The folks at Business and Tax Consultants have helped me and my family for many years. I couldn't…read moredo my taxes without them.

Does a great job on our taxes and in a timely manner. I skipped her services for two years and…read moremade mistakes both years, so I went right back to her and have been mistake free ever since!

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 have been using them for years. I highly recommend them. They make a point of staying current…read morewith the most recent ever changing tax laws and are constantly rearranging how we file so that it is to our advantage.

From the owner: We are a Saratoga-based CPA firm providing tax and advisory services to businesses and individuals…read morelocally and throughout the US. Whether in the same room or across the country, we work alongside our clients so that they can reach their personal and business financial objectives. Our secure portals and video capabilities allow us to offer the same personalized, high-quality service that we provide in person, without travel time to our office. Our broad virtual reach allows us to bring small-city value to big-city clients. Contact our team of expert CPAs to get started.

I spoke with Chris at Oster & Wheeler and he was incredibly helpful and knowledgeable. If I end up…read moreestablishing my business in New Hampshire, I will undoubtedly choose Chris to be my CPA. I certainly appreciated the time he took to help me decide whether it would be advantageous to establish in NH or MA. They had come highly recommended by a business associate and certainly lived up to expectation. Thank you!

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.

Extremely professional service. They handled some past year tax issues for me an took such a huge…read moreweight off my shoulders. Really happy I found them after my new move to MA.

Bumped from two stars to three for these reasons:…read more 1) The company took responsibility for a mistake that triggered a $200 fine from IRS, and refunded me for it. Thanks. 2) I was able to reach my accountant on the phone easily during the peak season, and he gave me a quick answer in a few hours - during the weekend. Still, my experience was less than satisfactory. (1) The return that the team prepared had two mistakes, which I spotted and saved myself 6,000$. This is the exact opposite of H&R Block Second Look - I was the second look! (2) There was an additional mistake that triggered a review by IRS, which costed me $200 (refunded by Dimov, as mentioned). You don't want to get reviewed by IRS. (3) Even if I started uploading my documents early, big stuff in February and March 3 (with some small updates for few hundred dollars coming later), the return was ready only on April 6, and the signature docs only on April 8. Add the weekend, and we got REALLY close to the deadline. They even suggested filing for an extension... due to their own delay. (4) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to clarify the issues, and one question was eventually escalated to his manager, who initially missed the point and gave me an unrelated answer. After multiple messages, where I quoted the tax law, we were at last in agreement. (5) The free Q4 2025 tax estimate took a month (from Nov 7 to Dec 4) after being bounced from one person to another. I ended up doing it myself and it was just double-checked by their team. (6) The team used this Q4 estimate in my return, instead of the actual values from the previous year, requiring me to scan the return line by line to find incorrect data. (7) Through the process, I received messages from 13 different people. Only one of them appears on LinkedIn or any Google search. Draw your own conclusion about this. (8) They offered me a tax-estimate package where they would help me estimate my quarterly payments. This was priced as 3 hours at 360$. Does it take 3 hours to scrape a few bank statements for data (AI is really good and fast) or 3 hours to run their software on these numbers? Come on, this is 2026. Really, not what I was expecting.

David listened to all my questions and gave me honest advice on my taxes. I appreciate his…read moreexpertise.

Lutz Tax Services did the best job filing my taxes. David scheduled a zoom call, reviewed my tax…read morereturn with me, and even got me a refund this year. I love the simple tax preparation process.