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.

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.

Diane expertly helped me solve my problem. Her frank and simple advice helped me to potentially…read moreavoid big trouble down the road. It's such a relief to have someone to turn to. She was responsive and had a helpful system where I was able to book a time to consult.

Highly competent, very kind, and as much of a pleasure to work with as is possible when dealing…read morewith one's taxes. I had great experiences with her back when I lived in Somerville. She totally understands the lives of freelancers and artists and is very good about making sure you understand everything she is doing (and very patient and kind with questions and clarifications).

TLDR: Unresponsive, not accurate, rude, and would have cost us thousands…read more This was the worst tax experience of my life. John was very short via email if he replied at all. In addition: 1) He made an error on our HSA contributions that only we found. When pointed out all he did was send an updated return and no acknowledgement. 2) He did not enter the cost basis correctly on Employee Stock Transactions and if we did not point it out it would have cost us thousands of extra $ in taxes. No apology or explanation just updated the return. 3) He never confirmed when the return was filed. While we were out of the country on April 15th he would not respond to emails. When we finally got a hold of him on the phone he said he receives too many emails to reply and this is how he does business. I would not use him unless you have a very simple return and trust that it is right without combing through many pages of returns with no help from John.

John Costello has been preparing my tax returns for too many years to mention …read more Around June 20, 2021, I received a letter from the IRS stating that they needed more information to process the return. The listed what they needed: a copy of pages 1 and 2 of my return, amounts and dates of all estimated tax payments made for 2020, any documents verifying income and withholding. John faxed the information to them. He said the problem was "identity". The IRS wanted to make certain I am really me! I thought it was strange why they requested estimated tax payment and income and withholding information if they thought it was an "Identity" problem. However, I didn't question John. He said I would just have go wait until they mailed me my refund. As the months went on I kept thinking why did the IRS want estimated tax payment information. On January 13, 2022, I called John and said I was still waiting for my check and that I haven't heard from the IRS since June. I asked him if he could do anything to help me. He shouted, "no, I won't do anything to help you." His shouting upset me more than what he said. So, I made an appointment with another tax preparer for January 18, 2022. The new tax preparer looked over my 2020 tax return and the letter I received from the IRS, and he stated and should me the mistake that john Costello made. I left the office of the new tax preparer, and went to John Costello's office. I pointed out the mistake that he made. He entered my Federal tax payments on the wrong line, and he omitted my estimated tax amount. He tried to say that I did not give him the estimated tax payment information, which is a blatant lie, and i told him so. In June 2021, when I showed John the letter from the IRS, he knew that he made a mistake, and, if he didn't know, he should have examined the return that he prepared. John Costello didn't have the ethics or courage to admit to me that he made a mistake. Tax preparers are each given a phone number from the IRS, so the tax preparer can reach them. John denied this! If he had admitted to me, in June 2021 when I should him the letter, that he had made a mistake, I would not be typing this letter!

Great service and very professional. Good staff, very…read morefriendly, responsible and great customer service. Thank you so much for your help.

Have been doing my taxes here since 2013. I have also been receiving IRS audits every year because…read morethey did not complete my college worksheet tuition correctly. I let the first two past because anybody can make mistakes. However, I just received the third audit and I am as furious. I called Almilcar to report it and he did not even answer my phone call. he had me sent forms for him via e-mail because he did not want to talk to me by phone. I sent the forms he prepared to appeal the audit but guess what? they were denied. i am very but very disappointing with this agency. please do yourself a favor and avoid going here. the worst experience! Han estado haciendo mis impuestos aquí desde 2013. También he estado recibiendo auditorías del IRS cada año porque no completaron mi matrícula de la hoja de trabajo universitaria correctamente. Dejé que los dos primeros pasaran porque cualquiera puede cometer errores. Sin embargo, acabo de recibir la tercera auditoría y estoy tan furioso. Llamé a Almilcar para informarlo y ni siquiera contestó mi llamada telefónica. me hizo enviar formularios para él por correo electrónico porque no quería hablar conmigo por teléfono. Envié los formularios que preparó para apelar la auditoría, pero ¿adivina qué? fueron negados. Soy muy pero muy decepcionante con esta agencia. por favor hágase un favor y evite ir aquí. la peor experiencia!

As a startup is is really hard to get high quality, personalized and low cost bookkeeping services…read more Fortunately Intelli Bookeeping, and Slava, are all of that. They really helped us with our process at Renoviso and are constantly asking great questions and making smart suggestions to make things even better. I'm thankful we are working with them and recommend them highly.

Slava is so easy to work with - Intelli Bookkeeping is the right name for his business. He's smart,…read morehe listens well, and is truly collaborative. Truly an intelligent way to conduct business.

Be aware that Medford Tax does not accept clients who will be filing an extension…read more I was an existing client of Medford Tax from the prior year, and while John had made a bunch of careless errors on my tax forms last year that I had to personally spend time to correct, I decided to give them another chance. When I called in again this year, I reminded them of my situation about my forms, moving states, and that I needed to file for an extension due to a K-1 that comes in later in the year. They were ok with all that and I was sent a login link to the Medford Tax portal to submit documents for my taxes. After I reminded them that I was planning to file for an extension, they reconsidered and I was told that I'm "no longer a good fit" since they don't want to help people with extensions as they said it was like "preparing the same taxes twice". I understand that they may not like it when people file for extensions, but it is an extremely common practice with personal taxes that they should be accustomed to. I was surprised to be given this treatment and refused their services just because I am filing for an extension. Please be aware that Medford Tax does not treat returning clients well and are not very thorough when preparing taxes.

Akan helped me during a very difficult situation where I needed to file my mom's taxes for the last…read more10 yrs. Akan's calm demeanor and knowledge is unsurpassed. He explained everything in simple steps. I would walk into his office feeling like the world was ending, and by the time I left I would be motivated to keep going to find the information we needed. I feel so much relief that my mom's taxes are done. I don't know what I would have done without Akan! Thank you!!!

Numbers In Boxes has become an invaluable partner in our growth! Thank you Lindsay and Jen for…read moreyour expertise, for understanding our goals and helping us execute a plan to achieve them. Thank you!

Numbers in Boxes is the best bookkeeping service that I've ever had! I had one bookkeeper for…read moreyears, but when my business started growing a few years ago, I needed a bookkeeper who could handle our increased volume. In the past three years, I worked with three separate companies, and none of them made me supported. When I switched to Lindsay and Jen, not only did I feel supported in the ways that I would have wanted, but they have provided me supported that I never knew existed and I never knew that I needed.

It's tax season, and I can't tell you how much I miss Tyler Lynch. I don't think I realized how…read moregood -- efficient, responsive, and reliable -- they were until I've left (to work with an accountant who specializes with small businesses). Their office runs smoothly; the accountants are easy to reach, and they've done an incredible job on my taxes. Tyler Lynch offers excellent and knowledgeable service with warmth.

The rock stars of the accounting world who make it (almost) a pleasure to do your taxes. Tyler…read moreLynch did both my nonprofit and personal returns the past few years and really did a nice thorough job. Stephen was so professional and explained everything so well even a total numbers and tax code idiot like me could understand it. Thanks guys, well done.

A a new business owner, I've found Mark Schwanbeck's services invaluable. Not only has Mark walked…read moreme through tax preparation step-by-step, but he's also taught me how to use Quickbooks and provided in-depth coaching around financial matters. I offer my strongest recommendation.

From the owner: Business is currently closed to new customers.read more