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    Marc D Schwartz, CPA

    5.0 (4 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Marc D Schwartz, CPA

    Business filing for current tax year

    Individual filing for current tax year

    Current year tax preparation and filing

    5 More Services

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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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.

    Tax Preparation Services

    Tax Preparation Services

    (1 review)

    I didn't learn how badly James Moses and Tax Preparation Services screwed up my 2021 tax returns…read moreuntil I got a letter from the IRS with penalties and interest for under-reporting my income. No one answered my calls to his office and I received no response to emails and voicemails for a week and a half, when Moses finally scheduled an appointment with me. I drove 40 minutes to meet with him at the designated time, and he did not show up. I finally had to hire (and pay, again) a competent accountant, who found that: 1. Moses did not report income from capital gains; he blamed me and said I must have not given him the paperwork, but he did report income from dividends, which were on the exact same statement, so it was clearly right in front of him. 2. He did not report nearly $22,000 in estimated federal taxes I had paid in advance, which he himself had advised me to pay, and which I had reminded him about, in writing, when I gave him my tax documents. 3. He did not report thousands of dollars in charitable contributions, about which I had also informed him in writing. This was carelessness bordering on negligence, yet he took zero responsibility, and instead proposed that a colleague file an amended return, at my additional expense. It says on his website, "We're dedicated to our clients," and "We work hard and long hours when they need us even after tax season." Neither of these things is remotely true. Stay very, very far away from this guy.

    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!

    Marc D Schwartz, CPA - taxservices - Updated May 2026

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