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    Diane O'Brien, EA

    4.1 (40 reviews)

    Services - Diane O'Brien, EA

    Accountants

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    14 years ago

    I tried calling Diane to see if she would be a good fit for my needs, and was told I needed to "make an in-person appointment". No thanks!

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    14 years ago

    Hilarious, practical, smart, kind, FAST, accurate, smart. When your financial life gets more complicated, pay her to straighten you out.

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    Ask the Community - Diane O'Brien, EA

    Review Highlights - Diane O'Brien, EA

    We went to her office in Davis Square at 5:30pm on a weeknight (hooray for post-work office hours!) and she did our taxes for us while we were sitting there.

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    Dimov Associates - George Dimov, C.P.A.

    Dimov Associates

    (71 reviews)

    Back Bay

    I have used Dimov twice for tax prep now and they have been amazing both times. I highly recommend…read morethem to anyone who needs help in filing.

    My experience was less than satisfactory…read more (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) 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. (3) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to correct the issues (we are still discussing some). (4) The free Q4 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 (BTW, I may have made a mistake and they didn't notice). (5) The team used their own Q4 estimate in my return, instead of the actual values, requiring me to scan the return line by line to find incorrect data. (6) It feels very impersonal. Different people will answer your messages, and it's hard to keep track of what's going on. (7) None of the people I talked to are listed as employees of Dimov Tax on Linkedin, and only one of them (who left Dimov) show up in Google searches at all. Really, not what I was expecting.

    Liebert & Associates CPA

    Liebert & Associates CPA

    (5 reviews)

    Coolidge Corner

    No response to Yelp requests or calls. I'd expect at least an email or call back after reaching out…read morein multiple ways.

    Bottom line: I'm delighted to give Liebert Associates my very highest recommendation without any…read morereservations whatsoever. And, that's coming from a do-it-yourselfer like me who has a life long history of finding it all too easy to utterly despise accountants and account executives. A little less briefly, it gives me great pleasure to most enthusiastically recommend Liebert Associates for tax & accounting services for a variety of sound reasons. I started working with Mr. Liebert five years ago, when I took a new job in Manhattan while maintaining a family in Philadelphia. Both my wife and I also run small consulting businesses, so after 15 happy years of doing-it-myself with TurboTax, we needed help. Complexity increased when both my wife and I lost our parents and inherited a variety of assets in different states. Things went from bad-to-worse-to-seemingly impossible when my wife took possession of family trusts that were bewildering for a person like me to understand. (I'm a nuclear medicine physician.) I've been a full professor in two Ivy League universities. By those standards, Brian Liebert is extremely smart--4 or 5 sigma. So is his partner, Sally Trauco. They have enormous funds of knowledge about taxes. Their ability to manipulate information quickly to create innovative solutions, and get the job done, is even more impressive. They are consistently responsive (wow!) with quick turn around times. And, they've stood by us. Brian has settled several IRS inquiries within a few days with on-target communications that strike remarkable balances between conciseness, decisiveness, and collegiality with the IRS professionals. Perhaps as importantly, Brian and Sally are warm, kind, and easily approachable. Their social IQ's are conspicuously extraordinary, and it shows whenever they need to correct something I've done that's stupid (which is not all that infrequently). They have genuinely mature senses of humor. I've always been amazed at how well Brian seems to remember me and my wife. Sally also has a memory like an elephant, and a charming talent for communicating a lot of happy thoughts in a brief passage (unlike me). It's remarkable that an on-line service can show a personal interest in their clients. After 5 great years, we're confident you're going to greatly enjoy working with them. P. David Mozley, MD

    James Associates - Rich James

    James Associates

    (26 reviews)

    Davis Square

    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.

    Diane O'Brien, EA - financialservices - Updated May 2026

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