I can't say enough good things about Ostberg and associates. Rob Ostberg is a very knowledgeable,…read morehonest individual that has not only managed my retirement funds but also my mother and father's. He wants to know what your goals are first before planning a successful road for your investments. Want little or no risk? Done! Willing to take a little risk? No problem. I have always had a fantastic response time from this company. Have a question or need a meeting? Not a problem. The people who work here remember names and faces making you feel like you're working with friends. I can't say enough positive things about each and every person I've encountered in this company.

My 401k is handled through this company. They're extremely difficult to get ahold of, often…read moreunresponsive, and you'll find yourself waiting forever for a response that never comes. Today was my last straw: I waited three hours for a promised callback, eventually called them again only to be left on hold until the line went dead, and then had to call a third time only to deal with a rude receptionist. I ended up having to leave my work and go into their office in person, just for some simple information! I really discourage anyone from doing business here. It's not worth the stress they will cause you with their awful service.

He had an immediate understanding of my goals for his service. Gave me uninterrupted attention. And…read morethe cost of services was very reasonable. I would recommend this practice.

Peter would not correct an error in tax documentation, despite proof that it's in error.read more

i have been going here for years and james lowe is a great person who is honest and on point and…read morevery professional with me and my tax needs. his staff is always good at answering the phone throughout the year if i ever need a copy of my records they are always responsive to my requests if i need a document they mail it out or fax it to me. the staff is very kind and welcoming. i highly recommend james lowe to anyone looking for a knowlegable cpa.

Jim has been doing my personal and business tax prep for over 10 years and its is always a pleasure…read moreworking with him. He is as professional as it gets and current with all the new tax requirements.

Chantel did our taxes for at least 20yrs she is very accurate with our taxes if we don't understand…read moresomething she takes the time to explain every detail if it's not correct she'll fix it as for her she and her staff are always very helpful and polite they make you feel comfortable Chantel in my eyes is one of a kind

I have been using Eva Lohrer as my accountant and tax preparer for the last 9 years. She is great!…read more Quick to respond, accurate, and very knowledgeable. And her fees are reasonable considering the quality of the work performed.

4/17/23 UPDATE: Robb…read morehas moved to the East Coast and still takes care of his West Coast people too.. I actually do pretty well on my own with taxes but always something odd comes up just when it goes well for a year or two.. For me, this year I realized I've been handling my federal disability annuity retirement wrong as I could have retired 5 years ago and just realized it as it's the year I actually planned to retire. It affects paying taxes or none, complicated with SSDI and possibly amending previous years... is it worth the hassle? Robb was awesome as always to spend time in a 30 min Zoom call to help me sort through things. It may not have seemed like a lot to him, but it definitely helped and reassured me in the direction I need to take and what is best for me and did it all as a consult without a fee.. He still takes time to truly care to help others. The East coast is lucky to have him and still happy on the west coast to be able to reach out! ____________________________________________________________________________

Robb is, hands down, the most competent, caring, responsive and honest CPA I have ever worked with…read more I spent months trying to find a good CPA for my small business after some negative experiences with previous accountants and tax firms. Robb has risen to the occasion. He is very responsive and timely, clear about what he offers and thorough with his responses. He is very knowledgeable and is now doing not only my personal and company taxes but our bookkeeping. He has made excellent recommendations for other financial professionals when I have asked and has even sat in on a few long conference calls with me when I've consulted with financial professionals he recommended. I am incredibly impressed. If you're looking for a competent, timely and responsive CPA, bookkeeper and/or financial planner, look no further. Robb is fantastic.

Eric did my taxes when I had a very complicated year including having three jobs, selling several…read moreinvestments, and living in two states! He was professional, thorough and accurate.

Picked him out of the phonebook when we moved here and can't recommend him more highly. He's quick…read moreand very good. I'm a small fry customer, but don't feel like it working with Eric. Prices are reasonable, work is excellent.

Carmina is among the brightest, sharpest, and nicest, people I've met up here. That she knows…read moreMassachusetts law inside out, helps, too! She immediately identified my business and personal needs, and had multiple suggestions, and excellent insight. I highly recommend Attorney Carmina Fernandes. She runs a real, honest, local, attorney's office, from a comfortable suite inside her home.