Just recently I had to contact Tom Ruane about a problem with my Social Security Account missing…read morerevenue that was supposed to be posted by the IRS between 1996 - 2016. He had done the business taxes for me during that time period. I offered to pay him for his time, but he said it would just take a few days to gather everything that related to me and send along. I recommend Tom Ruane very highly, he did excellent work for me in the past, and now helping me with this new problem, even though its been years since he had done work for me. Great guy and such a relief he can help me with this.

I got a really uncool letter from the IRS saying that I owed something like $5K to them. I…read morepanicked, searched yelp, and found DiDi's five star review. I took my taxes in, and within 5 minutes Tom had discovered the error I made while using TurboTax.... Ouch. But THEN, Tom asked some questions and found that the IRS owed ME some money - so I ended up ahead! Now that's a CPA who knows his stuff! Thanks, Tom!

Very knowledgeable staff and very responsive to our tax needs even when our situation gets…read morecomplicated. Whether your looking for individual tax returns or business tax returns, Gorman Tax Service will serve your needs.

I've been going to GTS for decades. Donna always did my taxes and she was amazing. Last year and…read morethis year, my returns were done by another person, I won't mention her name, but her initials are KG. Last year, KG did my Federal return incorrectly, I received a letter and a check from the IRS after I paid what KG told me I owed. This year, I reached out to KG to ask why my refund seems delayed. She refuses to tell me when she filed my return. I've asked her 3 times now and she won't answer my question. It's a very simple question and she won't answer. Clearly she sat on my return, filed it weeks after I signed it, and now refuses to admit it. I paid over $250 for her to do my taxes and she won't answer a simple question. I will find somewhere else to get my taxes done from now on.

Joseph Gulino is a fantastic CPA that has over 25 years experience. I sold a business and found him…read moretoo late but he helped me quite a bit after the fact as much as was possible. Get good advice like Joseph Gulino can provide well before selling a business. He is great at tax reduction strategies. He shared with me many things I could have done if I had contacted him sooner. I know better now and can pass on my experience and advice to other business people in Massachusetts. I will be seeking advice for my new website www.quantumluxuries.com It is growing everyd day.

I honestly cannot thank this tax specialist enough. The IRS took a large sum of money from me, and…read moreI was completely stressed and overwhelmed. From the very beginning, they reassured me, explained everything clearly, and guided me step by step on exactly what I needed to do to fix the issue. What felt like a nightmare was resolved with no problem at all, and the entire process was handled professionally and efficiently. Having someone who truly knows what they're doing made all the difference, and the peace of mind I have now is priceless. If you're dealing with IRS issues or any tax problems, do not hesitate -- this is the person you want on your side. Highly, highly recommend.

My tax problems caused me a lot of sleepless nights and anxiety over the last two years. To say…read morethey were a bit complicated is an understatement. I was a bit like a deer in the headlights, frozen and unable to deal with my tax problems. I had no idea where to turn for help. In talking with my cousin about it, he mentioned his lifelong friend Matt Previte who he's known for over 50 years and I'm glad he did. After speaking with Matt, I felt a sense of relief that there was someone who knew what to do and how to help me resolve my tax problems. After filing a power of attorney and digging into my problem with the IRS, Matt and his associate Natalya discovered the IRS did not have a 2021 tax return on file, even though I believed my previous accountant had taken care of this for me. They got to work and prepared my 2021 tax return, despite having missing information. Once my 2021 tax return was processed by the IRS, they were able to set up a reasonable payment plan with the IRS to pay my back taxes. They were also able to get about $36,000 in penalties and interest removed! I can't say enough about Matt and Natalya. They were very proactive, professional, and a pleasure to deal with. I thought my situation was hopeless. They proved it wasn't. They were able to resolve a complex multi-year tax problem and save me a ton of money to boot! I can't thank them enough.

Rich has been doing my taxes for the past 5 or 6 years. He's great, timely, professional and nice…read more Reasonably priced, too. I highly recommend them.

I cannot recommend James Associates for accounting or tax related services. As a new business…read morecustomer, James Associates filed my corporate federal and state tax returns so late that I was assessed over $2000 in penalties and interest. My W-2's were also provided so late that I had to file for an extension. The IRS code on the late issuance of W-2 forms allows for much higher penalties had they been informed of the late W-2 issuance. The late payment of the $456 MA corporate tax I incurred could have been avoided by informing me that the payment was due in March rather than waiting until October to tell me it was due. For reasons that are still not completely clear to me, after speaking with people in the MA DOR corporate and personal tax offices, I was informed that I would be required to file an additional Mass corporate return for the next year even though my returns were marked final indicating that I was ceasing business operations at year's end. When I mentioned this to James Associates they confirmed that I would need to file again for the following year even though I had clearly stated verbally and in writing well before the due dates that I intended to cease doing business in the current filing year. Because the Mass corporate return is derivative of the federal return I was obligated to do an additional federal and state return for the following year even though the IRS had confirmed that no additional return would be necessary. Realizing in March that James Associates was not going to issue my W-2 or have my corporate return completed in time to for me to estimate my personal tax liability, I dropped off a letter in early March requesting assistance on estimating my personal tax liability so I could avoid underpayment penalties. I got no response so I did my own W-2 and federal 1120S and provided those forms to H&R Block so they could estimate my tax liability. I also submitted my versions of the W-2 and 1120S forms to James Associates in the hope that it would expedite their completion of the filings. The filings were made 7 months later in the last week of the extension period for personal tax returns. The W-2 and 1120S filed were identical, from a tax perspective, to the versions of the forms that I had provided in March. Having incurred a significant number of business expenses in the year after closure I spoke to an IRS representative who informed me that the IRS would accept corporate expenses incurred after closure of the business as offsetting personal income. But they qualified this by saying I should consult with a tax professional. Reluctantly I called James Associates and asked if Rich James was in. The receptionist said he was and asked who was calling. I identified myself and waited much longer than it should have taken to transfer my call. The receptionist finally returned and informed me Rich was not in although she thought he was. I informed her that I had been advised by the IRS to talk to a tax professional regarding business expenses incurred after business closure related to my personal return and that James Associates was familiar with all of the information pertinent to this question. I never got a call back. Fortunately I was able to find a Tax office within walking distance of Davis Square who freely gave me advice on the above as well as how to get the business closed in the eyes of the MA DOR and on how to possibly receive an abatement on one of the penalties I was assessed. Finally I reached out to a friend who is a member of the Mass Bar Association who worked in his father's accounting firm when he was young. He advised me to request that James Associates provide me with information regarding their liability insurance policy so I could make a claim against it for the penalties and extra expenses incurred. I submitted this request in writing. After waiting several months with no response I finally dropped off a letter documenting my dissatisfaction and giving James Associates a chance to respond before I documented my experience on Yelp. Predictably I got no response.

Very nice and humble guy. This is my first year working…read morewith him. Everything was pleasant and organize. He gave helpful suggestion throughout the year. Filing process is neat and easy. Go to him to save some time and make your money worth while.

After meeting with Nick DiNatalie in early November, we were looking for someone to prepare our…read more2025 tax return. Following our initial meeting, we felt he would be a good fit. He then requested a $550 retainer upfront, something we had never been asked to pay by any of our previous accountants. Unfortunately, that initial meeting was the only time we met with him. He would not scheduled a follow-up or an appointment to review the documents we were providing. Instead, he sent us a lengthy tax organizer that required us to complete much of the work ourselves. When we asked questions, we often did not receive direct answers. When we questioned why so much of the organizer needed to be completed by us, his response was, "It would cost a lot more if I had to do it." Isn't that your job? We also found the office to be somewhat disorganized, and his comments about his younger staff did little to inspire confidence in the level of support we could expect. Ultimately, we decided to have our taxes prepared elsewhere. To his credit, he did file an extension and is refunding $375 of the retainer. However, we were disappointed with the amount he chose to retain, given our overall experience. Overall, the experience fell well short of our expectations. We were looking for clear guidance, direct answers, and professional service. Instead, we felt that much of the responsibility for preparing our return had been left to us. Based on our experience, I would not recommend this firm.

We had a complicated tax year, but David's been great for helping us sort through it all and really…read moreput our minds at ease. He's extremely approachable and easy to talk to, but doesn't miss a beat. Throughout our tax and financial planning he really showed he was working in our best interest and helped us understand everything. I've felt like others have talked over my head, but he explains things clearly and I've never felt rushed. He's thoughtful, detail-oriented, and strategic. From the basic tax stuff to more complex wealth management, he's your guy.

Attended a webinar about wills vs trusts and had great info to share with my husband. Thanks for…read morethe information!

Monteforte Law has helped so many people with estate planning. I am an attorney, and I send all my…read moreclients in Massachusetts who need wills, trusts, or probate to Mike and his team. 5-Stars for sure!