Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

Extremely professional service. They handled some past year tax issues for me an took such a huge…read moreweight off my shoulders. Really happy I found them after my new move to MA.

Bumped from two stars to three for these reasons:…read more 1) The company took responsibility for a mistake that triggered a $200 fine from IRS, and refunded me for it. Thanks. 2) I was able to reach my accountant on the phone easily during the peak season, and he gave me a quick answer in a few hours - during the weekend. Still, my experience was less than satisfactory. (1) The return that the team prepared had two mistakes, which I spotted and saved myself 6,000$. This is the exact opposite of H&R Block Second Look - I was the second look! (2) There was an additional mistake that triggered a review by IRS, which costed me $200 (refunded by Dimov, as mentioned). You don't want to get reviewed by IRS. (3) Even if I started uploading my documents early, big stuff in February and March 3 (with some small updates for few hundred dollars coming later), the return was ready only on April 6, and the signature docs only on April 8. Add the weekend, and we got REALLY close to the deadline. They even suggested filing for an extension... due to their own delay. (4) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to clarify the issues, and one question was eventually escalated to his manager, who initially missed the point and gave me an unrelated answer. After multiple messages, where I quoted the tax law, we were at last in agreement. (5) The free Q4 2025 tax estimate took a month (from Nov 7 to Dec 4) after being bounced from one person to another. I ended up doing it myself and it was just double-checked by their team. (6) The team used this Q4 estimate in my return, instead of the actual values from the previous year, requiring me to scan the return line by line to find incorrect data. (7) Through the process, I received messages from 13 different people. Only one of them appears on LinkedIn or any Google search. Draw your own conclusion about this. (8) They offered me a tax-estimate package where they would help me estimate my quarterly payments. This was priced as 3 hours at 360$. Does it take 3 hours to scrape a few bank statements for data (AI is really good and fast) or 3 hours to run their software on these numbers? Come on, this is 2026. Really, not what I was expecting.

No response to Yelp requests or calls. I'd expect at least an email or call back after reaching out…read morein multiple ways.

Bottom line: I'm delighted to give Liebert Associates my very highest recommendation without any…read morereservations whatsoever. And, that's coming from a do-it-yourselfer like me who has a life long history of finding it all too easy to utterly despise accountants and account executives. A little less briefly, it gives me great pleasure to most enthusiastically recommend Liebert Associates for tax & accounting services for a variety of sound reasons. I started working with Mr. Liebert five years ago, when I took a new job in Manhattan while maintaining a family in Philadelphia. Both my wife and I also run small consulting businesses, so after 15 happy years of doing-it-myself with TurboTax, we needed help. Complexity increased when both my wife and I lost our parents and inherited a variety of assets in different states. Things went from bad-to-worse-to-seemingly impossible when my wife took possession of family trusts that were bewildering for a person like me to understand. (I'm a nuclear medicine physician.) I've been a full professor in two Ivy League universities. By those standards, Brian Liebert is extremely smart--4 or 5 sigma. So is his partner, Sally Trauco. They have enormous funds of knowledge about taxes. Their ability to manipulate information quickly to create innovative solutions, and get the job done, is even more impressive. They are consistently responsive (wow!) with quick turn around times. And, they've stood by us. Brian has settled several IRS inquiries within a few days with on-target communications that strike remarkable balances between conciseness, decisiveness, and collegiality with the IRS professionals. Perhaps as importantly, Brian and Sally are warm, kind, and easily approachable. Their social IQ's are conspicuously extraordinary, and it shows whenever they need to correct something I've done that's stupid (which is not all that infrequently). They have genuinely mature senses of humor. I've always been amazed at how well Brian seems to remember me and my wife. Sally also has a memory like an elephant, and a charming talent for communicating a lot of happy thoughts in a brief passage (unlike me). It's remarkable that an on-line service can show a personal interest in their clients. After 5 great years, we're confident you're going to greatly enjoy working with them. P. David Mozley, MD

Rich has been doing my taxes for the past 5 or 6 years. He's great, timely, professional and nice…read more Reasonably priced, too. I highly recommend them.

I cannot recommend James Associates for accounting or tax related services. As a new business…read morecustomer, James Associates filed my corporate federal and state tax returns so late that I was assessed over $2000 in penalties and interest. My W-2's were also provided so late that I had to file for an extension. The IRS code on the late issuance of W-2 forms allows for much higher penalties had they been informed of the late W-2 issuance. The late payment of the $456 MA corporate tax I incurred could have been avoided by informing me that the payment was due in March rather than waiting until October to tell me it was due. For reasons that are still not completely clear to me, after speaking with people in the MA DOR corporate and personal tax offices, I was informed that I would be required to file an additional Mass corporate return for the next year even though my returns were marked final indicating that I was ceasing business operations at year's end. When I mentioned this to James Associates they confirmed that I would need to file again for the following year even though I had clearly stated verbally and in writing well before the due dates that I intended to cease doing business in the current filing year. Because the Mass corporate return is derivative of the federal return I was obligated to do an additional federal and state return for the following year even though the IRS had confirmed that no additional return would be necessary. Realizing in March that James Associates was not going to issue my W-2 or have my corporate return completed in time to for me to estimate my personal tax liability, I dropped off a letter in early March requesting assistance on estimating my personal tax liability so I could avoid underpayment penalties. I got no response so I did my own W-2 and federal 1120S and provided those forms to H&R Block so they could estimate my tax liability. I also submitted my versions of the W-2 and 1120S forms to James Associates in the hope that it would expedite their completion of the filings. The filings were made 7 months later in the last week of the extension period for personal tax returns. The W-2 and 1120S filed were identical, from a tax perspective, to the versions of the forms that I had provided in March. Having incurred a significant number of business expenses in the year after closure I spoke to an IRS representative who informed me that the IRS would accept corporate expenses incurred after closure of the business as offsetting personal income. But they qualified this by saying I should consult with a tax professional. Reluctantly I called James Associates and asked if Rich James was in. The receptionist said he was and asked who was calling. I identified myself and waited much longer than it should have taken to transfer my call. The receptionist finally returned and informed me Rich was not in although she thought he was. I informed her that I had been advised by the IRS to talk to a tax professional regarding business expenses incurred after business closure related to my personal return and that James Associates was familiar with all of the information pertinent to this question. I never got a call back. Fortunately I was able to find a Tax office within walking distance of Davis Square who freely gave me advice on the above as well as how to get the business closed in the eyes of the MA DOR and on how to possibly receive an abatement on one of the penalties I was assessed. Finally I reached out to a friend who is a member of the Mass Bar Association who worked in his father's accounting firm when he was young. He advised me to request that James Associates provide me with information regarding their liability insurance policy so I could make a claim against it for the penalties and extra expenses incurred. I submitted this request in writing. After waiting several months with no response I finally dropped off a letter documenting my dissatisfaction and giving James Associates a chance to respond before I documented my experience on Yelp. Predictably I got no response.

As a startup is is really hard to get high quality, personalized and low cost bookkeeping services…read more Fortunately Intelli Bookeeping, and Slava, are all of that. They really helped us with our process at Renoviso and are constantly asking great questions and making smart suggestions to make things even better. I'm thankful we are working with them and recommend them highly.

My company has been working with Intelli Bookkeeping since Nov '15 and they've been absolutely…read morefantastic for us. We're a high growth startup with some complex accounting needs and Slava & his team have been more than up to the challenge. They use all the modern software tools, are super detail oriented, very responsive to your needs, and are cost-effective to boot. Couldn't recommend these guys enough based on our experiences to-date.

Diane expertly helped me solve my problem. Her frank and simple advice helped me to potentially…read moreavoid big trouble down the road. It's such a relief to have someone to turn to. She was responsive and had a helpful system where I was able to book a time to consult.

Highly competent, very kind, and as much of a pleasure to work with as is possible when dealing…read morewith one's taxes. I had great experiences with her back when I lived in Somerville. She totally understands the lives of freelancers and artists and is very good about making sure you understand everything she is doing (and very patient and kind with questions and clarifications).

I requested a consultation through their website and was able to book within a week with Laura…read moreThompson. It was evident that Laura was well versed and up to date IRS and tax policies (I had specific questions on retirement accounts), and was also very patient and kind. She also spent time reviewing some IRS information with me to help me understand my situation when she did not have to. Although I did not end up receiving services from this tax firm, I was very impressed with how kind and knowledgeable they are. I would not hesitate to recommend them to a colleague or to come back in the future for a consultation if my taxes become more complicated.

They are very knowledgeable and do a thorough job, but their prices are high. So if you have a…read morecomplex situation and want a full service experience, then they will do a great job. But if you feel like you might be able to figure things out on your own, you will probably wind up with buyer's remorse.

They have a habit of "having a question" on your return, and it will lead to extending your taxes,…read morethen it takes forever to get it finalized....sometimes months later when all your info was submitted. If you dont mind being forced into extensions so you can wait inline after they take care of large customers, it isnt a big deal. They finish it eventually and i've only had one issue with IRS filing with them. Going thru it now, unfortunately...

I didnt do a lot of shopping around before I chose this accounting tax firm. I went with them based…read moreon their reviews, location, and first impression. I have been using their services for a few years now and am impressed by their quick responses and excellent communication. I also started out w very messy accounting practices and they helped me clean up the books and find ways to streamline my process and adhere to tax code. They work with you to find the best solution to your business tax problems. Thanks Eric and Doug!

Made several mistakes on our tax return that took a long time to sort out. TurboTax has been…read morecheaper and more accurate.

TLDR: If you have a very basic tax return or if you are someone who is so wealthy that you often…read morefind people bending over to kiss your feet, Chuck King may provide adequate tax services. If you're anywhere in between, I would recommend looking elsewhere. I was reluctant to write this review because Chuck actually seems like a nice guy who probably got some bad advice from a business magazine in 1987 and took it as gospel--the advice being something along the lines of focusing on wealthy people or people who can do the most for you in return and not wasting much time on the "small folk". That may have worked 25 years ago, but isn't a great philosophy in the Internet age where everyone has a voice. I made an appointment to file my annual taxes with Chuck at least a month and a half before the April 15th deadline. The appointment went pretty well for the most part. He seemed friendly enough and confident in his abilities. My return had a small handful of complications that made it a bit more involved than a basic filing, but nothing earth shattering. There were about 3 or 4 things Chuck needed to research how to file before we finalized the return. That is totally fine. Tax law is complicated and I don't expect professionals to have all of the answers offhand. He told me we could leave things 98% complete and he would figure out how to tie up the loose ends later and confirm with me once everything was complete. He offered to let me pay when the taxes were filed, but I opted to pay on the spot. I'm not sure if this had any impact on what transpired next. It started off normal at first. Chuck would call me to check in every two days or so to inform me of his progress on closing out the open items on my filing. Then he began to go dark on me. I started having to call him for updates. He was not apologetic at all--he was actually frustrated that I was bothering him by checking in on a service that I paid for but didn't receive. He told me his methodology is as follows: for every filing he can't complete on the spot, he puts it into a pile towards the back of his office. When he has downtime, he works on the outstanding items in order from "most important client" to "least important client". These are his words, not mine. As you may have guessed, I was a very low priority/low income client to him and he made that very clear numerous times. To make a long story short(er), I went through a series of very painful emails, phone calls and in-person visits with Chuck to get my filing pushed through. The weaker I was on the phone, the more he tried to bully me, but once I started to (mildly) berate him a bit, he seems to regain some sense and started to act. Some people to respond better to scolding than gentle pushing, and Chuck seems to be one of those guys unfortunately. Chuck literally dragged this out until the 11th hour. Even though my appointment was relatively early in tax season, I had to go to his office the day of the deadline to ensure he filed it. And I had to take the initiative to show up--he certainly didn't seem that concerned about it (after all, I make peanuts--why would the IRS care about me?). Look I get it. People make mistakes. People are busy. People don't have all the answers. But what makes it worse in Chuck's case is that he was never apologetic about it for one second. There was never a "sorry you had to chase me down for the last 6+ weeks" or a "I swear, the service here is much better than this". I just felt like I was bothering him the whole time. I really wanted to like Chuck and there were many times I would look at him and see the "good guy" in him. I don't think his accounting skills are inadequate or that he was out to get me. But unfortunately for him, you can't put someone through what he put me through and be considered "good at your job". One star.