Ledgercare has been doing my taxes for over 10 years. They are very good at what they do…read more Robinson

From the owner: We handle all your personal and business needs! Free consultations for all new clients. Please call…read moreto schedule an appointment.

Unprofessional and poor communication. I'm only speaking of my experience working with Sandra…read moreStockwell CPA for my condo association tax filings. I would NOT recommend her as she was not reliable. I can't speak of the other CPAs at this firm. They may be great for all I know. But here's my experience with Sandra: Sandra Stockwell was my CPA at Lisi, Liberati & Stockwell for the past 4 years for condo tax filings. In the first year, I emailed her while she was on vacation. She responded that she would get back to me when she returned. Well I didn't hear from her for over 2 weeks, so I emailed again. But whatever, fine. Tax forms were filed successfully that year. In the second year, I messed up (I admit that) and forgot about the tax filings and contacted Sandra on April 11. Ms. Stockwell was away for the week (which is strange considering Tax Day is typically April 15), so her associate, Lori, was able to file and send out the tax forms before the deadline. Thank you Lori! I was also reassured that even if I had not filed by the April 15 deadline, I could have filed an extension. Great. In the third year, I contacted Sandra and sent her all the paperwork needed to file our tax forms. She never responded and I completely forgot about it until May 14. When I reached out to her to see if she had received and filed our tax forms, she responded with this exact quotea: "I have stuff". That was her entire email response. I had no idea WTF she meant by this. It was only after I received the tax forms to sign in the mail a few days later, that I knew she had finally done her job. In this fourth and final year (2023), Sandra initiated contact with me saying, "Last year you were late and if late again IRS might give you penalties" Excuse me? WHO was late in filling those taxes? But again, whatever, fine. The tax forms were completed on time and this would be my last year dealing with Sandra since I was moving out of my condo. When I went to sign the tax forms at the office, I let Sandra know that I was not satisfied with her services. I told her everything I mentioned above. She made excuses and blamed the poor communication on the fact that I contacted her through her personal email. Well guess what, that's the only contact info I have! I was given that email by the previous condo president. If Sandra thinks her personal email address isn't reliable, then she shouldn't be giving that email out to her clients. But at the point I was satisfied having aired my grievances to Sandra's face directly, so I told her I wouldn't leave a negative public review. I was satisfied... Fast forward to a half hour later, and I receive an email from Sandra stating that the reason the previous year's taxes were filed late was because I had emailed her the paperwork on March 23, but that the tax filings were actually due on March 15. Umm, first off, I had never been told in the previous 3 years of filing that the due date was March 15. In fact, 2 years prior, I was told of an extension that could be filed if I missed the April 15 filing date. I'm not blaming Lori if that was the wrong info, because honestly she was the only helpful person I interacted with at LL&S. But regardless of the due date, Sandra didn't bother to file those taxes until I contacted her in MAY! So Sandra, you're saying that because I sent my tax paperwork to you 8 days "late", you blew off doing my taxes completely? And on top of that, you repeatedly blame me instead of acknowledging your mistakes. Sandra Stockwell, I will never do any business with you again and I will tell anybody who will listen about my horrible experience working with you at Lisi, Liberati & Stockwell

From the owner: Our Newton CPA firm provides a variety of financial services including tax preparation, business…read moreaccounting, IRS tax resolution, payroll services and QuickBooks support. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Barbara was fine the first year, but each year her tax return rate would increase by $150 to a…read morepoint that made it not worth my while. BTW, I prep for our first visit by gathering all my expenses in one spread sheet. She would basically do the taxes in front of me--so maybe spending 30 minutes. But this year she informed me her rate was jumping up another $150 and blamed it on the cost of office supplies. Ridiculous since everything is basically digital. I recently asked her to post my 2024 returns because they were missing from the portal and she wouldn't respond to two emails. Very unprofessional! So the escalated rate, accompanied by her irritated, aggressive attitude, has me moving on, found a great place for $200 less and a great attitude! Bye bye babs!

Barbara is incredibly unprofessional, scheduled me with her without telling me, does not seem to…read moreknow what she is doing. Bob seemed great, experienced.

I have been trying to get a Certificate of Insurance for an insured of Rohuer for nearly 2 months…read more It has been requested by the company I work for and the insured many times, and Rohuer simply does not respond. Their phones just ring then go to voice mail -- and the voice mailbox is full so I cannot leave a message. I've been in the insurance industry for 11 years and have never come across any insurance company that flat out does not respond. What would happen if there was a claim, God forbid. There are lots and lots of reputable insurance agencies out there .. choose one of them.

From the owner: Tax and Accounting Servicesread more