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    JB Financial

    4.6 (34 reviews)
    Closed 9:00 am - 4:30 pm

    Services - JB Financial

    Accountants

    Bookkeepers

    Current year tax preparation and filing

    3 More Services

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

    JB Financial Photos

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    Recommended Reviews - JB Financial

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    2 years ago

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    5 years ago

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    Jonathan B.

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    Jonathan B.

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    8 years ago

    Rockstar accountant, business enhancer, tax guru and copious book-keeper, very accessible, and always willing to help!

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    Ask the Community - JB Financial

    Review Highlights - JB Financial

    There are not enough superlatives to express the complete satisfaction I have with Jonathan and his work ethic.

    Mentioned in 25 reviews

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    Essential Numbers Accounting

    Essential Numbers Accounting

    (2 reviews)

    I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

    As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!

    Dimov Tax Specialists - George Dimov, C.P.A.

    Dimov Tax Specialists

    (18 reviews)

    Penn Center

    I have always done my own taxes, but this year I listened to my son who has used Dimov for 3 years…read more They were exceptional with their response time. Anvar and Melving were very good,

    896047I had a very disappointing experience with this tax service and would not recommend them…read more From start to finish, there was a serious lack of communication and professionalism. I had to follow up repeatedly--through multiple emails and phone calls--just to get partial responses. At no point did I feel like my case was being actively managed. Instead, I felt like I had to hold their hands through the entire process and double-check everything myself. They required full payment upfront, and after that, it felt like we were forgotten. We were left in a situation where we had already paid a significant amount but received little to no proactive service in return. There was no clear guidance, no timely updates, and no sense of ownership on their side. What is most concerning is the number of errors and oversights. The Massachusetts tax liability they calculated was off by approximately $16,000--an enormous discrepancy that we had to catch ourselves by recalculating everything using TurboTax. We also discovered on our own that certain overtime income was not taxable in our situation--something a tax advisor should absolutely know. This mistake alone cost us over $2,000. On top of that, the Massachusetts payment was never processed, and we were not informed. The only reason this was addressed is because I followed up. Had I not done so, it likely would have been missed entirely. Being told afterward to go online and handle the payment ourselves defeats the purpose of hiring a professional in the first place. Overall, this experience created unnecessary stress, risk, and financial impact. When you hire a tax professional, you expect accuracy, accountability, and proactive communication. Unfortunately, none of those expectations were met here.

    JB Financial - accountants - Updated May 2026

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