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.

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.

I absolutely recommend Nicholas and his firm. He was incredibly attentive to my personal and…read morebusiness tax needs. He was always made time to answer questions and was extremely helpful as I tried to wrap my head around this complicated matter of business/personal taxes. all my filings were done perfectly by him and his team.

I've been working with Nick and his team for years. He has helped us with taxes, planning, and…read morefinancial advice through different stages of life. He and his team are thoughtful, effective, concise, and all around pleasant to work with. I recommend them every chance I get.

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.

This will be our 3rd year with Ron and his firm handling our joint tax filings…read more Our finance/tax situation is not super complicated but it's complex enough that we can't easily use software or rely on some storefront type walk-in service. We made the switch to a real professional CPA years ago and will never go back. We switched to Ron after our prior CPA shifted our work to his junior minions who dropped the ball in a few key areas. Ron has been fantastic. My wife has mainly owned the properties we've lived in and she's always had non-trivial tax questions related to real estate. On my end I own part of a MA S-corp and the 50% shareholder status means I get a complex IRS K1 form each year. The variable K1 "income" also means I need to be super careful about staying on top of estimated quarterly tax pre-payments for the upcoming year. Ron is the person who makes all this a sane and sensible process. I also travel a lot for work and prefer to work with professionals who can handle communication at a distance -- never an issue swapping signed PDFs with Ron or communicating via email when I'm not in BOS.

Ron is an A+++ accountant. This was the first year we used Ron and I am so happy that we did! We…read moregot back so much more money then we have in the past. He is smart, organized, resourceful, funny, and all around just a great guy. I look forward to more returns like the one we got back this year. Grab him while you can! Carron- Melrose, MA

Extremely professional service. They handled some past year tax issues for me an took such a huge…read moreweight off my shoulders. Really happy I found them after my new move to MA.

Bumped from two stars to three for these reasons:…read more 1) The company took responsibility for a mistake that triggered a $200 fine from IRS, and refunded me for it. Thanks. 2) I was able to reach my accountant on the phone easily during the peak season, and he gave me a quick answer in a few hours - during the weekend. Still, my experience was less than satisfactory. (1) The return that the team prepared had two mistakes, which I spotted and saved myself 6,000$. This is the exact opposite of H&R Block Second Look - I was the second look! (2) There was an additional mistake that triggered a review by IRS, which costed me $200 (refunded by Dimov, as mentioned). You don't want to get reviewed by IRS. (3) Even if I started uploading my documents early, big stuff in February and March 3 (with some small updates for few hundred dollars coming later), the return was ready only on April 6, and the signature docs only on April 8. Add the weekend, and we got REALLY close to the deadline. They even suggested filing for an extension... due to their own delay. (4) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to clarify the issues, and one question was eventually escalated to his manager, who initially missed the point and gave me an unrelated answer. After multiple messages, where I quoted the tax law, we were at last in agreement. (5) The free Q4 2025 tax estimate took a month (from Nov 7 to Dec 4) after being bounced from one person to another. I ended up doing it myself and it was just double-checked by their team. (6) The team used this Q4 estimate in my return, instead of the actual values from the previous year, requiring me to scan the return line by line to find incorrect data. (7) Through the process, I received messages from 13 different people. Only one of them appears on LinkedIn or any Google search. Draw your own conclusion about this. (8) They offered me a tax-estimate package where they would help me estimate my quarterly payments. This was priced as 3 hours at 360$. Does it take 3 hours to scrape a few bank statements for data (AI is really good and fast) or 3 hours to run their software on these numbers? Come on, this is 2026. Really, not what I was expecting.

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.

Square shooter. Reasonable price. Solid work. Go see him…read more I've been having my taxes done for years.

Got an IRS review letter and took it to Bill. He was able to see right away what I had done wrong…read moreand he was also able to get the amount the IRS said I owed down from $3k to under $700. Didn't even charge me and this was my first visit to his office. I will certainly be taking my future tax returns in for him to handle.