Great to work with. Been with for tax prep past 20+ years. Never had any follow up issues with IRS. A good great thing!!!

This email was my last correspondence with Mr. Burton after being his client since 2009. My father has been his client for over 20 years. That's how I was introduced to Mr. Burton. Every year I brought my taxes, they were done in one day, I paid $300.00 every year. Easy as can be. Until there is a problem. Mr. Burton does not like to be questioned or asked for your year before's taxes. This email, to me was so mean and hurtful. It literally brought me back to my school days where I did attend class for learning disabilities and was bullied about it. This review is long over due as my business ended in 2017 with this accounting office. read more

Maybe Bill was good years ago, but he's lost his mind in my experience. Check out yelp, others have had a similar experience recently where he cancels you out of the blue. He charged $150 for a return for my 19 year old son who's a dependent and a full time student. He doesn't need to file, I never asked for it. I asked the charge be reversed. They finally reversed charges but cancelled me as a client and would not let me pay for my taxes for 2023, deleted my account and left me without a return to file This is Bills the response to my email - completely unprofessional. Bill Burton bill@cpaburton.com To: Jeff Thompson Kristen Lord Cc: Rudi Cudmore Thu, Apr 13 at 11:26 AM Good riddance ! From: Jeff Thompson faxxx@yahoo.com Sent: Thursday, April 13, 2023 9:46 AM To: Kristen Lord kristen@cpaburton.com Cc: Bill Burton bill@cpaburton.com Subject: Re: Invoice 52139 from William Burton & Company, Inc. Kristen and Bill. Thank you for your high level of professional and honest service and for reversing all charges. Best of luck in your future endeavors Jeff On Apr 13, 2023, at 9:14 AM, Kristen Lord kristen@cpaburton.com wrote: Jeff, We suggest that you go somewhere else for your return. We have reversed all charges. Kristen His behavior violates Society of Actuaries codes of conduct -- "A member will act on professional matters for each client or employer with scrupulous attention to the trust and confidence that the relationship implies" - Section IV part 1. ....My advice - cancel this guy before he flips out and cancels you and leaves you hanging and takes your confidential information. read more

Have worked with his office in the past with no issues, never sat with him directly always with an assistant in person. Went to do my taxes this year, explaining there where differences than years prior. They completely screwed them up, didn't call to clarify, even screwing up our names... An accountant who can't even get their clients name correctly? When I brought this up they proceeded to drop me as a client with no explanation. When approached to ask for an understanding it was met with "your spouse left a bad taste in my mouth". Completely unprofessional. read more

Came to yelp to warn people about Bill but found I'm not alone. Called to schedule (and pay for) a brief consultation for tax advice. No call back for a week, I called back and the woman rudely said that Bill wasn't interested in helping me. Okay, fine. Clearly he has more important people than me. But what irritated me was they didn't even bother calling me back or sending me an email and you know, treat me like a human being. Anyway, Bill clearly has enough clients and doesn't need the new business but it's too bad that he's no spring chicken and these reviews are his legacy. read more

I actually used this service a few times for personal taxes without incident, then suddenly this year experienced one of Mr. Burton's bursts of shocking unprofessionalism, similar to what several others here have described. Definitely not worth the risk. read more

"You are a deadbeat, I'm higher on the food chain, you are no longer a client" - Bill Burton Been going to Bill for years, never any complaints. Admittedly through the years I would pay late / while scheduling my next visit (to be clear around $100) which was never discussed. After giving Bill all my information, and paying as i do every year, he did his work, came back with a return quote, not mentioning anything. I called with a question - return call "You are a deadbeat, I'm higher on the food chain, you are no longer a client" Easily 10 years of business gone with an insult. Looks like Lisa M. and I are experience the 2020 Bill. read more

Bill needs to retire as his age is severely undermining his business and professional decorum Lack of respect to his clients is not what a tax and financial service company should ever display I would avoid this firm at all costs His business model is to burn and churn returns to get the clients money not necessarily serve the needs of the clients. Any model like that will adversely effect the client read more

Very knowledgeable and excellent service! We have been Bill's clients for many years. The staff is knowledgeable and extremely helpful.

Like most of the reviews here I was a long term client with an emphasis on WAS. My wife's father recently passed and she contacted Bill in January to clear up some outstanding tax issues. She was told by Bill via e-mail - which we still have - the following which is quoted verbatim: "we have extensive experience filing both final 1040 returns and MA Estate Returns ..." Then he ignores her phone calls for the next three months. When I went to drop off our 21 return I spoke to him and asked why he had not returned her calls and not only was told he does not do such tax work And told us to find someone else. He lied right to my face. worst of all, he never apologized for not returning calls. When i told him in no uncertain terms that he was a "jerk" - not the exact language I used - as not only was my wife still mourning but is also stressed about getting the estate return filed - he told me to go find another CPA. I told he has to be delusional that I would ever give another dime to our taxes. Bottom line: he is a degenerate human being, devoid of any professionalism or empathy. based on how I was treated, I can only imagine the stories his employees must have regarding his infantile outbursts. The man should seek help. read more

Very unprofessional. I questioned why his tax prep fee increased by $40 without telling me in advance. I was told to pay the old fee but going forward they would be severing my relationship. Very rude personnel. read more

I emailed to set up an appointment for tax preparation services as well as possible financial advisory services. He replied with a rude series of emails and is obviously not interested in new clients. Avoid. read more

Nothing but nice thigns to say about Bill and his company! Bill was very fast and effecient with preparing my taxes and I got my return very quickly. He was great!!!!! A+++++ read more

I have been going to Bill for probably 15 years. This year was the WORST ever. Whomever Rudy is took messages for questions I had for Bill regarding my return and never once were my calls returned. What was returned was my tax return with a note from Bill telling me to go elsewhere. I was so pissed that i took the return BACK to Bill and put it back in their mailbox.I called numerous times to tell them i put my return in the mailbox and Bill picked up the phone and called me a real "Jerk" and then spelled "jerk" out for me and hung up on me. I had to call the Saugus Police to get my return back. Bill i think its time for you to go out to pasture. You are a crotchety old man. My return is now at H&R Block. Shame on you for talking to me like that. Bill only likes wealthy customers. In his defense i never paid him on time but this year apparently really annoyed him. But, he ALWAYS got paid. Thanks Bill. read more

Went to bill for the first time thought he was very informative and helpful.The services were reasonable priced

I've been going to have Bill do my taxes and other financial issues for over 20yrs. Never have had a problem and have sent many family and friends to him over the years. Nice guy always finds away to help!! No matter to small. I'm actually got another appt. tonight!! Highly recommend to one and all!! read more

I used Bill Burton for years. This year, I decided to let him do my business as well as personal taxes. He rewarded me by ignoring 3 emails and 2 voice-mails pleading to set up a call to discuss the business taxes. He finally responded 3 weeks after receiving my documents to say he would be unable to do my business taxes and was sending back the documents I had sent him. If you want your taxes actually done or your calls/emails returned, look elsewhere. read more

I've used Bill for years to do my taxes and I think he's great. Nothing but positive things to say about him and his employees! I recommend him 100%. read more

My mother used Bill Burton to do her taxes. He promised he would do them in one week. After seven weeks, they were still not complete. After 7 1/2 weeks, his assistant e-mailed a draft with substantial errors . He has been rude and unprofessional. Stay away! read more

I have never in my life been treated so unprofessionally by "supposed" professionals. I had made three appointments. One of which I had the flu and cancelled which btw I was willing to keep the appointment. Somebody other than the scheduled the second appointment which was incorrect without a follow-up call; and the third appointment I called because of an accident on Route 93; I called to make them aware; rush to get there and I was rear-ended. Again, I called and left a message and I apologized as I had no control over the situation. I never got a call back and when I called I was told "oh nobody called you"; only to be told they were too busy to see me. Real professional; especially given the fact that my brother has been a good client there for years. I cannot wait to share this and to share with the local community. read more