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    Beacon Wealth Advisors

    4.2 (10 reviews)
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    Services - Beacon Wealth Advisors

    Investment management

    Estate planning

    Inheritance planning

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    Review Highlights - Beacon Wealth Advisors

    “Jonathan took the time to listen and understand our situation thoroughly before offering any advice.”

    Mentioned in 6 reviews

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    Liebert & Associates CPA

    Liebert & Associates CPA

    (5 reviews)

    Coolidge Corner

    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

    Dimov Associates - George Dimov, C.P.A.

    Dimov Associates

    (84 reviews)

    Back Bay

    If I could give ZERO stars, I would…read more First of all, this address is wrong- they DO NOT have an office in Boston. Secondly, DO NOT TRUST THEM. I truly have no words for the service we got (but also I won't shut up about it bc if I can save someone else the hassle, I will). We hired a CPA this year bc of some issues with our state tax withholding due to moving across states. 1) From the get go, I felt funny about them because I knew there were certain info that would be needed (but they didn't take it even when I offered). Due to a HR mishap with my job, my state taxes were taken from NY (and not from MA). They never asked for more specific info (pay stubs for example) to rectify the taxes. I repeatedly asked the person assigned to us to reiterate the issue to us so that we knew she understood what needed to be fixed, and she couldn't. But they have such good reviews, so I should trust the right?! 2) Due to the move, my husband had two W-2's- one from NY and one from MA. We accidentally forgot to upload the NY W-2 (that's on us). BUT instead of asking for it, they counted the MA W-2 for NY as well. The outcome was that we now owe thousands in taxes due to the income being counted twice! 3) AND FOR THE CHERRY ON TOP- THEY FILED WITHOUT OUR CONSENT. The wrong version, where we owe thousands. And then didn't tell us. We only found out bc we got a letter from the IRS. And then they took their sweet time responding to us about amending, not that we trust them to even do the amendment correctly. And when we requested a refund, they refused and instead offered money off our next service- AS IF. We had to file fraud via our credit card and point out that what they did was ILLEGAL to get our money back.

    If I could give NEGATIVE stars, I would…read more Working with Dimov was one of the most stressful and disappointing experiences I ever had as an adult. I first connected with them through a personal connection and expected everything to go smoothly. For context, I've always done my own taxes without issues, but this year we have across state taxes so it's a bit more complicated and we decided to bite the bullet and use a tax professional. Dimov was initially very responsive and seemed exceptionally professional. HOWEVER, that turned 180 degrees as soon as we paid the fees and signed the contract. It was incredibly difficult to get a hold of anyone. They initially promised use that our taxes would be done before the 4/15 deadline. And then it's RADIO-SILENCE until 4/15. Even though I emailed them almost weekly since mid-March asking for an update. Absolutely NO RESPONSE. And then on 4/15, after we desperately called multiple times, someone responded and told us that there's been a delay and they have already filed for a tax extension for us. The entire day was extremely stressful for us as we were at work and worried about our taxes being late. Then, you would expect things to get better, but no. I continued to email them for updates almost weekly, and it's essentially radio-silent until mid-June, when they presented us with a draft return. The draft returns did not spell my name correctly and had several obvious typos. After the returns were filled, we eventually received a penalty for health insurance coverage in one of the states. We realized it's because we only provided proof for 6 months out of the year to Dimov. But since we are hiring a supposed "professional", I don't think it's unreasonable to expect them to remind us, "hey, you only provided 6-months of insurance proof, this will invoke a penalty. Do you have proof for the rest of the year?" Nope, nothing like that. They just let us take a penalty. If you expect timely service, Dimov will NOT provide it. If you expect professional responses, Dimov will be radio-silent. If you expect to save money, Dimov does not care. Please avoid this service at all cost. You're better off doing your own taxes than spending money on them. You will probably end up more stress, spend more time, and get less refunds. AVOID AT ALL COST!

    Beacon Wealth Advisors - investing - Updated October 2026

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