Up until last year, my tax season would go something like this: do nothing until April 10th, then…read morescramble to find all of my paperwork, find a cheap online program, and cross my fingers that I did everything right. But then last year I started a business and with the new tax law, I knew I had to start working with a business tax expert. In our first meeting together, Pamela walked me through my business structure options ... and even referred me to a local business attorney to file all the appropriate paperwork. Then when tax season came she made the process as easy as possible. She mailed me a file folder to hold all my documents as they came in the mail. I simply mailed that and her straightforward questionnaire back, and she and her team did the rest. The process was seamless and transparent from beginning to end. If you're a North Shore business in need of an accountant or want a second opinion on your current situation, I highly recommend you schedule a time to talk with Pamela Boardway.

Never my call.Never returned my call. Never returned my call. Never returned my call. Never…read morereturned my call.

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 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+!

excellent company to do business with. will give you the service that you will be looking for…read more respectful and experienced.

My family business has used Dan for years. My father started the business and always told us to…read morerely on Dan if anything ever happened to him. After my father's passing, Dan has gone ABOVE AND BEYOND for my family and the business. He has put in countless hours for us that we are greatly appreciative of. I would recommend Dan Clasby to any small business owner or individual for tax preparation, financial advice, and business advice.

For well over a decade I was a client of Steve Vesey. He was…read moreexcellent at completing taxes and providing guidance in understanding taxes. I admired his expertise and professionalism. I was surprised when I received his retirement letter 2 tax seasons ago. Yet, so like him, that he would provide written closure and supportive and kind words on it. I could have more consciously chosen my next accountant within or outside of the Vesey & Weeks. With my responsibilities in running a small business, I did not. I was under the impression that Steve was so good at his job that Susan would also be. I was surprised when I experienced the opposite. My experience with Susan was very unprofessional. When a mistake was made with completing my taxes, she took zero responsibility for it and instead expressed anger in response to my confusion and questions. Actually, she was disrespectful and reactive. Then I later learned she wrote something close to in my file that I decided not to return when it was she that said to me I was not welcomed to return, returned my tax materials for that tax year and closed my file at Vesey and Weeks. People make mistakes. To respond in such a reactive manner as a business, as a service provider, simply is poor business and customer service. To treat a client for well over 10 years in a manner that eases the transition the business is experiencing as well as the client within the business is simply what makes sense as well as quality business practices. What makes sense in a situation such as this is for the business service provider to listen, understand and correct the problem in a respectful and courteous manner. Then allow the client to decide whether to give it another go, select another accountant within the practice to work with, or select another accountant outside of the practice to work with. Also, record accurately in the client's file the business' response and decision. ~Faith E.

Susan Weeks gives great service and feedback. I highly recommend getting any services relating to…read morewhat this business offers completed here. Friendly Staff.

Always get answers to my questions and prompt help in filling out forms, depositing checks etc…read more have been with Fidelity for 35 years and has been a beneficial relationship in growing my retirement funds

Today I invested in a money market account at Fidelity in Danvers, Mass. Michael Fennell is my…read moreassigned advisor. I like to think of him more as a "monetary concierge" Michael is down to earth and he genuinely likes people. He always seems to want to make a situation better and to learn as much as he can in the process. I felt heard... no pressure.... he was transparent and knowledgeable. I am a tough customer ( just read my yelps) but I prefer to write positive yelps. People like Michael make it easy to write good reviews. Thanks Michael and thanks Fidelity. Happy New Year too.

Daniel has been doing my taxes for about 10 years now. Before that I went to H&R block…read more They charged me more than Daniel does and didn't know what they were doing. Daniel is a CPA. The first year e did my taxes, he got me back upward of $1,000 more than H$R block did in previous years. The man knows what he is doing. I moved to S.C. seven Yeats ago and I still have Dan doing my taxes. He is the best at what he does!

Dan has been doing my taxes for nearly 20 years. Well respected, honest, and reliable.read more

I have known Miriam Klamkin since 1994. When negotiating a difficult time in my life, around 2002,…read moreI decided to have Miriam guide me through tax season. Steady handed and knowledgeable about subtle tax laws, Miriam was able to get me an excellent return. I have asked Miriam to do my Taxes ever since. Preparation is key, so I do follow Miriam's recommendations ahead of tax season to bring the best result.

From the owner: Miriam Klamkin is a seasoned tax preparer and advisor, with 17 years of experience helping…read moreindividuals, businesses, and nonprofits with their taxes and tax issues. She has also helped a number of coaching and astrology clients to success handling financial and other life situations. Miriam believes in keeping you informed while keeping your information secure, keeping you square with federal and state tax law, then finding the best possible financial outcome for you.

Square shooter. Reasonable price. Solid work. Go see him…read more I've been having my taxes done for years.

Got an IRS review letter and took it to Bill. He was able to see right away what I had done wrong…read moreand he was also able to get the amount the IRS said I owed down from $3k to under $700. Didn't even charge me and this was my first visit to his office. I will certainly be taking my future tax returns in for him to handle.