NEVER,NEVER NEVER EVER USE THIS FIRM! And especially Scott Sattler! They did my taxes and made a…read moremistake. I had to spend $12,000 in legal fees. Not once did Shepard Schwartz offer to defend me, or to contribute funds toward my defense. When I contacted them after with proof of their mistake, they said to take it up with my lawyer. Now I'm complaining to the state Board. Use H&R Block--at least they stand by their work. Too bad I can't give them a zero!

Scott Sattler and the Shepard Schwartz & Harris team have been trusted advisors to me and my family…read morefor nearly 15 years. I have been very impressed Scott's insightful guidance on some complex matters that have saved us a great deal of money. He's a smart, resourceful & principled professional who always makes himself available, nights and weekends included. For this and other reasons, I've recommended Scott to several business associates and friends who regularly utilize his services and talents. And they, in turn, have recommended him to their family, friends & colleagues.

I have had the good people at Brown CPA take care of my taxes, both personal and professional for…read moreover 10 years now. You cannot find better tax service on the Northshore. I highly recommend that you give them a call.

So incredibly disappointed with the services provided by Stuart Levin . Ed levy was our CPA for 28…read moreyears and was truly the best . One would think that the firm would handle long term clients with the same professionalism , but not the case . Stuart handed over our returns for the last few years to underlings who cost us a great deal of money . He had me sending documents multiple times and claim he never received them ( even after our financial advisor confirmed) he couldn't bother to send over a basic Obama care healthcare form that i sent in and cost us $.. he began to charge us erroneous fees for consulting that was never done and this year wanted to charge twice for his fees ( my wife and i have Sep names) ., no apologies ever.. when i inquired specifically about his fee structure for 2026 he told me an amount . He then proceeded to charge me over that amount and when addressed multiple times - did nothing .. non professional and non communicative .. sad that after 28 years we have to find representation elsewhere.

Thank you steph for doing my taxes for free and giving me close to a 1000 dollar tax return! I…read morereally really appreciate it. Steph also answers emails within an hour or so.

I had recently purchased a new property for my growing business, Dana and his staff were a…read moretremendous help with preparing and submitting the necessary documents to US Bank commercial loan department that Dana recommended and worked closely with during the loan process. The good news is the new real estate loan was secured and will help our business grow for years to come. If it had not been for Dana Davidson CPA and Peter Kim, US Bank the new building/property would not have been achievable. Kudos to Dana and his staff for whom has been handling my personal and business accounting needs for 20+ years. Terry L. Morgan President Fluid Technologies, Inc.

While I normally do my own taxes, for 2012 I took my taxes to Dana B Davidson due to a short sale…read morewe had on a rental income property. I knew it would be complex and I wanted it done right but wanted to make sure I was taking advantage of all the tax breaks that I could. Long story short, I was charged almost $1,300 and received a $2,200 refund. Fast forward to 2 months ago when I decided to have another accountant do a second look on the taxes to find out that there were serious lapses in the preparation of the 2012 taxes by Dana. First, the sole purpose of us taking our taxes in was due to the short sale, however they never prepared a disposition of business property (form 4797) which would have enabled us to claim over $25,000 in carryover losses. Secondly, the insolvency worksheet was filled out incorrectly and there was only one but there should have been two before & after forms filled out due to the property having two COD's. Third, there were numerous other errors/mistakes that you would not expect from a CPA firm. Now, I fully understand that we are all human and make mistakes and the above issues alone would not have warranted a review, however, when I presented this information to Dana personally, he would not take ownership for the errors nor would he refund any of my money, not even what I paid the other accountant to fix his errors. If it was just mistakes that Dana apologized for and refunded me some or all of the fee, I wouldn't be here, however, that didn't happen and while it was an expensive lesson for me to learn, I'd like to help anyone else I can avoid the same costly mistake.

Very knowledgeable about retail business. Shawn takes care of all my businesses on accounting to…read morethe legal matters.