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.

A pleasure to work with. I hired Amenata to sort out my taxes for year which included freelancing,…read moremultiple employers and other complexity. She's very thorough and quick! I felt prioritized and easily trusted her to do great work.

You will not be disappointed working with Botus Financial Services. Amoneta is courteous,…read morecommunicates well, and gets the job done incredibly well. She took us on at the last minute and did a fantastic job!

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.

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.

This will be the 4th year my husband and I have coming to Daisy Tran office…read more Highly recommend to anyone who's looking for a reliable and efficient tax service. She is easy to work with, super knowledgeable, and made the whole process a lot less painful than I expected.

I have been working with Daisy since she first started her business. I appreciate her…read moreprofessionalism and clear guidance and availability for my annual tax return and questions. I would recommend Daisy for both personal income tax or more complex tax situations. Her rates are reasonable for typical CPAs. She speaks Vietnamese and English.

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.

Very disappointing experience with this firm. They are non responsive to time sensitive issues,…read morenot returning calls/emails. Very unprofessional.

My experience was very disappointing. To start, the staff couldn't find some files I uploaded in…read moretheir rudimentary tools, and it took multiple calls to clarify the issue and correct the missing data. There was also a small mistake in my return, which may happen, but again it took forever to fix, due to delays, unanswered calls, and multiple people involved. Even if I submitted all my data very early, we ended up filing at the very last minute, where I had to chase them by calling multiple times a day. I was surprised by the confusion that seemed to dominate their process.

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

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.

$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.