This is a very professional office…read more Dawn Kay has made recommendations and solved a tax problem I had because I had been poorly advised before I met her. She's done my business and personal taxes. She referred a bookkeeper to me (who has been invaluable.) I believe she truly wants to help and if she can help by recommending someone else, she will. Her office is very responsive, getting back to calls quickly and getting things filed right away. A pleasure to work with this office.

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+!

Rich has been doing my taxes for the past 5 or 6 years. He's great, timely, professional and nice…read more Reasonably priced, too. I highly recommend them.

I cannot recommend James Associates for accounting or tax related services. As a new business…read morecustomer, James Associates filed my corporate federal and state tax returns so late that I was assessed over $2000 in penalties and interest. My W-2's were also provided so late that I had to file for an extension. The IRS code on the late issuance of W-2 forms allows for much higher penalties had they been informed of the late W-2 issuance. The late payment of the $456 MA corporate tax I incurred could have been avoided by informing me that the payment was due in March rather than waiting until October to tell me it was due. For reasons that are still not completely clear to me, after speaking with people in the MA DOR corporate and personal tax offices, I was informed that I would be required to file an additional Mass corporate return for the next year even though my returns were marked final indicating that I was ceasing business operations at year's end. When I mentioned this to James Associates they confirmed that I would need to file again for the following year even though I had clearly stated verbally and in writing well before the due dates that I intended to cease doing business in the current filing year. Because the Mass corporate return is derivative of the federal return I was obligated to do an additional federal and state return for the following year even though the IRS had confirmed that no additional return would be necessary. Realizing in March that James Associates was not going to issue my W-2 or have my corporate return completed in time to for me to estimate my personal tax liability, I dropped off a letter in early March requesting assistance on estimating my personal tax liability so I could avoid underpayment penalties. I got no response so I did my own W-2 and federal 1120S and provided those forms to H&R Block so they could estimate my tax liability. I also submitted my versions of the W-2 and 1120S forms to James Associates in the hope that it would expedite their completion of the filings. The filings were made 7 months later in the last week of the extension period for personal tax returns. The W-2 and 1120S filed were identical, from a tax perspective, to the versions of the forms that I had provided in March. Having incurred a significant number of business expenses in the year after closure I spoke to an IRS representative who informed me that the IRS would accept corporate expenses incurred after closure of the business as offsetting personal income. But they qualified this by saying I should consult with a tax professional. Reluctantly I called James Associates and asked if Rich James was in. The receptionist said he was and asked who was calling. I identified myself and waited much longer than it should have taken to transfer my call. The receptionist finally returned and informed me Rich was not in although she thought he was. I informed her that I had been advised by the IRS to talk to a tax professional regarding business expenses incurred after business closure related to my personal return and that James Associates was familiar with all of the information pertinent to this question. I never got a call back. Fortunately I was able to find a Tax office within walking distance of Davis Square who freely gave me advice on the above as well as how to get the business closed in the eyes of the MA DOR and on how to possibly receive an abatement on one of the penalties I was assessed. Finally I reached out to a friend who is a member of the Mass Bar Association who worked in his father's accounting firm when he was young. He advised me to request that James Associates provide me with information regarding their liability insurance policy so I could make a claim against it for the penalties and extra expenses incurred. I submitted this request in writing. After waiting several months with no response I finally dropped off a letter documenting my dissatisfaction and giving James Associates a chance to respond before I documented my experience on Yelp. Predictably I got no response.

This is our second year using Jay as our CPA for both our small business and also for ourselves…read more He is attentive, patient, thorough and great at what he does. We know we are in good hands with Jay. We are so happy that we found him when we did.

Jay and team are great! Prompt, responsive, understanding and thoroughly professional. Would 100%…read morerecommend working with the team at James P Moriarty CPA.

Bob Turner went above and beyond to assist us with addressing some very complex tax issues. Not…read moreonly was he able to resolve some immediate problems in an incredibly efficient, timely manner, he was also able to save us thousands of dollars with his knowledge of the complex tax codes, and identification of many deductible expenses we had overlooked. He was patient, and went to great lengths with incredible advocacy on our behalf. Could not say more positive things about this firm. Would recommend Turner and Costa to anyone looking for competent, quality, compassionate, dedicated accounting services.

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.

Individual simple tax prep, $290, I won't be back here…read moreagain, I'll do TurboTax next time

They claimed they filed extension Form 7004, but did not IRS sent me a penalty notice. They are…read morenegligant and liars. Do not go to them unless you want to mess up your business and get IRS behind you.

Pam Boardway is the type of CPA I have always wished for! She is incredibly knowledgeable,…read moreresponsive and proactive in her approach to all her clients. She takes the time to get to know her clients so she can suggest strategies that meet their individual needs, whether for personal or business taxes. She and her team are a pleasure to work with - I would recommend them highly!

Up until last year, my tax season would go something like this: do nothing until April 10th, then…read morescramble to find all of my paperwork, find a cheap online program, and cross my fingers that I did everything right. But then last year I started a business and with the new tax law, I knew I had to start working with a business tax expert. In our first meeting together, Pamela walked me through my business structure options ... and even referred me to a local business attorney to file all the appropriate paperwork. Then when tax season came she made the process as easy as possible. She mailed me a file folder to hold all my documents as they came in the mail. I simply mailed that and her straightforward questionnaire back, and she and her team did the rest. The process was seamless and transparent from beginning to end. If you're a North Shore business in need of an accountant or want a second opinion on your current situation, I highly recommend you schedule a time to talk with Pamela Boardway.