My wife and I have been clients of Stonehearth Capital for many years. We have received GREAT…read moreadvice with regard to our investments. It started with a financial plan which was created based on our financial situation at the time and is updated accordingly. Our portfolio has done very well, so well, I retired early. Also, the staff is awesome. Our personal financial advisor, David Juliano, is fantastic. In addition to meeting with him on a regular basis, he makes himself available to answer questions or concerns with regard social security, insurance etc and even questions we may have with regard to my mother-in-laws (she is not a client)monies. They have gained our respect and trust. We do not make a financial move without first getting input from David. If you are looking for a financial advisor, look no further, give Stonehearth Capital a call. If I could give Stonehearth Capital 10 stars, I would.

From the owner: Fee-only fiduciary wealth management firm serving individuals and families with $500,000+ in…read moreinvestable assets. We provide comprehensive retirement, tax, estate, and ongoing portfolio management services. Introductory consultation available to determine mutual fit.

Went to Ethans office to see if I can have someone assist me with my taxes. I was greeted by Megan…read morewho was bubbly and friendly. I was a little nervous about having people I was unfamiliar with doing my taxes. Ethan was booked and I got an an appointment with Steve. Everything turned out for the best. I would definitely recommend

My family and I have been clients of Ethan's for years, he prepared our taxes while he worked in…read moreSouth Boston. When Ethan moved and opened his new office in Malden, we followed him; that's how highly we think of him. Ethan is a true professional and knows every aspect of tax and tax code. Not only is he very good at what he does, he is a really nice guy. You feel right at ease and you know you're in the best of hands.. We could go anywhere but we wouldn't go anywhere else. We're sticking with Ethan, I can't recommend him highly enough, yelpers; he's the best. Thanks,,

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.

My husband and I have been going here for more than 20 years. We are always satisfied with the…read morecare that is given to our financial status and the advice that we obtain upon picking up our returns. If you're looking for a change or are new to the area, we highly recommend Hilton Associates.

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.

Nakata Consulting is an essential piece of my business life!!…read more But for the rest of this review let's just be on a first name basis and talk about Joe. I would have probably given up the whole self employed business long ago if not for Joe. I found Joe through some other colleagues in the Boston photography network years ago. I'll admit I was more than clueless about how to keep my bookkeeping organized and he took me under his wing, took the chaos and made sense of it all. Now I do most of the bookkeeping on my own and he gives it a look once a month to make sure I'm on track. In a "teach a man to fish...." sort of a way. Monthly, quarterly and annual taxes are a breeze now and I can confidently make business purchases and know the overall health of the business. If you're a small business (he has a keen knowledge of the photography business - take a look at his client list!! http://www.nakataconsulting.org/links.php ), but also for restaurants, etc... He'll do your sales taxes, bookkeeping, consulting and all at reasonable rates. I've referred him to friends (non-business owners) as well and he'll definitely take care of you. So walk right past H&R Block and call Joe!

Joe is not only a wonderful and kind person but is amazing at what he does! Whether you need…read moresomeone just for tax time or a year round consultant, he can do it all. He is quick, efficient, and has tremendous communication. A must hire!