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    Kauffman and Davis, P.C.

    3.0 (2 reviews)
    Closed 8:30 am - 5:30 pm

    Services - Kauffman and Davis, P.C.

    Tax planning

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Dimov Associates

    Dimov Associates

    4.7
    (81 reviews)

    Got my refund for 2025 through Dimov. They are responsive to your messages, I would recommend the…read moreservice.

    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.

    Water Street Associates

    Water Street Associates

    4.6
    (11 reviews)

    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.

    H&R Block

    H&R Block

    1.8
    (43 reviews)

    Guys, if you want the best tax services in a timely and professional manner, this is your place!…read moreSike. I've seen better customer service at one of those do it yourself kiosks at McDonalds. I set up a virtual appointment and after waiting for 40 minutes I got a phone call with no apology and was informed that my tax preparer was too busy to help. Nice. I then set up an in person appointment with a tax professional for 9am. They insisted I come in and shouldn't do it virtually. The employee arrived at 9:20, and the doors weren't open so I got to stand outside in the cold for 20 minutes waiting. Luckily, I have alligator blood like Matt Damon in rounders. After sitting down, I was informed that because of some specific forms I had, this person couldn't help me, but I can make another appointment. Would have been cool to know that beforehand, especially since I uploaded them all to their portal a week prior. On second thought, this place rules, definitely go here!

    Unprofessional. Hideous customer service…read more I waited 20 minutes for someone to assist me. An older lady who worked at 151 tremont location expected me to leave my sensitive documents at the unattended front desk and had the gaul to get mad at me when I asked when the receptionist would return or if there was a more secure way to leave my sensitive documents for my tax preparer. She was not capable of answering these two basic questions and just seemed to get madder. I tried to ask when I should come back but she just walked away. In a world where you cannot be too careful and cannot count on the common sense of others to not over-react I didn't want to keep pushing for information and have her blow up at me but it was just a lousy experience. Super unprofessional and zero customer service. How can you trust someone to prepare your taxes when they cannot interact with other humans? Dont go here

    Kauffman and Davis, P.C. - financialadvising - Updated July 2026

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