Honest, knowledgeable, trustworthy, and an all around good guy. Bill Ryan is the best! He makes…read moredoing taxes easy and actually enjoyable. Hard to believe, I know, but it's true. I've been using him for about 8 years. Over the years, I've found him to be extremely responsive in communication. Anytime I have a tax question, I email him, and he gets back to me within a couple hours. He also is very personable. My wife and I have some laughs with him every year when we see him. Bill is also really good with independent contractors. I'm a real estate agent myself. He had very helpful tax strategies, such as setting up an S Corp for my business that I never would have thought of. I've also reached out to him with tax questions for my clients and he is always incredibly generous with his time. There are not many people within any industry that I recommend as enthusiastically as I do for Bill. Do yourself a favor and call him -- You will not regret it!

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'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.

Incredibly rude and unreliable. I was helping a friend who did business with this firm for years…read morebut had fallen behind due to family tragedies. This firm could not have cared less or been more unhelpful. They were constantly rude and condescending in emails and when you matched their attitude they cried victim. They are massively disrespectful and think you should just take their attitude and smile. They don't answer questions and on the off chance they do are very rude. Just all around rude nasty people. I don't think they know tax law either. Probably why they don't like answering questions because they don't know the answer and if they are rude enough hope you don't notice they don't know.

I had a really unfortunate experience with the owner (Dennis himself) and one of the secretaries…read more. I went here because I needed help and told him times were tight and I needed to get caught up on a few years, but there was very little paperwork involved.. Mr dennis told me he would help me and was initially very kind, inviting me in his office. My ex girlfriend had worked there for years and she referred me. She was hoping they would help me but I later found out they mistreated her as well (while pregnant) He gave me a very reasonable quote for getting me caught up .. I explained that I had 2 uncles die of covid and we were struggling to raise money for our family. I was later informed by a secretary that I owed a large sum and it was only going to cover one year (for which there was going to be no return because it was so late.. ) It was very upsetting and I told her to tear it up and that I would have to bring my business elsewhere I would have never agreed to $2000 dollars for what would have amounted to a half hour of paper work She called me unethical and said they would do the one year for free (in a very condescending tone). She said and I quote, "we will tear up your check and to consider this one year of a return a gift from us" The disagreement was upsetting but I was relieved and grateful at the same time. I later got a bill in the mail My friend later told me that after giving these folks blood sweat and tears they pulled a similar stunt on her. I guess this is how the rich stay rich. The guy has a shiny 120 thousand dollar car out front in a very working class neighborhood where many of us are struggling to get through these hard times. I don't understand why they wouldn't have just sent me somewhere else. They offer to do the one year free, then send me a bill after all .

$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.

I have used Tek Management in Watertown for the 20 Years for personal and business taxes. Solid…read moreperformance and communication.

TEK Management has handled my taxes for years, Alex is extremely knowledgeable and he helped me big…read moretime when it came time to account for gains a stock transaction and the sale of a rental property.

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.

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.

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.