My returns had a lot of complications (capital gains, multi-state, etc.) and Tyler was able to sift…read morethrough them all. It took longer than I expected, however my needs were to amend existing returns which I made a mess of using TuboTax and I appreciate the thoroughness and quality of the work.

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.

A a new business owner, I've found Mark Schwanbeck's services invaluable. Not only has Mark walked…read moreme through tax preparation step-by-step, but he's also taught me how to use Quickbooks and provided in-depth coaching around financial matters. I offer my strongest recommendation.

From the owner: Business is currently closed to new customers.read more

3rd Edit: Wow I never expected this much attention on someone who's not a client. You really spent…read more12 edits and spanning 4 days just to say I will never be a client. Don't worry I already said in my first edit that I will never have the pleasure of knowing your service. This should issue should have been closed a long time ago ending with my original review of your intake service call, but glad to know you're spending so much of your precious time disputing my yelp review. -------------------------------------------------------------------------------------------- 2nd Edit: I don't recall ever asking for a free 1 hour consultation. I simply asked if you guys could help me to which again a simple no would have sufficed because no matter how simple it was there would be no time, right? If there was no intention of taking on my case there wouldn't be need for you to clarify that you had a $350/hr fee and that you can't put other businesses on hold for me. Again there was no misunderstanding here, it was blatant disrespect in the crudest fashion. I'd understand if I caught you on a bad day, I'm a person too, but to keep justifying your tone and behavior is frankly insulting. I did reach out via chat first and received an immediate unavailable which prompted me that it might have been an answering bot and wanted to see if that was the case -------------------------------------------------------------------------------------------- Edit: I called in for an inquiry, if you are busy or I inquired too late you can simply say no sorry we are unable to take your case, which is perfectly acceptable. I did not appreciate the condescending tone of telling me if I had came to you guys earlier, completely unnecessary. Finally you do not have to appreciate my review but your business is viewed as a whole from start to finish and that includes the inquiry process. You might be the best at what you do but because of this experience I will never have the pleasure of knowing that service. Hope this helps. -------------------------------------------------------------------------------------------- Called in and had a pretty terrible time with the person on the phone. I was asking if they are able to help me with an individual tax filing, and was replied with "we are at capacity". Perfectly reasonable explanation so I said "oh okay so you guys are busy", to which the person on the phone said "well we'd need need to file an extension and the fees that are associated with that would have to be calculated afterwards..." I was confused why I'd need an extension since it's 2 weeks till the deadline still and got hit with "well we have 500 clients we're trying to get out the door and if you had came to us earlier..." how many people that their firm is trying to get out the door seems irrelevant to my inquiry. They also said "well we charge $350 an hour and I can't put my other clients on hold for an hour just for your case" So basically I'm not paying them enough to have the dedicate even 1 hour, and doesn't matter how much it is an hour if I agree to it then I should also get the same level of service as everyone else. But again if you don't have time that's totally understandable I told them that a simple "we don't have time" would have been an adequate response, and it still would have been perfectly reasonable but instead of just telling me a straight answer they kept trying to justify why they can't help me with my filing and how busy they are, and how many clients they have. All seems pretty irrelevant to what I was originally calling for, ultimately I got a "Well I'm just gonna say we don't have time and leave it at that.-------------------------------------------------------------------------------------------

I've worked with Water Street Associates the last few years and I can't recommend them enough. As a…read moresmall business owner taxes were starting to get too tedious for me to do on my own and I have been happy with having them take care of taxes for me. Michael and Didi were quick to clearly and politely respond to any questions I had regarding the tax process. If you are looking to have your taxes done correctly, in a timely manner, and reduce the stress of handling taxes on your own you should seek them out.

My wife and I moved from Indianapolis, IN to Boston. In the process we created a number of tax…read moreevents which were causing me confusion. I set up an appointment with Michael in Charlestown to review what I had done and to get his assistance on completing the return. Michael Famiglietti is a professional and is very knowledgeable. He knew how to handle our move, our rental, investments and future tax planning. If you are in need of tax help, contact him!

i have very mixed reviews on michaels services. my wife and i used him to prepare our taxes for a…read morefew years. all was well until we got audited. though michael indicated that he would assist us through the process, he not only lied about submitting paperwork to the IRS but he then stopped returning any phone calls or emails placed to the office essentially refusing to meet with us any further. i would have accepted an answer of not having the time to handle an audit (even though it was triggered by a tax return he prepared.) but the unprofessionalism of avoiding contact from an established client is baffling and unacceptable.

I've used Richard Hassey CPA for tax services, book keeping, and my personal taxes. They do a great…read morejob with tax preparation and strategy, detailed monthly book keeping, and personal returns. They're significantly more affordable and more responsive than my previous firm. Highly recommend!

From the owner: We perform tax returns (individual/partnership/corporate/trust/estate/gift) as well as prepare…read morefinancial statements for a wide range of clientele.

Made several mistakes on our tax return that took a long time to sort out. TurboTax has been…read morecheaper and more accurate.

TLDR: If you have a very basic tax return or if you are someone who is so wealthy that you often…read morefind people bending over to kiss your feet, Chuck King may provide adequate tax services. If you're anywhere in between, I would recommend looking elsewhere. I was reluctant to write this review because Chuck actually seems like a nice guy who probably got some bad advice from a business magazine in 1987 and took it as gospel--the advice being something along the lines of focusing on wealthy people or people who can do the most for you in return and not wasting much time on the "small folk". That may have worked 25 years ago, but isn't a great philosophy in the Internet age where everyone has a voice. I made an appointment to file my annual taxes with Chuck at least a month and a half before the April 15th deadline. The appointment went pretty well for the most part. He seemed friendly enough and confident in his abilities. My return had a small handful of complications that made it a bit more involved than a basic filing, but nothing earth shattering. There were about 3 or 4 things Chuck needed to research how to file before we finalized the return. That is totally fine. Tax law is complicated and I don't expect professionals to have all of the answers offhand. He told me we could leave things 98% complete and he would figure out how to tie up the loose ends later and confirm with me once everything was complete. He offered to let me pay when the taxes were filed, but I opted to pay on the spot. I'm not sure if this had any impact on what transpired next. It started off normal at first. Chuck would call me to check in every two days or so to inform me of his progress on closing out the open items on my filing. Then he began to go dark on me. I started having to call him for updates. He was not apologetic at all--he was actually frustrated that I was bothering him by checking in on a service that I paid for but didn't receive. He told me his methodology is as follows: for every filing he can't complete on the spot, he puts it into a pile towards the back of his office. When he has downtime, he works on the outstanding items in order from "most important client" to "least important client". These are his words, not mine. As you may have guessed, I was a very low priority/low income client to him and he made that very clear numerous times. To make a long story short(er), I went through a series of very painful emails, phone calls and in-person visits with Chuck to get my filing pushed through. The weaker I was on the phone, the more he tried to bully me, but once I started to (mildly) berate him a bit, he seems to regain some sense and started to act. Some people to respond better to scolding than gentle pushing, and Chuck seems to be one of those guys unfortunately. Chuck literally dragged this out until the 11th hour. Even though my appointment was relatively early in tax season, I had to go to his office the day of the deadline to ensure he filed it. And I had to take the initiative to show up--he certainly didn't seem that concerned about it (after all, I make peanuts--why would the IRS care about me?). Look I get it. People make mistakes. People are busy. People don't have all the answers. But what makes it worse in Chuck's case is that he was never apologetic about it for one second. There was never a "sorry you had to chase me down for the last 6+ weeks" or a "I swear, the service here is much better than this". I just felt like I was bothering him the whole time. I really wanted to like Chuck and there were many times I would look at him and see the "good guy" in him. I don't think his accounting skills are inadequate or that he was out to get me. But unfortunately for him, you can't put someone through what he put me through and be considered "good at your job". One star.

I got to know William Salinas very well through the preparation of a very complex 5 consecutive…read moreyears of tax return that included work compensation, Stock portfolio, Company Stock Options, sale of house, divorce and marriage impact, partial living overseas, etc.. Basically it is as complex as it gets of an individual tax return preparation. I thought I needed a big firm that I have to pay big fee to do my 5 years taxes. I meet William and explained my case and my time constraint of a week to file all the 5 years taxes. I asked if this is within his capabilities. With a friendly smile, he said lets start and see what we can do. It took 4 consecutive days of work and meetings with William during the gathering of documents and calling for missing papers. William was so focused yet friendly during the work process that he was not only a tax expert, but become my friend. The work that William did for me was exceptional, and he showed me all different approaches and loops to save on taxes. It was a job well done! that resulted in no question asked from the IRS but a big fat check for me for every year. I was so surprise at what eTax Professional did for me for a minimum fee. I truly appreciate their work and expertise. William has become a good friend and will be doing my taxes the rest of my time filling taxes. Thank you eTax Professional and thank you William for your professionalism and work ethics. You are the best! and Keep the good Work! Dr. MM

From the owner: Established in 2012 at East Boston we are compromised with the Comunity. We Talk Spanish too…read more Since 2012 we have been helping clients make the right financial, tax and business decisions. We help relating with the IRS and state revenue departments, with expert tax preparation, planning and representation services. Our clients include talented and successful Individuals, Business owners, Partnerships, Corporations and LLCs. We have also special interest and expertise in the business and tax issues confronting creative professionals and the companies they run. We help clients choose and use software by themselves appropriate to their business and their culture on the daily basis. We will help you! Tax Preparation: Individual Income International students working in the USA Business Income Corporations - Partnerships and LLCs Incorporation Business Registration & Changes Estates and Trusts Sales Tax Payroll Tax Accounting Notary Public Worker's Comp & Liabiliy Insurance Audits Rent/Lease Agreements

I have had my taxes done by Soufiane and his crew for many years. He does my kids taxes as well. He…read moreis the consummate professional making sure he gets you every dollar and every write off you deserve. He is relentless in staying current with all the code changes which is what sets his office apart from the many folks who just go through the motions and you don't even know the difference. His rates are fair but realistically there will be less expensive quotes out there but truly you get what you pay for. What Soufiane gets back for you or saves you far outweighs the $35-$50 you may save somewhere else. They speak many languages in this office.

Great service and very professional. Good staff, very…read morefriendly, responsible and great customer service. Thank you so much for your help.

Have been doing my taxes here since 2013. I have also been receiving IRS audits every year because…read morethey did not complete my college worksheet tuition correctly. I let the first two past because anybody can make mistakes. However, I just received the third audit and I am as furious. I called Almilcar to report it and he did not even answer my phone call. he had me sent forms for him via e-mail because he did not want to talk to me by phone. I sent the forms he prepared to appeal the audit but guess what? they were denied. i am very but very disappointing with this agency. please do yourself a favor and avoid going here. the worst experience! Han estado haciendo mis impuestos aquí desde 2013. También he estado recibiendo auditorías del IRS cada año porque no completaron mi matrícula de la hoja de trabajo universitaria correctamente. Dejé que los dos primeros pasaran porque cualquiera puede cometer errores. Sin embargo, acabo de recibir la tercera auditoría y estoy tan furioso. Llamé a Almilcar para informarlo y ni siquiera contestó mi llamada telefónica. me hizo enviar formularios para él por correo electrónico porque no quería hablar conmigo por teléfono. Envié los formularios que preparó para apelar la auditoría, pero ¿adivina qué? fueron negados. Soy muy pero muy decepcionante con esta agencia. por favor hágase un favor y evite ir aquí. la peor experiencia!

My husband and I have been working with JB for years and can't recommend him enough. His advice is…read morepractical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind.

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.