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    Liberty Tax

    3.2 (22 reviews)
    Open 9:00 am - 7:00 pm
    Updated 1 month ago

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    Services - Liberty Tax

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

    Liberty Tax Photos

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    Review Highlights - Liberty Tax

    She helped me with some very complicated taxes from a mix of W2s and 1099s and employment in 2 states in one year.

    Mentioned in 2 reviews

    Read more highlights

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    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

    H&R Block

    H&R Block

    (9 reviews)

    I have used the Watertown Square branch for a few years now and have always had good luck…read more Comparable prices to other tax organizations.

    I decided to do taxes in-person at HR Block after being an online customer for 3 years, hoping that…read morea tax professional might be able to better explain our joint return process and help us reduce our taxable income. First off, HR Block cannot transfer online records to their brick and mortar offices. This is baffling, as they're such a large company they should be able to access my customer records regardless. Secondly, The representative that I worked with (Mohammed) was very unprepared for the meeting. He asked no questions about my financial history. He came off as knowledge-less of the intricacies of tax preparation - not the feeling you want from your tax professional. Our 1 hour meeting took 1:45. Luckily I was organized with my documentation, or else we would have been there for 3 hours. His computer skills were horrendous; typing with 1 finger at a time, he made several errors entering just my personal information. Only because I was over his shoulder and correcting him was I able to move the meeting along. I continued to break down my own documentation into more detail to speed the process along, but it didn't help. Thirdly, in the course of this extremely long, uninformative, uninspiring meeting, my refund amount changed 4 TIMES. I'm not talking about the "potential refund" amount that changed as we went through the process; Mohammed told me what my refund would be 4 times, differently, and asked me to sign paperwork. Another professional had to come over and help him, and even then there was confusion and uncertainty. This was extremely disconcerting. How can I be confident that my return was done correctly? Lastly, There was no disclosure about the fees for their preparation. It cost $240 for my federal and state preparation. They gave me $20 off the preparation fee "because we feel bad" about the service level. Had I known that this was the service level at this price, I would have QUICKLY turned around and saved money doing it myself. Which is essentially what I did anyways. In essence, H&R should have paid me by the hour to be there. I was not confident in my service and I'll be having another, better-vetted tax pro look at our returns. I'm not returning to this office, or H&R Block in general, again for tax services.

    Nakata Consulting

    Nakata Consulting

    (3 reviews)

    Joe is the BEST thing we did for our company, Altared Visions. I found him through rave reviews and…read moresuggestions on the SouthCoast Girl Photographers Night Out group on Facebook and I could kiss everyone that sent us to him! Joe will meet with you and learn all about your business. He acts as an accountant, financial adviser and business consultant all in one! His advice has helped up clean up our back end and finally tackle sales tax and all the other things that made tax time a nightmare in years past! His rates are great, his service is fast and prompt and he is so easy to reach. We really couldn't ask for more. Thank you Joe, for all you do!!

    Nakata Consulting is an essential piece of my business life!!…read more But for the rest of this review let's just be on a first name basis and talk about Joe. I would have probably given up the whole self employed business long ago if not for Joe. I found Joe through some other colleagues in the Boston photography network years ago. I'll admit I was more than clueless about how to keep my bookkeeping organized and he took me under his wing, took the chaos and made sense of it all. Now I do most of the bookkeeping on my own and he gives it a look once a month to make sure I'm on track. In a "teach a man to fish...." sort of a way. Monthly, quarterly and annual taxes are a breeze now and I can confidently make business purchases and know the overall health of the business. If you're a small business (he has a keen knowledge of the photography business - take a look at his client list!! http://www.nakataconsulting.org/links.php ), but also for restaurants, etc... He'll do your sales taxes, bookkeeping, consulting and all at reasonable rates. I've referred him to friends (non-business owners) as well and he'll definitely take care of you. So walk right past H&R Block and call Joe!

    Liberty Tax - taxservices - Updated May 2026

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