The agent seems professional, but once I got the quote, the front desk insisted me giving out my…read moreSSN OH THE PHONE, which is not a secured. I offered to give it via email but they just told me to find someone else and hung up the phone. This is rude and unprofessional, potentially racially driven given other similar experience are reported from minority groups. Stay away from this firm.

I had been trying to get help for a tax snafu involving my parents, Spain, the IRS, a grifter and a…read moremisplaced shed of documents. The details are weird but unimportant. I had called 11 other tax services and not one of them even bothered to call me back. Padgett returned my call immediately and took the time to explain everything to me before we even talked about a contract. Both Bunny and John were responsive, patient and helpful and assured me that this was NBD, they had it under control. I appreciate the time and effort they took to establish trust. When I finally got through to other tax preparers, they wanted 5x the $ and didn't seem to actually understand the situation. I'm sticking to Padgett.

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.

Kate has been making my life easier for years now, and I can't say enough good things about her…read more I own my own business in Brookline and the last thing I want to worry about on my days off is bookkeeping. Kate has made it possible for me to focus on my clients, not my paperwork. She is always easy to get in touch with when I have a question, and has time and again saved me endless hours of confusion.

From the owner: Specialize in off-site QuickBooks bookkeeping and back office support services for Professional…read moreServices firms in the metro Boston area.

Great people so nice. Always pleasant never ever have to wait. I've met the daughter with her cute…read moreyorkies and the son

Great family ran place. Always polite and nice. I've been going for about a yr n half 2 yrs but my…read moregrandfather has been using them in Norwood and Forrest Hills for decades. I highly recommend them. 5 out of 5 starts from me.