Great service, they treat you like family and really listen to your concerns and questions. I would…read morerecommend this firm to everyone!!!!

I would like to put a 6-star for Joe's professional and ac-knowledgeable, however, the Yelp only…read morecould offer 5-star option. Based on my situation, my 2016 tax return was a little bit complex since too much life events happened to me and my family, such as big moving to different state, became a veteran, job status changed, etc. Trust me, I tried my best to call all of the number on the yelp for "Tax service near Boston", and none of the tax service facilities or companies could offer me a wonderful solution, which kinda beyond their acknowledge. Even though some companies told me that they have successfully run their business in the town for more than 20 years, they still could not give me a solution based on my unique case. (Are they kidding me?! ) When I found Joe, not only he explained why my case is so unique, but also, he offered me a very good solution with a very reasonable outcomes, as a CPA! Again, I was not paid by anyone to leave this review for him. The reason why I am putting this review is because he totally deserves this full-star review! If you think H&R block or TurboTax is better than him or any other CPAs, please discard my review or any kinds of review on the Yelp, since you do not need to see any reviews before you choose and enjoy your free return offered by many tax software or tools! However, if anyone is struggling to find the best CPA, or you may like my situation that moving to Boston area recently and need your new CPA instead of your old city's CPA, Joe will be your best choice! He is the best CPA I have ever met!

I spoke with Joe on the phone a few months ago about doing our taxes. He sounded nice enough. As…read morewe sent hime all our paperwork, he started asking for things that were irrelevent to this year's taxes. In addition, he was telling us we had some of our paperwork that he asked for wrong when in fact, it was not wrong. Then he started berating us and was very condescending. He was actually putting this stuff in a very harsh tone in emails. In my opinion, it felt like instead of working with us on what needed to be done, he was bullying us. We were shocked. To top everything off, his bills were considerable higher than prior returns. Suffice it to say, we would never use him again.

Friendly staff, casual and comfortable office, and highly professional and accurate tax return…read morepreparation.

This tax preparation business is phenomenal Marylynn is great to work with call her email text she…read moreresponds right away very pleased with this company been going for years Really nice people to work with give them a try you will not regret it, thank you Marylynn for making my life pleasant:)

To Whom it May Concern! I would like to commend the…read moreexcellent work provided by Alex Perez, Branch Manager I, Adiene Oses Relationship Banker III, at USALLIANCE Medford MA. Their attention to all our needs and personal interest in us were more than one could wish for. Adi truly knows what she is doing. She has been very polite, personal, and pretty intuitive about how to handle customers. She is very patient and really easy to get along with. She's so smart and kind. Alex's positive and enthusiastic attitude, his knowledge and professionalism, his genuine friendliness, patience and attentiveness really helped us. We can't recall if we've ever met somebody who is willing to work so hard. We will definitely recommend USALLIANCE to our friends looking for help with the Bank. Thank you all for the great experience! Sincerely, Vera & Boris Tsirelson.

this bank.gives you more than anyone could ask for! they…read morehelped me through an "on line scam". they protected me through all the b.s. *** most importantly** they nevef judged,hurt my credit score, never ever looked down upon me.. they "literally care" i have never been treated so kindly,so supportive,and with the level of respect "we all dream.of" i 100% mean this with all my heart! they dont have commercials, (so no marketing cost) they are real! i promise you

I can't speak to the specifics the previous reviewer mentioned, except to say they are completely…read moreout of charcter for the Johanna Schulman I know. In fact, I don't think I've ever met anyone with as much integrity as Ms. Schulman. She is also intelligent, creative, energetic, and incredibly knowledgeable about the field. I'd highly recommend her services.

I started working with Johanna Schulman about 2 years ago and recommend her highly. What impresses…read moreme most is her dedication to understanding me and what I need in terms of her services. She never makes me feel like I'm asking a dumb question (and I've got plenty of them) and recognizes when I need clarification with a smile and the words, "I think I see your eyes glazing over..." She's responsive, flexible, and makes sure nothing falls between the cracks. Plus she's a pleasure to work with -- a good match for me.

Working with Jeremy was great. We had been filing our own taxes but as life got more complicated,…read morewe turned to a professional and we were very pleased with our experience. Jeremy was responsive and eager to help us out. His secure online portal made it easy to share info with him safely but he was also available via phone. He is upfront about his pricing and, I feel, has set us up for future success. We plan on using him again in the future.

This is the second year I am using Jeremy Dunn as my tax preparer and he is excellent.read more

I'm recommending this Fidelity office because of the:…read more Convenient location with plenty of parking Friendly service Helpful/professional staff Decently priced offerings I'm docking one star because their 9-5 hours weekday hours are a limitation. There are some transactions you cannot do online and it's not always convenient to take time off work to come to this office. I do wish they had one night or weekend day when they were open, like my bank.

I am extremely disappointed with the customer service of this financial institution. I understand…read morewith the pandemic, things are difficult. However, with ALL branches closed, it requires an hour on hold to speak with someone. I expect more from a company that makes many millions of dollars managing peoples money. I plan to immediately move all of my money to a financial services company that does just that. There are plenty, keep looking for better service.