughout the year. Having a more difficult tax return (multi-family property, W-2s, 1099's...) I always trust that Rob will be diligent and make sure that all of my taxes are done correctly and are in order. I would absolutely recommend Rob & Mike at W&G!

Patty and her team at ERBC were amazing! Their experience with the often confusing, sometimes…read morecontradictory and always nit-picky VA was invaluable in getting my mom's A&A Survivor's Pension approved in record time (about 6 months from intent to file to first payout; for reference, the VA's current projected average processing time for claims is 12-18 months). They walked me through the process every step of the way, crafted responses to VA requests for additional documentation and were always available for a phone consult when needed. A great experience, highly recommended!

I could not have navigated the veteran benefit process without them. There are so many nuances to…read moreobtaining benefits, and I found it to be extremely complicated when attempting to do it myself. This group was invaluable to me, and I received an awards letter within only a couple of months!

We had just moved to MA a month prior and it was tax season. We live one town away and it was…read moreseriously amazing the service they offered. Such nice people working there, knowing the in and outs of everything. My husband had just gotten out of the military and started a new job. We were so stressed with everything and these dear people just helped us out big time. It was a little over $100 if I remember right, and took such a burden off us. They even had some great recommendations of what's in the area, as they all seemed to live nearby and are familiar with the area. Great knowledgeable people and we will definitely be back next season, to get their help again! Thank you!

Very Nice Small CPA. I have been going for two tax seasons now. They remember your name and they…read moreare very friendly. My taxes were done fast and there were no problems!!

I have had Nobert financial services for last 18 years, both for my personal taxes and business…read moretaxes. I have been audited two times by IRS. They are honest and will guide you through the process so long as you submit correct documents. They don't cut corners Outstanding services, will recommend without reservation. Norbert helped us set up our business without consulting fee in the office and have been in business for 8 years. He actually encouraged us to go into business!

We, SMSTA have been with Norbert Insurance and Financial Services for over nine years. We can…read morehonestly say we are very much pleased/satisfied with the service received. We will continue to support this business that also helps and support others. The community is blessed with having Mr.Norbert available.Thank you for your devoted service to all.

I've always had wonderful, prompt, and friendly service. Curt Jr. has alerted me when thinks looked…read morewonky with my escrow account and followed it up to fix it without me having to do anything. If I need a digital copy or an answer to a question, I get a response incredibly fast. Absolutely great folks.

Have had Everett and Sons for over 20 years and have never had any problems. I like the…read moreMapfre/Commerce auto insurance that they partner with and have only had a few "incidents" for them to assist with and it was flawless. Last year I was engaging some discount options on the policy and they gave me great advice as a strategy which gave me an even better discount on my premium. Thank you to all at E & S's.