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.

Be aware that Medford Tax does not accept clients who will be filing an extension…read more I was an existing client of Medford Tax from the prior year, and while John had made a bunch of careless errors on my tax forms last year that I had to personally spend time to correct, I decided to give them another chance. When I called in again this year, I reminded them of my situation about my forms, moving states, and that I needed to file for an extension due to a K-1 that comes in later in the year. They were ok with all that and I was sent a login link to the Medford Tax portal to submit documents for my taxes. After I reminded them that I was planning to file for an extension, they reconsidered and I was told that I'm "no longer a good fit" since they don't want to help people with extensions as they said it was like "preparing the same taxes twice". I understand that they may not like it when people file for extensions, but it is an extremely common practice with personal taxes that they should be accustomed to. I was surprised to be given this treatment and refused their services just because I am filing for an extension. Please be aware that Medford Tax does not treat returning clients well and are not very thorough when preparing taxes.

I am so lucky to have met Akan at Medford Tax. He helped in filing my mom's complicated back taxes,…read morewhich she hadn't done in several years. Akan is knowledgeable, thorough, and was supportive during the whole process, which would have been much more stressful without his assistance. I recommend Akan to everyone. As others have said, I look forward to working with both Akan and John at Medford Tax again, and to paying more taxes.

Extremely professional service. They handled some past year tax issues for me an took such a huge…read moreweight off my shoulders. Really happy I found them after my new move to MA.

Bumped from two stars to three for these reasons:…read more 1) The company took responsibility for a mistake that triggered a $200 fine from IRS, and refunded me for it. Thanks. 2) I was able to reach my accountant on the phone easily during the peak season, and he gave me a quick answer in a few hours - during the weekend. Still, my experience was less than satisfactory. (1) The return that the team prepared had two mistakes, which I spotted and saved myself 6,000$. This is the exact opposite of H&R Block Second Look - I was the second look! (2) There was an additional mistake that triggered a review by IRS, which costed me $200 (refunded by Dimov, as mentioned). You don't want to get reviewed by IRS. (3) Even if I started uploading my documents early, big stuff in February and March 3 (with some small updates for few hundred dollars coming later), the return was ready only on April 6, and the signature docs only on April 8. Add the weekend, and we got REALLY close to the deadline. They even suggested filing for an extension... due to their own delay. (4) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to clarify the issues, and one question was eventually escalated to his manager, who initially missed the point and gave me an unrelated answer. After multiple messages, where I quoted the tax law, we were at last in agreement. (5) The free Q4 2025 tax estimate took a month (from Nov 7 to Dec 4) after being bounced from one person to another. I ended up doing it myself and it was just double-checked by their team. (6) The team used this Q4 estimate in my return, instead of the actual values from the previous year, requiring me to scan the return line by line to find incorrect data. (7) Through the process, I received messages from 13 different people. Only one of them appears on LinkedIn or any Google search. Draw your own conclusion about this. (8) They offered me a tax-estimate package where they would help me estimate my quarterly payments. This was priced as 3 hours at 360$. Does it take 3 hours to scrape a few bank statements for data (AI is really good and fast) or 3 hours to run their software on these numbers? Come on, this is 2026. Really, not what I was expecting.

I would like to put a 6-star for Joe's professional and ac-knowledgeable, however, the Yelp only…read morecould offer 5-star option. Based on my situation, my 2016 tax return was a little bit complex since too much life events happened to me and my family, such as big moving to different state, became a veteran, job status changed, etc. Trust me, I tried my best to call all of the number on the yelp for "Tax service near Boston", and none of the tax service facilities or companies could offer me a wonderful solution, which kinda beyond their acknowledge. Even though some companies told me that they have successfully run their business in the town for more than 20 years, they still could not give me a solution based on my unique case. (Are they kidding me?! ) When I found Joe, not only he explained why my case is so unique, but also, he offered me a very good solution with a very reasonable outcomes, as a CPA! Again, I was not paid by anyone to leave this review for him. The reason why I am putting this review is because he totally deserves this full-star review! If you think H&R block or TurboTax is better than him or any other CPAs, please discard my review or any kinds of review on the Yelp, since you do not need to see any reviews before you choose and enjoy your free return offered by many tax software or tools! However, if anyone is struggling to find the best CPA, or you may like my situation that moving to Boston area recently and need your new CPA instead of your old city's CPA, Joe will be your best choice! He is the best CPA I have ever met!

I spoke with Joe on the phone a few months ago about doing our taxes. He sounded nice enough. As…read morewe sent hime all our paperwork, he started asking for things that were irrelevent to this year's taxes. In addition, he was telling us we had some of our paperwork that he asked for wrong when in fact, it was not wrong. Then he started berating us and was very condescending. He was actually putting this stuff in a very harsh tone in emails. In my opinion, it felt like instead of working with us on what needed to be done, he was bullying us. We were shocked. To top everything off, his bills were considerable higher than prior returns. Suffice it to say, we would never use him again.

Al is a true professional.He is very efficient and did my taxes the same day.I will be using his…read moreservices again.If you need an accountant and tax preparer,Al is the right person.Thank you Al.

This year my husband and I decided to seek professional help with our taxes. We found Superior Tax…read moreServices, which is run by Al out of his home in Belmont. Al went through all of our information with us, and answered our many questions, and was able to provide suggestions for what we should change in the coming year as well. He was easy to work with and seemed to enjoy helping with this (painful) annual task, and I would certainly suggest his services to anyone else looking for tax help.

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.

Ferguson & Ferguson is a Salt of the Earth Father Son duo of PHENOMENAL CPAs. I LOVE this firm!!!…read more Honestly, Earl Ferguson helping me with my taxes has been a GAME CHANGER for me. Previously I had used H&R block and just never felt like I was in good hands - It was always some inexperienced kid on rotation who was assigned to file my taxes and overall an uncomfortable experience... so much that I actually became intimidated and overwhelmed by the entire process and didn't file for a couple of years. A completely Polar Opposite experience when walking into Ferguson & Ferguson!! My usual tax anxiety was immediately extinguished as soon as I began chatting with Earl and his son, David. Both Earl and David are extremely professional and go through everything with a fine toothed comb to ensure that you're not paying any extra or missing out on any possibly deductions. Earl even helped me to strategize for the upcoming year to help alleviate my tax burden. It feels good to work with someone you can genuinely trust with your taxes right out of the gate. If you're looking for a judgement free down to earth tax experience, these are your guys. I highly recommend this firm!!

I've been a long standing customer with David for years. When we first started out with David my…read moretaxes were a mess, and in short order he was able to fix incorrect filings from past years and get me returns that I had missed. Through the years he has help my family with tax planning and getting my wife's business set up. I strongly recommend Ferguson & Ferguson CPA to anyone that is not looking to work with the H&R Blocks. As for the Lady who answers the phone, I can see how someone might get that impression. She is nice a Lady and a temp worker during their busy season. She doesn't managed their calendars and helps out with menial tasks. Typically she will take a message and David or his Father will call you back.

Working with Jeremy was great. We had been filing our own taxes but as life got more complicated,…read morewe turned to a professional and we were very pleased with our experience. Jeremy was responsive and eager to help us out. His secure online portal made it easy to share info with him safely but he was also available via phone. He is upfront about his pricing and, I feel, has set us up for future success. We plan on using him again in the future.

This is the second year I am using Jeremy Dunn as my tax preparer and he is excellent.read more

It's tax season, and I can't tell you how much I miss Tyler Lynch. I don't think I realized how…read moregood -- efficient, responsive, and reliable -- they were until I've left (to work with an accountant who specializes with small businesses). Their office runs smoothly; the accountants are easy to reach, and they've done an incredible job on my taxes. Tyler Lynch offers excellent and knowledgeable service with warmth.

The rock stars of the accounting world who make it (almost) a pleasure to do your taxes. Tyler…read moreLynch did both my nonprofit and personal returns the past few years and really did a nice thorough job. Stephen was so professional and explained everything so well even a total numbers and tax code idiot like me could understand it. Thanks guys, well done.

Numbers In Boxes has become an invaluable partner in our growth! Thank you Lindsay and Jen for…read moreyour expertise, for understanding our goals and helping us execute a plan to achieve them. Thank you!

Numbers in Boxes is the best bookkeeping service that I've ever had! I had one bookkeeper for…read moreyears, but when my business started growing a few years ago, I needed a bookkeeper who could handle our increased volume. In the past three years, I worked with three separate companies, and none of them made me supported. When I switched to Lindsay and Jen, not only did I feel supported in the ways that I would have wanted, but they have provided me supported that I never knew existed and I never knew that I needed.