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    Liberty Tax

    4.1 (9 reviews)
    Closed 10:00 am - 7:00 pm
    Updated 3 months ago

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    Services - Liberty Tax

    Business filing for current tax year

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    Current year tax preparation and filing

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    Audit and conflict resolution support

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    3 months ago

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    William N Ryan, CFP

    William N Ryan, CFP

    (14 reviews)

    Last weekend was out first time going to Bill or any other accountant to do our taxes in a decade…read moreor more, as we've been using Turbo Tax for years. However, 2012 was a crazy year for us as we re-located from NJ back home to MA, changed jobs, rolled over a 401K and had multiple stock sales. So like every recent year, we bought TT again this year and were basically satisfied with the answers, although we owed $4100 to the IRS and $681 to MA we were getting $3990 back from NJ. That seemed reasonable given the income from last year. Still we wanted to double check our work on TT and we also wanted to establish a relationship with an accountant who could also provide advice going forward as to how to best position ourselves for next years taxes. My wife and I are almost 50 so we also were also looking for someone to validate the positions we had taken financially to prepare for retirement. We found Bill on Yelp and even though we live in Boston where there were other five star rated accountants, we liked the fact that he was praised for both his tax services and his financial advice. Also, he was noted as having a friendly and easy going personality (Which some of the other five star accountants defiantly did not have according to their reviews). We didn't want to start off a potential long term relationship with any one who was a dick, no matter how brilliant. Bill has a nice location in an office park in Quincy off Willard Street. We arrived on time and so did he. We liked Bill immediately as he was engaging and friendly and not stuffy at all. He even had Red Sox World Series memorabilia on his walls which immediately signaled to me that he was A NORMAL PERSON. Anyways, Bill found that we had made a mistake on TT by erroneously listing our stock sales. As far as TT was concerned, no red flags popped up because the error was inputted incorrectly by us. TT didn't know and we didn't know either, but Bill knew. The error would have been costly. Instead of the figures above, it turned out that we actually only owed the IRS $798! Our NJ refund was increased by over $200 and our debt to MA turned into a refund of almost $200. All tolled, Bill saved us almost $4500. After his fee of $275, we still saved well over $4000. We obviously enjoyed our first meeting and will schedule another more comprehensive meeting to evaluate our goals and current positions after the tax season ends and Bill is less busy. Bottom line here is that Turbo Tax is a great product, but nothing beats discussing your tax obligations with a human being. We would HIGHLY recommend Bill Ryan to anyone looking for an exceptionally competent accountant/financial planner in the Metro South or even in the Boston metropolitan area. THANKS BILL!

    I had a bad experience with Bill. There were several errors and omissions on my tax return, and it…read moretook almost 3 months to correct the issues. I'm sorry, but I was not satisfied and expected better service from a tax professional.

    Boston Tax Plus - George Borokhov

    Boston Tax Plus

    (17 reviews)

    West Roxbury Center, West Roxbury

    George is my guy! Since setting up my business in 2020, George has been a huge help both with taxes…read moreand general information on how to keep myself organized and on top of financial issues (payroll, state fees, etc) I also have some stuff that I think is on the complicated side (family trust, crypto) and George is always there to help.

    Apparently George had some health issues which deemed him unavailable for tax preparation this…read moreyear. He stated that he had sent out emails to his former clients in December (I have been a client for the past several years and he absolutely has my email address). When I called to schedule the appointment with his office in February his receptionist made no mention that he would not be available and that I would be meeting with someone else. When I arrived at the office, I waited 30+ minutes and inquired as to whether I should reschedule. A lady came out to say that she would just be two more minutes. I thought that she was the client. When they were ready to see me, I was completely taken aback when told that I would be seeing Kim for my taxes. I'm not sure how complicated my taxes are but being in two different states with residencies in both, various jobs (W2, 1099), rental/owned units, it is important for me that my tax person is knowledgeable about my situation. I was completely unprepared to re-explain my situation. Kim asked NO questions and input numbers like a robot stating that she was all set based on last year's preparation. I have had several changes from last year and ended up owing about three times what I paid last year. In response to email inquiries, she stated that there were changes required and was dismissive. Please keep this in mind when scheduling with this company. I will be searching for a new provider next year and a company with higher level of integrity and transparency. For reference, I ended up paying Kim, $800 for my tax preparation and owed about $6000 after about 20 minutes of face to face time.

    Liberty Tax - taxservices - Updated May 2026

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