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.

I've had the opportunity to work with Dan the past 3 years for taxes and I can't recommend him…read moreenough. He is knowledgeable, professional, timely, thorough and has a streamlined, comprehensive process that's easy to complete/follow. I look forward to working with Dan for years to come.

Dan has been helping us fill our taxes for several years now and I couldn't be happier with his…read moreservices. My wife and I have had many changes in our finances over the years, making our taxes complex. Dan was still able to file everything ahead of time with no problem. He manages all documents using secure file sharing services and is always happy to jump on a call to explain the filed return or for general financial questions like energy credits. I strongly recommend him and his services.

Rick Bornstein is wonderful to work with. He keeps up with the tax code and helps us figure out our…read moredeductions while navigating the trickier aspects of our household and business taxes, which use just about every form the IRS has. Rick is patient, generous, clear, and knowledgeable with his answers, and we look forward to working with him every year - not something I thought I could say during tax season. I highly recommend his services.

My wife and I moved from Indianapolis, IN to Boston. In the process we created a number of tax…read moreevents which were causing me confusion. I set up an appointment with Michael in Charlestown to review what I had done and to get his assistance on completing the return. Michael Famiglietti is a professional and is very knowledgeable. He knew how to handle our move, our rental, investments and future tax planning. If you are in need of tax help, contact him!

i have very mixed reviews on michaels services. my wife and i used him to prepare our taxes for a…read morefew years. all was well until we got audited. though michael indicated that he would assist us through the process, he not only lied about submitting paperwork to the IRS but he then stopped returning any phone calls or emails placed to the office essentially refusing to meet with us any further. i would have accepted an answer of not having the time to handle an audit (even though it was triggered by a tax return he prepared.) but the unprofessionalism of avoiding contact from an established client is baffling and unacceptable.

Absolutely unacceptable in every conceivable way. I called due to the wonderful reviews online and…read moreneeded help with tax information that was related to inheritance, gift tax. I was met on the phone with rushed condescending questions one after another by the man claiming to "having 20 people on hold" and "Im already taking up too much of his time at 7minutes, because he only ever spends 5 min on any phone call" after he asked about my situation which I had flat out explained was a bit complicated due to my Mother being very ill & I really needed guidance figuring out taxes with my family inheritance. He interrupted me on a very short call by cutting me off and demanding fast answers which I started the conversation by saying it was complicated. I was confused. His demeanor was unbelievable, and hard to believe he has any experience and especially with 5 star reviews. I would have been happy to pay him for his precious time yet he repeatedly told me verbatim "I only give 5 min on the phone". I told him thank you for your help and closed the call. I need advice on gift tax Im receiving from my 80yr old dying mother after selling a family home. Im not asking for anything free. I told him Id be happy to pay, even. He could have set up an appointment or said if its too complicated to call a different accountant. He did not. I hate writing bad reviews. I rarely do. I did call back to tell him I was going to do so, and was in tears because My baby died and am living in poverty right now waiting on a large sum of money in a 300sqft apartment due to having to sell my home(which I told him)& REALLY need help with the taxes & what to do. Im shaking writing this review. Im a nice person who is struggling to go day to day. Perhaps he is only getting reviews for helping others with their tax returns. That is fine, but he could have just taken a few minutes to tell me he was ill-equipt and maybe even steer me in the correct direction. If you need a person that is caring and can give you more than 5 minutes on a call, This is not your person. You can't treat people in a way that makes them literally break down when you are a professional and be apathetic about the loss of a baby and needing to get the money & tax info and it taking more than 5 min. Just remember you never know what people are going through & you as a professional need to listen & take the time to set up an appointment or refer them to someone more competent. Im trying so hard and this 7 minute call was nothing but a slap in my face. I could and would never treat another human this way. Sometimes things are more difficult than you can handle & that is perfectly fine, but 7min is not "far too long" and lying about having "20 people on hold" to someone in a vulnerable place, it shouldn't be difficult to just be human. Can't we treat each other with kindness and compassion? Here the answer is clearly, NO

I can say enough good things about Al Amir and his team at Hajiani. They're amazing…read more When I first met Al, my tax situation was a total mess: he helped me get everything in order and back on track. He was patient and reassuring and I never felt judged for how disorganized I was. He totally saved me, and since then, whenever thorny tax issues have come up, Al and his team have been there for me. When people ask me if I know a good accountant, I tell them I know the best accountant in Boston, and to drop everything and call Al. Multiple times, those people have come back to me and said, "I can't thank you enough for telling me about Al Amir. He's completely saved me." So, let me say the same to you... If you're looking for an accountant, drop everything and call Al. You won't regret it, I promise. And years later, when people ask if you know a good accountant, you'll be able to "save the day" for them too by telling them to get in touch with Al & his team.

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.

Michael has been doing our taxes for years. He's professional, efficient, and thorough and has made…read moresure we didn't overlook anything in the filing process. Michael is also friendly and understanding. I wouldn't ever want to have anyone else do my taxes or give me professional financial advice.

Richard is still on top of his game. Professional and amazingly thorough!! As close to as possible…read moreof making taxes enjoyable.

Oh where to start. Reached out to this firm based on a recommendation. All correspondence was via…read moree-mail. Determined that the price for a return was reasonable (estimated around $450-$550) plus whatever extra complications. Sent the partner my previous turbo tax file (per request) and then asked two questions regarding my tax situation. This turned into a bit of an exchange over email, even had to send some additional papers. Mind you, this is all going on way before the actual tax return. One question answered, another not, but it did not matter because I figured once the actual tax prep began I can get all the information. Get a bill a few weeks later for $400 for "emails". Yeah, brutal. Turns out that answering two questions and going over some papers will run you four hundred bucks. Naturally, I resisted as that is crazy. So he offered a discount to $300, but that was still too much. I am being charged for emails what people pay for basic tax returns? Mind you at no point whatsoever do you get warned or that you are on the clock. Few months later collector comes knocking, I explain the situation and seemingly everything is quiet. Nope, they sue me in small claims. I figured why not, there is no way this is reasonable. Feels like a giant firm fleecing the small guy. Court will surely rule in my favor. Nope, clerk magistrate barely cares about my story and rules against me. Best part? The lawyers (yes, two ) had two cases that day. Apparently I am not the only one who finds the practices of this firm shady, underhanded and sneaky. However they still got their money from me one way or another, too bad it was via the courts and not actual services. Stay the hell away folks.

Excellent work, trustworthy and reliable. After filing taxes on my own for a number of years, I…read morewish I had reached out to Stevens and Ciccone sooner! Communication was professional and thorough and they made the tax filing process easy. I can't speak highly enough of their service.