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.

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.

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 got a chance to speak to Adam about some questions I had about appraising a house…read more He shared his thoughts and answered all my questions, for free. It was great to speak with him. He knows his stuff and is generous enough to share his valuable knowledge. Highly recommend him and his business.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive

Worked well for a few years, until I got divorced an my single account became insignificant. Rather…read morethan calling me and letting me know that they no longer wanted to take care of my very modest account, they sent me an unsigned letter discharging me with the excuse that they needed to spend more time with their families... Then proceeded to send my account directly to another group. I do not recommend investing with this tackless firm

Poor customer service. They cared more about my husbands views and requests overall. Maybe it is…read morethe particular team we were dealing with, but it is a joint account and not treated as such - the advisors always deferred to my husband. Would not recommend and hope that through professional training that this sort of approach is addressed.

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.

$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.

I've been working with Dan and his team for years and cannot recommend him enough. I trust him…read moreimplicitly!

Dan is a very conscientious advisor. He ensures that you understand your financial position and are…read moreaware of the potential risk and benefit of the approach he recommends. He is willing to meet to address your emergency concerns along the way. He has fastidious awareness of the funds he recommends. Most importantly, he engages you in the selection and decision making process to the extent that you are willing to participate. It is a pleasure to have had this financial relationship with him over the past twenty-two years.

I have used Tek Management in Watertown for the 20 Years for personal and business taxes. Solid…read moreperformance and communication.

TEK Management has handled my taxes for years, Alex is extremely knowledgeable and he helped me big…read moretime when it came time to account for gains a stock transaction and the sale of a rental property.