The agent seems professional, but once I got the quote, the front desk insisted me giving out my…read moreSSN OH THE PHONE, which is not a secured. I offered to give it via email but they just told me to find someone else and hung up the phone. This is rude and unprofessional, potentially racially driven given other similar experience are reported from minority groups. Stay away from this firm.

I had been trying to get help for a tax snafu involving my parents, Spain, the IRS, a grifter and a…read moremisplaced shed of documents. The details are weird but unimportant. I had called 11 other tax services and not one of them even bothered to call me back. Padgett returned my call immediately and took the time to explain everything to me before we even talked about a contract. Both Bunny and John were responsive, patient and helpful and assured me that this was NBD, they had it under control. I appreciate the time and effort they took to establish trust. When I finally got through to other tax preparers, they wanted 5x the $ and didn't seem to actually understand the situation. I'm sticking to Padgett.

This will be the 4th year my husband and I have coming to Daisy Tran office…read more Highly recommend to anyone who's looking for a reliable and efficient tax service. She is easy to work with, super knowledgeable, and made the whole process a lot less painful than I expected.

I have been working with Daisy since she first started her business. I appreciate her…read moreprofessionalism and clear guidance and availability for my annual tax return and questions. I would recommend Daisy for both personal income tax or more complex tax situations. Her rates are reasonable for typical CPAs. She speaks Vietnamese and English.

A pleasure to work with. I hired Amenata to sort out my taxes for year which included freelancing,…read moremultiple employers and other complexity. She's very thorough and quick! I felt prioritized and easily trusted her to do great work.

You will not be disappointed working with Botus Financial Services. Amoneta is courteous,…read morecommunicates well, and gets the job done incredibly well. She took us on at the last minute and did a fantastic job!

George is my guy! Since setting up my business in 2020, George has been a huge help both with taxes…read moreand general information on how to keep myself organized and on top of financial issues (payroll, state fees, etc) I also have some stuff that I think is on the complicated side (family trust, crypto) and George is always there to help.

Apparently George had some health issues which deemed him unavailable for tax preparation this…read moreyear. He stated that he had sent out emails to his former clients in December (I have been a client for the past several years and he absolutely has my email address). When I called to schedule the appointment with his office in February his receptionist made no mention that he would not be available and that I would be meeting with someone else. When I arrived at the office, I waited 30+ minutes and inquired as to whether I should reschedule. A lady came out to say that she would just be two more minutes. I thought that she was the client. When they were ready to see me, I was completely taken aback when told that I would be seeing Kim for my taxes. I'm not sure how complicated my taxes are but being in two different states with residencies in both, various jobs (W2, 1099), rental/owned units, it is important for me that my tax person is knowledgeable about my situation. I was completely unprepared to re-explain my situation. Kim asked NO questions and input numbers like a robot stating that she was all set based on last year's preparation. I have had several changes from last year and ended up owing about three times what I paid last year. In response to email inquiries, she stated that there were changes required and was dismissive. Please keep this in mind when scheduling with this company. I will be searching for a new provider next year and a company with higher level of integrity and transparency. For reference, I ended up paying Kim, $800 for my tax preparation and owed about $6000 after about 20 minutes of face to face time.

Extremely professional service. They handled some past year tax issues for me an took such a huge…read moreweight off my shoulders. Really happy I found them after my new move to MA.

Bumped from two stars to three for these reasons:…read more 1) The company took responsibility for a mistake that triggered a $200 fine from IRS, and refunded me for it. Thanks. 2) I was able to reach my accountant on the phone easily during the peak season, and he gave me a quick answer in a few hours - during the weekend. Still, my experience was less than satisfactory. (1) The return that the team prepared had two mistakes, which I spotted and saved myself 6,000$. This is the exact opposite of H&R Block Second Look - I was the second look! (2) There was an additional mistake that triggered a review by IRS, which costed me $200 (refunded by Dimov, as mentioned). You don't want to get reviewed by IRS. (3) Even if I started uploading my documents early, big stuff in February and March 3 (with some small updates for few hundred dollars coming later), the return was ready only on April 6, and the signature docs only on April 8. Add the weekend, and we got REALLY close to the deadline. They even suggested filing for an extension... due to their own delay. (4) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to clarify the issues, and one question was eventually escalated to his manager, who initially missed the point and gave me an unrelated answer. After multiple messages, where I quoted the tax law, we were at last in agreement. (5) The free Q4 2025 tax estimate took a month (from Nov 7 to Dec 4) after being bounced from one person to another. I ended up doing it myself and it was just double-checked by their team. (6) The team used this Q4 estimate in my return, instead of the actual values from the previous year, requiring me to scan the return line by line to find incorrect data. (7) Through the process, I received messages from 13 different people. Only one of them appears on LinkedIn or any Google search. Draw your own conclusion about this. (8) They offered me a tax-estimate package where they would help me estimate my quarterly payments. This was priced as 3 hours at 360$. Does it take 3 hours to scrape a few bank statements for data (AI is really good and fast) or 3 hours to run their software on these numbers? Come on, this is 2026. Really, not what I was expecting.

Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

Jason is responsive and on the ball. He helped me get a return on my taxes in 2026 and 2025. His…read morepricing is fair and he is willing to spend 1 on 1 time when needed. Great service, will continue to be a client.

I was happy with Jason's services. He's patient and flexible. I will probably see him again next…read moreyear. Thank you, Jason!

I have been a client of Mahony & Reeve for over 10 years. They have always more than exceeded my…read moreexpectations. I get a helpful packet each year to assist me with preparing my tax documents for filing. They are always prompt to prepare my return and to file it with the IRS. Requests for information and assistance are just a phone call away and they always get back to me within 24 hours. Kudos!!!

I have been a client of Mahony & Reeve for three years now. I have had two CPAs in the past and…read moreleft both of them because of the lack of communication and response time to my questions. You can email anyone in their office and expect a response later that same day. Often times it is within minutes. I understand that tax season is an extremely busy time for CPA firms, but Mahony and Reeve really separates from the pack with their professional courtesy and timeliness.

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.

From the owner: Our accountants are board certified and stay current with continuous certifications and seminars to…read moreensure we are up-to-date on all of the newest information, laws, regulations, and techniques in our field