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.

The entire crew at Britt CPA is fast and efficient. I've been working with James Sullivan for the…read morepast few years and, each year, I am amazed at how quickly my returns are completed, with complete accuracy. He also takes the time to talk to me about not only my current tax return, but also ways to manage & minimize future tax liability. Highly recommended

Always professional and responsive. The entire team has been great to work with and the rates are…read morevery reasonable. We will stick with Brit.

The office of Weiss & Associates helped me navigate a specific and complex business tax situation…read more Robert Weiss and his team provided highly personalized service, were thorough and attentive, and made sure to find accurate solutions tailored to my case. As the owner of a growing small business, I now have peace of mind and the confidence to focus on operations and management with much greater clarity. If you are seeking accurate solutions offered with integrity and care, Weiss & Associates is your accounting firm. I highly recommend them to anyone looking for a knowledgeable and trustworthy accounting team.

From the owner: Tax Help Source is a very personal full service accounting firm that happens to specialize in…read moreresolving tax problems. We are not the folks on TV luring you in with promises of pennies on the dollar. Tax Representation is not some mysterious place where only big, high-priced firms, dare to go. It is a type of tax work. We are real people, who help other real people and their businesses to overcome all-to-common problems with either the IRS or State Taxing Agencies. We do it all the time. We have always done it.

I didn't learn how badly James Moses and Tax Preparation Services screwed up my 2021 tax returns…read moreuntil I got a letter from the IRS with penalties and interest for under-reporting my income. No one answered my calls to his office and I received no response to emails and voicemails for a week and a half, when Moses finally scheduled an appointment with me. I drove 40 minutes to meet with him at the designated time, and he did not show up. I finally had to hire (and pay, again) a competent accountant, who found that: 1. Moses did not report income from capital gains; he blamed me and said I must have not given him the paperwork, but he did report income from dividends, which were on the exact same statement, so it was clearly right in front of him. 2. He did not report nearly $22,000 in estimated federal taxes I had paid in advance, which he himself had advised me to pay, and which I had reminded him about, in writing, when I gave him my tax documents. 3. He did not report thousands of dollars in charitable contributions, about which I had also informed him in writing. This was carelessness bordering on negligence, yet he took zero responsibility, and instead proposed that a colleague file an amended return, at my additional expense. It says on his website, "We're dedicated to our clients," and "We work hard and long hours when they need us even after tax season." Neither of these things is remotely true. Stay very, very far away from this guy.

I've used Richard Hassey CPA for tax services, book keeping, and my personal taxes. They do a great…read morejob with tax preparation and strategy, detailed monthly book keeping, and personal returns. They're significantly more affordable and more responsive than my previous firm. Highly recommend!

From the owner: We perform tax returns (individual/partnership/corporate/trust/estate/gift) as well as prepare…read morefinancial statements for a wide range of clientele.

Nakata Consulting is an essential piece of my business life!!…read more But for the rest of this review let's just be on a first name basis and talk about Joe. I would have probably given up the whole self employed business long ago if not for Joe. I found Joe through some other colleagues in the Boston photography network years ago. I'll admit I was more than clueless about how to keep my bookkeeping organized and he took me under his wing, took the chaos and made sense of it all. Now I do most of the bookkeeping on my own and he gives it a look once a month to make sure I'm on track. In a "teach a man to fish...." sort of a way. Monthly, quarterly and annual taxes are a breeze now and I can confidently make business purchases and know the overall health of the business. If you're a small business (he has a keen knowledge of the photography business - take a look at his client list!! http://www.nakataconsulting.org/links.php ), but also for restaurants, etc... He'll do your sales taxes, bookkeeping, consulting and all at reasonable rates. I've referred him to friends (non-business owners) as well and he'll definitely take care of you. So walk right past H&R Block and call Joe!

Joe is not only a wonderful and kind person but is amazing at what he does! Whether you need…read moresomeone just for tax time or a year round consultant, he can do it all. He is quick, efficient, and has tremendous communication. A must hire!

My experience working with Lopez Insurance & Tax has been very positive. I was several years behind…read morein my business and personal income tax filings and was missing a lot of critical information that was needed to file accurate tax returns. Ms Lopez helped me in contacting the IRS on the phone to get the relevant information and then in filing the missing 3 years of federal & two states in a couple of days. Also while we were waiting for the IRS callbacks, she helped me lower my car insurance by approx $5000 a year. Her pricing was very reasonable and a fraction of what my last CPA would charge me. I received the refunds owed to me in about a week. I would use their services again.

From the owner: At Lopez Insurance & Tax Solutions, we provide trusted guidance for individuals and business owners…read moreacross five core areas: - Expert Tax Advisory & Planning - Reliable Bookkeeping & Financial Organization - Comprehensive Insurance Coverage (Auto, Life, Business & More) - Certified Notary Public Services - Business Consulting to Help You Scale Smarter Whether you're looking to lower your tax bill, get your books in order, protect your assets, notarize important documents, or grow your company—we're here to help. * Local. Bilingual. Personable. * Serving our community with integrity and results. * Call now or message us to book a free consultation today!