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.

Jeff was friendly and easy to work with, but our experience with him handling both our personal and…read morecorporate taxes in 2024 was disappointing. We have a couple of LLCs, and the way our returns were filed led to IRS notices and additional fees. Based on this, we wouldn't recommend him for anything beyond very simple personal tax situations.

I hired Jeff to prepare my taxes for me. He was prompt and professional and answered all my…read morequestions. He was a great help and I highly recommend him.

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.

I needed a new accountant and tax preparer and after extensive reviews of CPAs, I met with Scott…read morefor an initial consultation. Shortly thereafter Scott and his protege completed my return. I am extremely pleased with the service provided.

Scott has been the cPA for our small law firm for many years, and my personal CPA for almost as…read moremany. He is thorough, easy to work with, and helps us understand idiosyncracies of taxes. we highly recommend him and his firm.

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 worked with Zack for over 4years and always do my taxes here. He's a very smart, professional,…read moreand knowledgeable person. Zack is always friendly, quick but busy so make sure to call ahead to schedule an appointment. I recommend him as a CPA, but know that he offers a variety of services you and your business might take advantage of.

I cannot recommend Paul enough. He has been so incredibly helpful with not only doing my taxes, but…read moregiving me plenty of information and resources for all of my questions as a new independent contractor. My work situation is a bit unique, but Paul handled my situation thoughtfully and with ease. Before I worked with Paul I felt confused and nervous about tackling my taxes and organization of documents, but since then I feel completely at ease and confident moving forward. I will be working with Paul for a very long time. He goes above and beyond, and is a master at his trade. Highly recommend.

Paul is thorough, detailed, and finds every eligible deduction for you. He asks the correct…read morequestions and is always professional and fast. Highly recommend. A+!

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.