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.

Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

This is our second year using Jay as our CPA for both our small business and also for ourselves…read more He is attentive, patient, thorough and great at what he does. We know we are in good hands with Jay. We are so happy that we found him when we did.

Jay and team are great! Prompt, responsive, understanding and thoroughly professional. Would 100%…read morerecommend working with the team at James P Moriarty CPA.

We continued to use this company, longer than we should have…read more There was a consultation with the owner who seemed bored with our questions, we got more arrogant attitude than valued information. There were mistakes on our tax returns, that should have been reviewed before forwarding to the IRS. It took 2 to 3 years to resolve the issue and receive compensation. Today, we called to change time of appointment.... The receptionist misheard or deliberately over exaggerated what my husband requested. We then receive a call from owner yelling that we have a choice to apologize to the receptionist or take our business elsewhere, without asking what happened. That was an easy and welcome decision. We usually don't receive such drama and explosive behavior from professionals, we already have a new accountant!

We have worked with LHussier Tax Services for decades. Detail oriented, honest and extremely…read morethorough as well as personable staff.

As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.

This will be our 3rd year with Ron and his firm handling our joint tax filings…read more Our finance/tax situation is not super complicated but it's complex enough that we can't easily use software or rely on some storefront type walk-in service. We made the switch to a real professional CPA years ago and will never go back. We switched to Ron after our prior CPA shifted our work to his junior minions who dropped the ball in a few key areas. Ron has been fantastic. My wife has mainly owned the properties we've lived in and she's always had non-trivial tax questions related to real estate. On my end I own part of a MA S-corp and the 50% shareholder status means I get a complex IRS K1 form each year. The variable K1 "income" also means I need to be super careful about staying on top of estimated quarterly tax pre-payments for the upcoming year. Ron is the person who makes all this a sane and sensible process. I also travel a lot for work and prefer to work with professionals who can handle communication at a distance -- never an issue swapping signed PDFs with Ron or communicating via email when I'm not in BOS.

Ron is an A+++ accountant. This was the first year we used Ron and I am so happy that we did! We…read moregot back so much more money then we have in the past. He is smart, organized, resourceful, funny, and all around just a great guy. I look forward to more returns like the one we got back this year. Grab him while you can! Carron- Melrose, MA

I spoke with Joe on the phone a few months ago about doing our taxes. He sounded nice enough. As…read morewe sent hime all our paperwork, he started asking for things that were irrelevent to this year's taxes. In addition, he was telling us we had some of our paperwork that he asked for wrong when in fact, it was not wrong. Then he started berating us and was very condescending. He was actually putting this stuff in a very harsh tone in emails. In my opinion, it felt like instead of working with us on what needed to be done, he was bullying us. We were shocked. To top everything off, his bills were considerable higher than prior returns. Suffice it to say, we would never use him again.

Joe has been doing my taxes for some five years now. He helped me get out of tax issues I had with…read morethe state related to a failed business. He knew exactly how to present my situation to the state tax authorities and got me off the hook. He is a knowledgeable professional. In all matters relating to taxation, you are in good hands.

I had an extremely frustrating and terrible experience with AGS tax group. Do NOT get your taxes…read moredone here. After an initial meeting with Olga Sevidova that went well, I sent her all my documents and a request for an additional document to be filed that went unanswered. She requested a meeting, then failed to confirm the meeting date/time and sent a zoom invite 3 minutes prior to the meeting (which I of course missed) and said this was their office policy. When we finally met to review the tax return that she had prepared, there were glaring errors right away. Lev Agranovich (the owner) had to step in to make the corrections needed. Instead of taking accountability, Olga then proceeded to bill me for an additional 100$ for the extra form she claimed I had asked for last minute, when in our documentation I had requested it a month earlier with no transparency on extra cost. She became rude, defensive, and unprofessional in her emails and told me it was my fault because I had missed her virtual meeting (that she had failed to confirm). I finally agreed to make the extra payment to just be done with the process, yet she was unable to provide a final tax document with all the corrected edits, refused to answer my email follow ups and just kept asking for payment. Despite her incompetence, Lev (who was cc'ed on all the communications) did not step in to help mediate the interactions. I have never had a professional interaction with this degree of poor communication and poor product quality, and the inability to provide a final document for review prior to payment. She then proceeded to tell me I would be billed regardless and threatened a collection agency should I not pay for a tax return that I was unable to review, and that had prior mistakes made. I finally had to send AGS Tax group a certified letter documenting the inadequate work and refusal of payment before they finally provided a completed tax return for my review. This was a huge inconvenience and headache with many hours on my end wasted sending them all my documents and I will never be returning here. I have never dealt with this level of unprofessionalism and lack of accountability. You should find another place to prepare your tax documents.

I've been doing my taxes with AGS Tax for over 10 years, and it's never even crossed my mind to…read morelook elsewhere. Lev is an outstanding accountant, professional, responsive, detail-oriented, and genuinely friendly. I consistently feel confident that my finances are in good hands.