Jeff was friendly and easy to work with, but our experience with him handling both our personal and…read morecorporate taxes in 2024 was disappointing. We have a couple of LLCs, and the way our returns were filed led to IRS notices and additional fees. Based on this, we wouldn't recommend him for anything beyond very simple personal tax situations.

I hired Jeff to prepare my taxes for me. He was prompt and professional and answered all my…read morequestions. He was a great help and I highly recommend him.

Honest, knowledgeable, trustworthy, and an all around good guy. Bill Ryan is the best! He makes…read moredoing taxes easy and actually enjoyable. Hard to believe, I know, but it's true. I've been using him for about 8 years. Over the years, I've found him to be extremely responsive in communication. Anytime I have a tax question, I email him, and he gets back to me within a couple hours. He also is very personable. My wife and I have some laughs with him every year when we see him. Bill is also really good with independent contractors. I'm a real estate agent myself. He had very helpful tax strategies, such as setting up an S Corp for my business that I never would have thought of. I've also reached out to him with tax questions for my clients and he is always incredibly generous with his time. There are not many people within any industry that I recommend as enthusiastically as I do for Bill. Do yourself a favor and call him -- You will not regret it!

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 cannot recommend Paul enough. He has been so incredibly helpful with not only doing my taxes, but…read moregiving me plenty of information and resources for all of my questions as a new independent contractor. My work situation is a bit unique, but Paul handled my situation thoughtfully and with ease. Before I worked with Paul I felt confused and nervous about tackling my taxes and organization of documents, but since then I feel completely at ease and confident moving forward. I will be working with Paul for a very long time. He goes above and beyond, and is a master at his trade. Highly recommend.

Paul is thorough, detailed, and finds every eligible deduction for you. He asks the correct…read morequestions and is always professional and fast. Highly recommend. A+!

Made several mistakes on our tax return that took a long time to sort out. TurboTax has been…read morecheaper and more accurate.

TLDR: If you have a very basic tax return or if you are someone who is so wealthy that you often…read morefind people bending over to kiss your feet, Chuck King may provide adequate tax services. If you're anywhere in between, I would recommend looking elsewhere. I was reluctant to write this review because Chuck actually seems like a nice guy who probably got some bad advice from a business magazine in 1987 and took it as gospel--the advice being something along the lines of focusing on wealthy people or people who can do the most for you in return and not wasting much time on the "small folk". That may have worked 25 years ago, but isn't a great philosophy in the Internet age where everyone has a voice. I made an appointment to file my annual taxes with Chuck at least a month and a half before the April 15th deadline. The appointment went pretty well for the most part. He seemed friendly enough and confident in his abilities. My return had a small handful of complications that made it a bit more involved than a basic filing, but nothing earth shattering. There were about 3 or 4 things Chuck needed to research how to file before we finalized the return. That is totally fine. Tax law is complicated and I don't expect professionals to have all of the answers offhand. He told me we could leave things 98% complete and he would figure out how to tie up the loose ends later and confirm with me once everything was complete. He offered to let me pay when the taxes were filed, but I opted to pay on the spot. I'm not sure if this had any impact on what transpired next. It started off normal at first. Chuck would call me to check in every two days or so to inform me of his progress on closing out the open items on my filing. Then he began to go dark on me. I started having to call him for updates. He was not apologetic at all--he was actually frustrated that I was bothering him by checking in on a service that I paid for but didn't receive. He told me his methodology is as follows: for every filing he can't complete on the spot, he puts it into a pile towards the back of his office. When he has downtime, he works on the outstanding items in order from "most important client" to "least important client". These are his words, not mine. As you may have guessed, I was a very low priority/low income client to him and he made that very clear numerous times. To make a long story short(er), I went through a series of very painful emails, phone calls and in-person visits with Chuck to get my filing pushed through. The weaker I was on the phone, the more he tried to bully me, but once I started to (mildly) berate him a bit, he seems to regain some sense and started to act. Some people to respond better to scolding than gentle pushing, and Chuck seems to be one of those guys unfortunately. Chuck literally dragged this out until the 11th hour. Even though my appointment was relatively early in tax season, I had to go to his office the day of the deadline to ensure he filed it. And I had to take the initiative to show up--he certainly didn't seem that concerned about it (after all, I make peanuts--why would the IRS care about me?). Look I get it. People make mistakes. People are busy. People don't have all the answers. But what makes it worse in Chuck's case is that he was never apologetic about it for one second. There was never a "sorry you had to chase me down for the last 6+ weeks" or a "I swear, the service here is much better than this". I just felt like I was bothering him the whole time. I really wanted to like Chuck and there were many times I would look at him and see the "good guy" in him. I don't think his accounting skills are inadequate or that he was out to get me. But unfortunately for him, you can't put someone through what he put me through and be considered "good at your job". One star.

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 am having a terrible experience with David Margolis. When I started doing business with him I was…read morewarned he does things at the very last moment, I decided that should be fine as I still expected him to find time to take care of a client when urgently needed and he was recommended as a knowlegdeable tax expert, which he may be. It turned out I was completely wrong: when state tax refund got under audit I had to literally beg him to look into it, eventually he filed a reply two weeks after the deadline and has so far failed to take further action. I am now facing severe penalties and keep spending days trying to get a reply from him.

I've been David Margolis's client for over 20 years. He was recommended to me by a couple of…read moreprofessors at Harvard. David has been a godsend. Year after year I pay fewer taxes than I expected as a result of his vast knowledge of taxation and accounting. He's also a great human being. I recommend him without reservation.

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.

$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.