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.

Outstanding Service - Just wonderful people to deal with. I…read morecalled today (September 7th, 2023) and they took the time Out of their day to answer a few questions for me - I wouldn't Hesitate to offer a recommendation for this firm - they are Outstanding. Thank you so much for your professional service.

Nice service. I got there and expected to spend several hours working on tax returns but was walked…read morethrough it by Larry and it was very quick. It was exactly how It was explained to me on the phone. Larry Ardito was very kind and is my new accountant. This is a good place. Very reasonable pricing. Thanks

Great accountant and very knowledgeable. Great rates and former IRS revenue agent. Been doing our…read moretaxes for years. Dave can do all types of tax returns.

I have known and worked with David for years and I can tell you his advice and counsel is peerless…read more His fees are very reasonable and he takes the time for you to understand your options. His work is spot on. My tax returns are perfect, not once had an issue in well over ten years of working with David. I would highly recommend David for those individual and small businesses looking for a CPA for guidance. David's the top of his class.

Leo & Phil Proulx provide warm and friendly financial services in a relaxed but professional…read moremanner. We have been clients for over 30 years and have been very happy with both their financial planning and tax prep work, and highly recommend them.

Very helpful and budget friendly tax support. Highly reccomend I will be returning next year!read more

This company has been doing my taxes for over 20 years, and I am very happy with their services…read more Greg has always been able to answer any and all questions that I have had in the past. So I strongly recommend them!

So dissatisfied! Went here after reading the reviews on Google which seemed to be good . So…read moreunprofessional the man who did my taxes was so off and the secretary is rude . Also pretty expensive:(

Disgusted. Brought my business corporation to Michael Gore and Lisa Callahan and after signing me…read moreup for lots of extra cost services they failed to follow through on their guidance and didn't even ask me the most basic questions about my return. They cost me dearly. I would have been better off with H & R Block.

I've been using Rob Whitney at W&G for my taxes for over 10 years. Rob is always attentive and…read moregets right back to me when I have questions, not just at tax time, but any time I contact him throughout the year. Having a more difficult tax return (multi-family property, W-2s, 1099's...) I always trust that Rob will be diligent and make sure that all of my taxes are done correctly and are in order. I would absolutely recommend Rob & Mike at W&G!

As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.