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.

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.

Marc is an excellent professional on all levels. He is extremely knowledgeable about individual tax…read morecodes and deductions. Marc is fair and honest and his fees are the same. He is well-qualified and provides his services in a timely fashion. He runs a 21st century business that focuses on digital documents and processes, so working him and the documents is very easy. This is our 1st year as a married couple and we reached out to Marc to help us with our taxes. My wife and I couldn't be happier with his services. We highly recommend him and his team for all your tax needs.

Marc is a true professional: very knowledgeable, thorough, ethical; and has a strong ability to…read moremake the world of taxes understandable. I highly recommend Marc. Whether you are a business or an individual, he is the "man" for your tax needs.

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.

I've used Richard Hassey CPA for tax services, book keeping, and my personal taxes. They do a great…read morejob with tax preparation and strategy, detailed monthly book keeping, and personal returns. They're significantly more affordable and more responsive than my previous firm. Highly recommend!

From the owner: We perform tax returns (individual/partnership/corporate/trust/estate/gift) as well as prepare…read morefinancial statements for a wide range of clientele.

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!

My experience working with Lopez Insurance & Tax has been very positive. I was several years behind…read morein my business and personal income tax filings and was missing a lot of critical information that was needed to file accurate tax returns. Ms Lopez helped me in contacting the IRS on the phone to get the relevant information and then in filing the missing 3 years of federal & two states in a couple of days. Also while we were waiting for the IRS callbacks, she helped me lower my car insurance by approx $5000 a year. Her pricing was very reasonable and a fraction of what my last CPA would charge me. I received the refunds owed to me in about a week. I would use their services again.

I am so happy I found Lopez Insurance and Tax Solutions, She did my individual taxes very…read moreprofessionally and was great to work with, good communication and the fee was more than fair. I look forward to working with her for years to come and will recommend their services to everyone who needs an excellent tax service professional.

This will be the 4th year my husband and I have coming to Daisy Tran office…read more Highly recommend to anyone who's looking for a reliable and efficient tax service. She is easy to work with, super knowledgeable, and made the whole process a lot less painful than I expected.

I have been working with Daisy since she first started her business. I appreciate her…read moreprofessionalism and clear guidance and availability for my annual tax return and questions. I would recommend Daisy for both personal income tax or more complex tax situations. Her rates are reasonable for typical CPAs. She speaks Vietnamese and English.