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.

Just recently I had to contact Tom Ruane about a problem with my Social Security Account missing…read morerevenue that was supposed to be posted by the IRS between 1996 - 2016. He had done the business taxes for me during that time period. I offered to pay him for his time, but he said it would just take a few days to gather everything that related to me and send along. I recommend Tom Ruane very highly, he did excellent work for me in the past, and now helping me with this new problem, even though its been years since he had done work for me. Great guy and such a relief he can help me with this.

I got a really uncool letter from the IRS saying that I owed something like $5K to them. I…read morepanicked, searched yelp, and found DiDi's five star review. I took my taxes in, and within 5 minutes Tom had discovered the error I made while using TurboTax.... Ouch. But THEN, Tom asked some questions and found that the IRS owed ME some money - so I ended up ahead! Now that's a CPA who knows his stuff! Thanks, Tom!

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.

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.

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.

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.

I absolutely recommend Nicholas and his firm. He was incredibly attentive to my personal and…read morebusiness tax needs. He was always made time to answer questions and was extremely helpful as I tried to wrap my head around this complicated matter of business/personal taxes. all my filings were done perfectly by him and his team.

I've been working with Nick and his team for years. He has helped us with taxes, planning, and…read morefinancial advice through different stages of life. He and his team are thoughtful, effective, concise, and all around pleasant to work with. I recommend them every chance I get.

A pleasure to work with. I hired Amenata to sort out my taxes for year which included freelancing,…read moremultiple employers and other complexity. She's very thorough and quick! I felt prioritized and easily trusted her to do great work.

You will not be disappointed working with Botus Financial Services. Amoneta is courteous,…read morecommunicates well, and gets the job done incredibly well. She took us on at the last minute and did a fantastic job!

Worked directly with George when comparing financial advisement providers and found him to be…read moreill-mannered and lacking in sufficient communication. Would not recommend entrusting your money to anyone associated with the firm if that is the level of professionalism they consider standard.

For the past four years, George Vallas prepared my personal and business taxes. In addition to the…read moretaxes, he helped with my business books. He could see I was struggling with quick books and gave me a few tips that helped make what I was doing so much easier. My previous accountant did not even reply to the 2 questions I emailed him. A few years ago I joined a town league board. It was quickly discovered they were in immediate need of an accountants guidance. I Referred George who met with us many times, walked us through what needed to be done, gave great advice and saved the league from loosing their non profit status. George has very fair priCes, is easy to reach when you need him and most importantly, he is great at what he does. He will legally get you all the deductions you are owed.