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.

This will be our 3rd year with Ron and his firm handling our joint tax filings…read more Our finance/tax situation is not super complicated but it's complex enough that we can't easily use software or rely on some storefront type walk-in service. We made the switch to a real professional CPA years ago and will never go back. We switched to Ron after our prior CPA shifted our work to his junior minions who dropped the ball in a few key areas. Ron has been fantastic. My wife has mainly owned the properties we've lived in and she's always had non-trivial tax questions related to real estate. On my end I own part of a MA S-corp and the 50% shareholder status means I get a complex IRS K1 form each year. The variable K1 "income" also means I need to be super careful about staying on top of estimated quarterly tax pre-payments for the upcoming year. Ron is the person who makes all this a sane and sensible process. I also travel a lot for work and prefer to work with professionals who can handle communication at a distance -- never an issue swapping signed PDFs with Ron or communicating via email when I'm not in BOS.

Ron is an A+++ accountant. This was the first year we used Ron and I am so happy that we did! We…read moregot back so much more money then we have in the past. He is smart, organized, resourceful, funny, and all around just a great guy. I look forward to more returns like the one we got back this year. Grab him while you can! Carron- Melrose, MA

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.

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.

Great accountant and very knowledgeable. Great rates and former IRS revenue agent. Been doing our…read moretaxes for years. Dave can do all types of tax returns.

I've used Michaels services since he aquired the Rothman Co., where I had been a long term client…read more I would highly recommend his organization as being up to date on tax codes, professional and very personable. I look forward to our annual meetings and the friendly exchange as he completes my taxes.

I just finished using McConnell Rothman for the second year in a row. Mike is extremely thorough,…read moretook over an hour to sit down and go over my financial information, even took extra time to go over my children's documents. All forms are filed and we discussed the right strategy for next year. Even suggested the best way to structure a few retirement products. If you are looking for a knowledgeable accountant with an understanding of finance, who is easy to deal with and knows the right way to approach taxes then I would give him a call. Makes the process a breeze and fees are right where they should be.

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.

Jason is responsive and on the ball. He helped me get a return on my taxes in 2026 and 2025. His…read morepricing is fair and he is willing to spend 1 on 1 time when needed. Great service, will continue to be a client.

I was happy with Jason's services. He's patient and flexible. I will probably see him again next…read moreyear. Thank you, Jason!