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.

As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.

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.

My returns had a lot of complications (capital gains, multi-state, etc.) and Tyler was able to sift…read morethrough them all. It took longer than I expected, however my needs were to amend existing returns which I made a mess of using TuboTax and I appreciate the thoroughness and quality of the work.

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.

Disgusted. Brought my business corporation to Michael Gore and Lisa Callahan and after signing me…read moreup for lots of extra cost services they failed to follow through on their guidance and didn't even ask me the most basic questions about my return. They cost me dearly. I would have been better off with H & R Block.

I've been using Rob Whitney at W&G for my taxes for over 10 years. Rob is always attentive and…read moregets right back to me when I have questions, not just at tax time, but any time I contact him throughout the year. Having a more difficult tax return (multi-family property, W-2s, 1099's...) I always trust that Rob will be diligent and make sure that all of my taxes are done correctly and are in order. I would absolutely recommend Rob & Mike at W&G!

Best CPa's group around, 40-ish years and counting. Always done on time, no matter how…read moredisorganized I am.

This was the worst and most unprofessional experience I've ever had in my life. I received numerous…read morerequests for followup documentation. Sent about 5 emails requesting assistance and never heard back. And it looks like I'm not alone. This firm used to be good and now it's absolute gargage. DO NOT HIRE KAREN PARSHLEY!!!!!

The entire crew at Britt CPA is fast and efficient. I've been working with James Sullivan for the…read morepast few years and, each year, I am amazed at how quickly my returns are completed, with complete accuracy. He also takes the time to talk to me about not only my current tax return, but also ways to manage & minimize future tax liability. Highly recommended

Always professional and responsive. The entire team has been great to work with and the rates are…read morevery reasonable. We will stick with Brit.

Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.