No response to Yelp requests or calls. I'd expect at least an email or call back after reaching out…read morein multiple ways.

Bottom line: I'm delighted to give Liebert Associates my very highest recommendation without any…read morereservations whatsoever. And, that's coming from a do-it-yourselfer like me who has a life long history of finding it all too easy to utterly despise accountants and account executives. A little less briefly, it gives me great pleasure to most enthusiastically recommend Liebert Associates for tax & accounting services for a variety of sound reasons. I started working with Mr. Liebert five years ago, when I took a new job in Manhattan while maintaining a family in Philadelphia. Both my wife and I also run small consulting businesses, so after 15 happy years of doing-it-myself with TurboTax, we needed help. Complexity increased when both my wife and I lost our parents and inherited a variety of assets in different states. Things went from bad-to-worse-to-seemingly impossible when my wife took possession of family trusts that were bewildering for a person like me to understand. (I'm a nuclear medicine physician.) I've been a full professor in two Ivy League universities. By those standards, Brian Liebert is extremely smart--4 or 5 sigma. So is his partner, Sally Trauco. They have enormous funds of knowledge about taxes. Their ability to manipulate information quickly to create innovative solutions, and get the job done, is even more impressive. They are consistently responsive (wow!) with quick turn around times. And, they've stood by us. Brian has settled several IRS inquiries within a few days with on-target communications that strike remarkable balances between conciseness, decisiveness, and collegiality with the IRS professionals. Perhaps as importantly, Brian and Sally are warm, kind, and easily approachable. Their social IQ's are conspicuously extraordinary, and it shows whenever they need to correct something I've done that's stupid (which is not all that infrequently). They have genuinely mature senses of humor. I've always been amazed at how well Brian seems to remember me and my wife. Sally also has a memory like an elephant, and a charming talent for communicating a lot of happy thoughts in a brief passage (unlike me). It's remarkable that an on-line service can show a personal interest in their clients. After 5 great years, we're confident you're going to greatly enjoy working with them. P. David Mozley, MD

I had two years of tax returns to file. I met with Serge at 10:00 a.m. and he had everything…read morecompleted by noon. The whole time he was preparing the returns he patiently answered any questions I had, as well as providing valuable insight into the process of preparing a tax return. I was not happy about the end result, no money returned from Uncle Sam, but I left feeling confident that the returns were prepared correctly. I would recommend Jackson Hewett, and Serge in particular, to anyone needing tax preparation services in Natick.

Avoid. I took my multi-state return here after a positive experience in Danbury, CT. They pulled my…read morestate tax withholdings from my employer's ADP system rather than my W-2 for BOTH STATES, and never checked to make sure this number was correct. I found out when I got a ~$10,000 bill from the state of Massachusetts. I checked JH's data pulls vs the W-2s, and in two minutes discovered their mistake. They never admitted their error nor provide a refund, and calls from corporate have gone unanswered. I am done with Jackson Hewitt.

Lorrie is a great CPA ! Lorrie will take the most difficult situation and make your problem her…read moreproblem and then solve it.

The rudeness I received by Ms.Sorgman was so unprofessional that i decided not to work with her,…read more She and her entire staff were inattentive and could care less that they kept me waiting for 35 minutes while they had this big shared lunch, Not once did one of them come out to explain provide me with a status, or apologize. at 25 minutes after my arrival I did remind the receptionist that they were so late and the queen herself poked out to give me a look over and then a very dirty look with a chicken leg in her hand and this obnoxious telephone ear piece in place. I could not believe the lack of basic courtesy and the unfriendliness afforded me. I was not impressed, would never want this woman to represent me in a professional manner. me before the DOR or IRS. The narcissism reeked and even as I walked away no one asked or called afterwards. There is something seriously wrong here.

This company is amazing. They have helped me off-hours and whenever I need them due to a disaster…read moreby a former accountant who totally messed my accounts up. They are great to work with and I would recommend them to friends and family. You cannot go wrong with Michael and Heidi.

I hired Michael Kaplow this year, since I knew I'd be receiving 3 W2s, 4 1099s, reports on stock…read moreoption purchases, income from dividends, and I had two very different categories of self-employment. It gives me a headache just thinking about it. But, the bottom line is now I am 100% self-employed, and needed serious tax advising. Michael came as a referral from a friend, and he looked over my last year's returns and this year's 1099 earnings to advise me on pre-payments to make at the end of last year, and did not charge me for his time. He was a little tough to pin down by email at first, but I don't hold it against him since I didn't pay to retain him-- and my files were a mess so I shot him some inaccurate numbers the first time around. Early this year, I received a packet to fill out, made my tax appointment, met him face-to-face for 45 minutes, and four days later, he was done with my returns. (Helpful hint: get in to see him in February before he gets super slammed). Michael's a straight shooter and is very patient. He's great at explaining your options and helping you figure out what works best for you. He's given me some things to consider as I approach 2012 as a year of self-employment. I haven't seen his bill yet, but I trust it will be within the range he quoted me, and I'm glad I have someone advising me in matters of the DOR and IRS-- scary stuff!

I wanted to thank Mindi for listening to my situation. I didn't want any late fees and Mindi…read moretackled it pronto. I used the ACC program in 2015 and things have changed! But any question I had was answered directly and quickly. Thanks Shawna and Mindi and everyone else who paid attention to my concerns. Donna B.

Always professional and understanding! Had to calk today and spike with molly. They always answer…read moreyour question no matter what!

Terrible accountants - I spent well over $3,000 to not get told I owed taxes for 2019 (so I was…read moreassessed a penalty), paid quarterly taxes that were WELL below what I actually owed (so come tax time I find out I owe $14,000), and I hired them as bookkeepers for me to pay thousands and end up doing it all myself because they fired me as a client 3 months before 2021 taxes were due and I couldn't figure out their system. Do NOT hire them.

All around great accounting experience. Who the hell gets excited about their accountant? This…read moregirl. Each year during tax time I go online to turbo tax or whatever it is called and run my W-2's, 1040's, 1099's etc through only to be disappointed by some number that is conjured by some proverbial magic wand. Naturally I never believe this number the godawful program comes up with. This is where Sechrest & Bloom come in--they work their butts off to make sure I'm getting the most bang for my buck. Sure it's a little more spendy than paying your computer to do the work, but the individualized service, friendly staff, and (of course) the pretty number on my refund check makes it an investment worth making. If you are looking for an accountant who does a top notch job, follows up with you, and remembers your name--this is the accounting firm for you. Bonus points for them for finding me after I was negligent in providing a new e-mail address and phone number.

I needed to consult with a professional to fully understand my tax situation and I was fortunate to…read morehave been referred to Angela Leo, CPA. Angela and her staff are approachable, patient, and empathetic to your circumstances. I don't know about you but taxes are intimidating to me. Angela set me at ease from the start and it was clear to me I was in good hands. What I appreciate most from my interactions with Angela is her integrity - she was not rushing to sign me up as a customer, i.e., charge a fee to prepare a tax return. Instead, she collected some information and advised it would be more cost effective for me to continue doing my own taxes - this said a lot. It turns out that after some life changes, I did need CPA help and I went back to Angela for consultation and guidance. Working with Angela and her staff was a pleasure. I couldn't recommend them more. -J. Callahan

Angela is both so professional and personable, wouldn't have any other account do my taxes. Would…read moregive her a 10/5 if I could .

I am a MESS when it comes to taxes. A complete utter MESS. I file for extensions almost every…read moreyear. I never have the right documents or know what any of the forms are that are needed. I have accepted the fact that I need professional help. It is just not something that I am good at... I would apologizes but the Federal Government is not good at a lot more things than I am. A few years ago I started working with Nardella & Taylor in Lexington. They have been great! More specifically I have worked with one of their key Tax specialist Rebecca. She is PHENOMENAL! While pleasant to work with and extremely knowledgeable she is just what I need. She is like a sub commander when it comes to my dysfunction. I recommend her and the firm to others even if you are not as clueless as I am. They offer a ton of other accounting services which I have not had any exposer to but have been told that they are top notch.

I've worked with Nardella & Taylor for a few years. My taxes were very complex at the time…read more Nardella & Taylor had someone in the office who had the needed specialization. Nardella & Taylor have always been timely and operated with the greatest integrity.