Cancel

    Open app

    Search

    Request a consultation

    You can now request a consultation from this business directly from Yelp

    Services - Kinney Munro

    Business loan

    Business filing for current tax year

    Current year tax preparation and filing

    10 More Services

    Debt management

    Estate planning

    Inheritance planning

    Insurance planning

    Investment management

    Business filing for past tax year(s)

    Past year(s) tax preparation and filing

    Retirement planning

    Audit and conflict resolution support

    Tax planning

    Kinney Munro Photos

    You might also consider

    Recommended Reviews - Kinney Munro

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    1 year ago

    Business owner information

    Photo of Bill M.

    Bill M.

    Thanks for the kind words Jason, it was a pleasure working with you.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Kinney Munro

    You might also consider

    Verify this business for free

    People searched for Financial Advising 1,330 times last month within 15 miles of this business.

    Verify this business

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

    Dimov Associates

    (72 reviews)

    Back Bay

    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.

    Kinney Munro - financialadvising - Updated May 2026

    Loading...
    Loading...
    Loading...