I've used Michaels services since he aquired the Rothman Co., where I had been a long term client…read more I would highly recommend his organization as being up to date on tax codes, professional and very personable. I look forward to our annual meetings and the friendly exchange as he completes my taxes.

I just finished using McConnell Rothman for the second year in a row. Mike is extremely thorough,…read moretook over an hour to sit down and go over my financial information, even took extra time to go over my children's documents. All forms are filed and we discussed the right strategy for next year. Even suggested the best way to structure a few retirement products. If you are looking for a knowledgeable accountant with an understanding of finance, who is easy to deal with and knows the right way to approach taxes then I would give him a call. Makes the process a breeze and fees are right where they should be.

My returns had a lot of complications (capital gains, multi-state, etc.) and Tyler was able to sift…read morethrough them all. It took longer than I expected, however my needs were to amend existing returns which I made a mess of using TuboTax and I appreciate the thoroughness and quality of the work.

If I could give ZERO stars, I would…read more First of all, this address is wrong- they DO NOT have an office in Boston. Secondly, DO NOT TRUST THEM. I truly have no words for the service we got (but also I won't shut up about it bc if I can save someone else the hassle, I will). We hired a CPA this year bc of some issues with our state tax withholding due to moving across states. 1) From the get go, I felt funny about them because I knew there were certain info that would be needed (but they didn't take it even when I offered). Due to a HR mishap with my job, my state taxes were taken from NY (and not from MA). They never asked for more specific info (pay stubs for example) to rectify the taxes. I repeatedly asked the person assigned to us to reiterate the issue to us so that we knew she understood what needed to be fixed, and she couldn't. But they have such good reviews, so I should trust the right?! 2) Due to the move, my husband had two W-2's- one from NY and one from MA. We accidentally forgot to upload the NY W-2 (that's on us). BUT instead of asking for it, they counted the MA W-2 for NY as well. The outcome was that we now owe thousands in taxes due to the income being counted twice! 3) AND FOR THE CHERRY ON TOP- THEY FILED WITHOUT OUR CONSENT. The wrong version, where we owe thousands. And then didn't tell us. We only found out bc we got a letter from the IRS. And then they took their sweet time responding to us about amending, not that we trust them to even do the amendment correctly. And when we requested a refund, they refused and instead offered money off our next service- AS IF. We had to file fraud via our credit card and point out that what they did was ILLEGAL to get our money back.

Kathy is not only outstanding as a tax consultant, she is just as outstanding as a person. Even if…read morewe end up paying which doesn't usually happen due to Kathy's efficiency and professionalism we always enjoy our brief but exhilarating confidence with her!! Next year we will do an in person appointment in order to see her physically!!! She's the best!!!!

Only certainties in life is death and taxes. Usually having to do my own taxes via quick books felt…read morelike death. Well thank god I found Kathy! My wife and I decided this year to go to an accountant because we are in the process of adopting and we're unsure about the adoption tax credit. After hours of wading through accountant reviews, we rolled the dice on R and S. Kathy promptly scheduled us an appointment and even accommodated us through COVID precautions. Kathy was incredibly knowledgeable about the tax deductions and tax code. Her expertise is second to none. It was quick and painless. By the time we met with her all of our information was in the system and we just needed to clarify actionable information. Needless to say I will NOT GOING BACK TO QUICKBOOKS! If you need your personal or business taxes/books done go to Kathy, you will not be disappointed.

I needed a new accountant and tax preparer and after extensive reviews of CPAs, I met with Scott…read morefor an initial consultation. Shortly thereafter Scott and his protege completed my return. I am extremely pleased with the service provided.

Scott has been the cPA for our small law firm for many years, and my personal CPA for almost as…read moremany. He is thorough, easy to work with, and helps us understand idiosyncracies of taxes. we highly recommend him and his firm.

I have been a client for almost 10 years…read more I am a dentist, they dont teach you accounting in dental school. So when you are fortunate enough to own your own practice, you really count on the professionals to fill in that void in your knowledge base. It wasn't easy finding an accountant. We have tried several before. They were all ok. John and DAVID however, they were exceptional. They are really there for you. No matter how good or bad things are, they are there to advise you and hold your hand. We have had several challenges over the years, and I cant imagine overcoming those obstacles without them. Cheers to the next decade. Thank you guys for keeping us in operations! Dr. Abe.

Incredibly rude and unreliable. I was helping a friend who did business with this firm for years…read morebut had fallen behind due to family tragedies. This firm could not have cared less or been more unhelpful. They were constantly rude and condescending in emails and when you matched their attitude they cried victim. They are massively disrespectful and think you should just take their attitude and smile. They don't answer questions and on the off chance they do are very rude. Just all around rude nasty people. I don't think they know tax law either. Probably why they don't like answering questions because they don't know the answer and if they are rude enough hope you don't notice they don't know.

I had two years worth of taxes. There were investments and I own a home but the second year yes I…read morehad investments again but they all give you their totals when you get the tax forms in the mail. At first he told me I owed 130,000 then when I was shocked and asked if he filed with me as head of house hold he said no you would've owed another 30,000. Well he lied to me and when he changed it to that it saved me 30,000. He never asked me any questions that could possibly save me any money and I did some research and told him about two ways I could save money. So he charged me another 450 to plug those two numbers in. He charged me 3650 and tried charging me another 450 but I refused to pay it. I don't even believe he is actually the one who did my taxes.

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've worked with Rob for the past several years. He helped me setup an LLC and navigate the…read morerelevant tax rules. He also has done our federal and state tax returns during these years. He is extremely responsive, professional, and easy to work with. I recommend Hylen CPA to anyone looking for tax and financial guidance in establishing and running a small business or consultancy. I also recommend Rob to help you get your taxes filed painlessly.

When I started living on my own, I knew that I would need assistance in all things taxes. Hylen is…read moreactually located in my home town, so many of my friends and family members use him. All I can say is that i'm so glad I have Hylen to answer any questions I may have regarding my finances. He has made the process of filing my taxes way easier and communicated with me every step of the way. He truly provides the best service out there, and I would recommend him to anyone, close by or remotely!

I would stay away. Doesn't even sit with the customer to file taxes(no private office) and leaves…read moreout so many important details. Then emails me back with someone else's income tax file. When I replied to the email to let them know that they have shared a wrong files, owner doesn't even recognize the mistake.

I was in a situation where I hadn't done my taxes and the deadline had passed. There were changes…read moreI needed to account for, for which I had no familiarity. I put it off and missed the deadline. I went to Reliable Tax Service and they were able to help me quickly and easily. I was embarrassed that I was submitting late but they were so kind and patient with me, and put me at ease right away and completed my taxes quickly. Prices were more than reasonable, and less than the chains. I will be going here from now on.