Unprofessional and poor communication. I'm only speaking of my experience working with Sandra…read moreStockwell CPA for my condo association tax filings. I would NOT recommend her as she was not reliable. I can't speak of the other CPAs at this firm. They may be great for all I know. But here's my experience with Sandra: Sandra Stockwell was my CPA at Lisi, Liberati & Stockwell for the past 4 years for condo tax filings. In the first year, I emailed her while she was on vacation. She responded that she would get back to me when she returned. Well I didn't hear from her for over 2 weeks, so I emailed again. But whatever, fine. Tax forms were filed successfully that year. In the second year, I messed up (I admit that) and forgot about the tax filings and contacted Sandra on April 11. Ms. Stockwell was away for the week (which is strange considering Tax Day is typically April 15), so her associate, Lori, was able to file and send out the tax forms before the deadline. Thank you Lori! I was also reassured that even if I had not filed by the April 15 deadline, I could have filed an extension. Great. In the third year, I contacted Sandra and sent her all the paperwork needed to file our tax forms. She never responded and I completely forgot about it until May 14. When I reached out to her to see if she had received and filed our tax forms, she responded with this exact quotea: "I have stuff". That was her entire email response. I had no idea WTF she meant by this. It was only after I received the tax forms to sign in the mail a few days later, that I knew she had finally done her job. In this fourth and final year (2023), Sandra initiated contact with me saying, "Last year you were late and if late again IRS might give you penalties" Excuse me? WHO was late in filling those taxes? But again, whatever, fine. The tax forms were completed on time and this would be my last year dealing with Sandra since I was moving out of my condo. When I went to sign the tax forms at the office, I let Sandra know that I was not satisfied with her services. I told her everything I mentioned above. She made excuses and blamed the poor communication on the fact that I contacted her through her personal email. Well guess what, that's the only contact info I have! I was given that email by the previous condo president. If Sandra thinks her personal email address isn't reliable, then she shouldn't be giving that email out to her clients. But at the point I was satisfied having aired my grievances to Sandra's face directly, so I told her I wouldn't leave a negative public review. I was satisfied... Fast forward to a half hour later, and I receive an email from Sandra stating that the reason the previous year's taxes were filed late was because I had emailed her the paperwork on March 23, but that the tax filings were actually due on March 15. Umm, first off, I had never been told in the previous 3 years of filing that the due date was March 15. In fact, 2 years prior, I was told of an extension that could be filed if I missed the April 15 filing date. I'm not blaming Lori if that was the wrong info, because honestly she was the only helpful person I interacted with at LL&S. But regardless of the due date, Sandra didn't bother to file those taxes until I contacted her in MAY! So Sandra, you're saying that because I sent my tax paperwork to you 8 days "late", you blew off doing my taxes completely? And on top of that, you repeatedly blame me instead of acknowledging your mistakes. Sandra Stockwell, I will never do any business with you again and I will tell anybody who will listen about my horrible experience working with you at Lisi, Liberati & Stockwell

From the owner: Our Newton CPA firm provides a variety of financial services including tax preparation, business…read moreaccounting, IRS tax resolution, payroll services and QuickBooks support. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

I'll let his work speak for itself. Below you will find my experience working with Barry. The short…read moreof it is that if you want to be audited, ignored, overcharged, wait forever, have improper returns, and deal with someone who exhibits professional negligence, Barry is your guy. First, the mundane stuff, that shows a lack of professionalism: Forgot about my returns. Multiple times. Didn't return multiple phone calls and emails. Charged me an astronomical fee. We negotiated slightly lower than the original fee, and then when it came time to pay, he tried to charge me more. It took two months to complete relatively easy returns. Every time I called I was treated as a nuance. One of the final times I called I was asked to give him a couple days, after a week with no contact I gave him a call. This seemed to anger him. Then, the issues that show a lack of knowledge, and general incompetency: Missed my education deduction despite me telling him twice. Didn't deduct my home office despite knowing that I work from home. Improperly reported that I had MassHealth insurance full year, which I wouldn't even qualify for, and when I only lived in the state half the year Initially informed me that I owed thousands of dollars over a Roth disbursement of contributions because he didn't know this was tax free, which I told him it was before we even started, and then had to direct him to the IRS publications. Got me audited in record breaking time. It only took a couple days from submission.

Fine experience. I think I'll look for another firm next…read moreyear. I paid for the services with a credit card and I was hit with a 6% charge... "My wife is making me do this" It was expensive to begin with then to be hit with more at the end because his wife makes him ??

Upon a recommendation from a reliable friend to use Melissa at FPM, to summarize I ended-up being…read morevery pleased with her financial + preparation services. She listened intently and patiently to my questions, being so clearly helpful and knowledgeable throughout the process, making it less stressful and easier to navigate. I would most definitely use her again.

Melissa is amazing! Highly recommend. Service is great, always very helpful gets me a good refund…read moreevery year! Knows her sh1t!

I can't say enough about Steel Breeze (SB) Accounting and tax frim. I have known the ownership of…read morethis firm for over 20 years and their trustworthiness, attention to detail and knowledge of tax law and accounting practices are not only highly ethical but also efficient. As a small business owner SB is keeping up with our quarterly schedules, reviews the balance sheet monthly and does a fantastic job with your end closeout and filing. Most of all, Jeremy and Chris are always customer service focused and help us to lean forward focusing on our core business so we don't have to worry about the book keeping and accounting. They always make themselves available to us when we have questions and provide sound guidance. I highly endorse SB if you are looking for a business to partner with who will put the same level of dedication into your business that you have. Dave W. President & CEO Stillwater

We hired Jeremy at Steel Breeze after we had hired a different CPA in the area who messed up our…read moretaxes the previous year, so Jeremy had to fix things. Jeremy was kind, courteous, reasonable, and went WAY above and beyond to do our taxes this year. Jeremy made sure to take the time to get everything corrected and was very service-oriented. He was on time, patient, and very detail-oriented. I would hire Jeremy again in a heartbeat. So grateful to him!