Simply the best care you can purchase for tax and financial management. I use this firm for both my…read moresmall business and my personal and estate tax planning, as well as my investments. Since switching to Kenn Freed's firm, I have realized significant financial growth in my holdings. Kenn and his associates are impeccably transparent and straightforward in their business dealings. They will help you set up a system which provides the appropriate detail for year end record keeping, and promotes honesty in your employees. Kenn personally represented me in a case with the MA tax court, resulting in savings in the hundred thousands. Furthermore, Kenn and his staff treated me with the utmost compassion, sensitivity and discretion, which are, as they say, priceless.

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.

Highly recommend Dave and his staff. I found him to be very knowledgeable regarding a recent…read moreproblem I had with estate taxes. Saved the day! Thank you!

We had one meeting with one of their financial advisors. He spent about 20 minutes with us. My…read morehusband sent him additional information so that he could guide us better, but the guy never followed up. We never heard from him again. Also, nice offices, but it doesn't look like anyone does any real work there. I would recommend finding a small, reputable office where service and the customer mean something!

From the owner: The further you go in your financial life, the more complex it becomes. That's why you need a…read morepartner who can help you plot a course. The Edelman Financial Engines office in Burlington is here for you, serving the area north of Boston and neighboring towns, including Waltham and Woburn. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Got a call this morning from this company, A fast talking young lady that I barely understood, ask…read moreme for some personal information without being willing to divulge what the call was about, why she wanted the information despite me telling her about all the fraud and scams going on in the world today I am reluctant to speak to anyone. Before she hung up she just said we'll try again later. I did manage to write the name of the company she gave me. Diversified Credit Services. Must have the wrong person if its credit debt, haven't had any for over 10 years. Would bump up the stars if she slow down when she speaks, tell people what your calling for, keep in mind that there are a lot of bad people out there doing a lot of bad things trying to defraud people. Although she seemed polite, everything was rush rush. when your calling people 60 and up, its hard keeping up.

I had my problems, but thought it was me...think this tells it all:…read more https://www.telegram.com/news/20191218/insurance-salesman-accused-of-preying-on-seniors

From the owner: Summit Financial Partners' approach to working with clients is one that is both relaxed and…read moreconfident. Our sound and well-researched solutions provide clients with solid financial plans. The areas of particular focus in our practice include: Preserving and protecting client assets to ensure financial independence Determining how to maximize Social Security and other retirement benefits to provide maximum retirement income Developing advantageous strategies for estate planning and asset distribution