Last weekend was out first time going to Bill or any other accountant to do our taxes in a decade…read moreor more, as we've been using Turbo Tax for years. However, 2012 was a crazy year for us as we re-located from NJ back home to MA, changed jobs, rolled over a 401K and had multiple stock sales. So like every recent year, we bought TT again this year and were basically satisfied with the answers, although we owed $4100 to the IRS and $681 to MA we were getting $3990 back from NJ. That seemed reasonable given the income from last year. Still we wanted to double check our work on TT and we also wanted to establish a relationship with an accountant who could also provide advice going forward as to how to best position ourselves for next years taxes. My wife and I are almost 50 so we also were also looking for someone to validate the positions we had taken financially to prepare for retirement. We found Bill on Yelp and even though we live in Boston where there were other five star rated accountants, we liked the fact that he was praised for both his tax services and his financial advice. Also, he was noted as having a friendly and easy going personality (Which some of the other five star accountants defiantly did not have according to their reviews). We didn't want to start off a potential long term relationship with any one who was a dick, no matter how brilliant. Bill has a nice location in an office park in Quincy off Willard Street. We arrived on time and so did he. We liked Bill immediately as he was engaging and friendly and not stuffy at all. He even had Red Sox World Series memorabilia on his walls which immediately signaled to me that he was A NORMAL PERSON. Anyways, Bill found that we had made a mistake on TT by erroneously listing our stock sales. As far as TT was concerned, no red flags popped up because the error was inputted incorrectly by us. TT didn't know and we didn't know either, but Bill knew. The error would have been costly. Instead of the figures above, it turned out that we actually only owed the IRS $798! Our NJ refund was increased by over $200 and our debt to MA turned into a refund of almost $200. All tolled, Bill saved us almost $4500. After his fee of $275, we still saved well over $4000. We obviously enjoyed our first meeting and will schedule another more comprehensive meeting to evaluate our goals and current positions after the tax season ends and Bill is less busy. Bottom line here is that Turbo Tax is a great product, but nothing beats discussing your tax obligations with a human being. We would HIGHLY recommend Bill Ryan to anyone looking for an exceptionally competent accountant/financial planner in the Metro South or even in the Boston metropolitan area. THANKS BILL!

I had a bad experience with Bill. There were several errors and omissions on my tax return, and it…read moretook almost 3 months to correct the issues. I'm sorry, but I was not satisfied and expected better service from a tax professional.

When I met Liz, I knew she would be THE coach for me. Coming…read morein I was disorganized, overwhelmed, and lacked confidence. Coaching has made a huge difference. My confidence is sky-high. Her capacity to hear what was needed in my business influenced my actions toward incredible results. Her direction allowed me to present my companies to fortune 100 enterprises with persuasiveness and expertise. I highly recommend Liz and Integrative Leadership Strategies. I plan to continue to retain her coaching as we aim towards a million-dollar company!

I worked with Liz for almost a year and a half. She was so great at helping me out with exactly…read morewhat was holding me back that particular week. She is very knowledgeable in helping a business owner or team with organizational strategies, and ideas to help grow business. As I got more and more comfortable with speaking on the phone with her each week she even became like a therapist for me in particular, and would listen to my personal issues as well as my business issues and was always willing to offer advice. Please if you are on the fence about coaching, give Liz a chance. You will not be disappointed.

I am a small business user of the Predictive Index assessment process and it has completely…read morerevolutionized my hiring process, increased cohesion within my existing team, and given us a huge edge in understanding how to attract, motivate and retain talent. I've learned so much about managing people from studying the PI technology. And I've received tailored help and coaching from my account manager, Erik, at AE Herman & Assoc. The team at AE Herman are experts in how to apply the insights and information of the PI to real business decisions. I think there are many "brokers" of IP as a service/subscription, so if you can sign up through Erik, I'd definitely recommend doing so because they provide so much additional value for no additional expense. In fact AE Herman helped me obtain a great entry rate as a new user so it wasn't cost prohibitive to get started. Their trainings have been invaluable to our management team as well. PI is actionable internal business intelligence that will transform the way you understand, choose and manage your most valuable assets - your employees!

What a bunch of scammers. You invest the time to take a test that they clearly say you will receive…read morethe results for, and a code to prevent you from wasting your time in the future. Then they talk themselves in circles about privacy and refuse to give you YOUR OWN RESULTS. Yes, it's my private results, so WHO ARE YOU PROTECTING? Yourself, yes you (The Predictive Index) are protecting yourself because you know that there is ZERO science behind this purported personality test and you have been selling companies fraudulent snake oil. If they ever figure out how ridiculous and stereotyped your results REALLY are, and how they literally have NO reflection on the actual person who took the test, there will be lawsuits galore. Good luck!