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Accounting reviews in Lynnfield

  • A
    I had a very good experience with them.  I want other members to know that they are wealth management company that are full service, they do everything.  There a very few people who knows about them but they are good.  I have been with them for ten years and the service is ongoing.  They manage my money monthly.  The cost is like 1% of my net worth.  The service is very good overall.  I chose them because of their level of attention.
    - Laura N.
  • A
    I meet with Bob on a quarterly basis, so he can keep me current with tax changes that are pertinent to me and my business. Our most recent meeting could not have gone better, as Bob provided me with guidance that will provide our firm with several thousand dollars worth of tax savings for 2014 !
    Bob is never in a hurry, and always appears to have spent a great deal of time, in advance of our meetings, as he is so well prepared. As my work week, like many folks is jammed, Bob scheduled me for an early Saturday morning meeting and we got everything done in less than an hour ! He mails out questionaires for me to complete prior to our meetings, and sends me a monthly newsletter about tax laws and interesting ideas for me to consider.
    Like many business owners, I have received letters from the IRS and State tax departments stating I owed them additional data or had under paid my taxes. The two times this has happened, at no cost to me, Bob handled the situations with professionalism and quickly cleared up the issues and the mis-understandings of the tax departments.
    Bob is dependable, trustworthy and has a very and quot;likeableand quot; personality. His attention to detail is quite impressive, and his thoroughness is admirable. I am very pleased with the work Bob has provided me, my family and my business and would urge anyone looking for a competent and trustworthy tax adviser to call Bob for a meeting and see for themselves.
    - Eugene E.
  • A
    I screwed up my taxs and got behind. This guy calmed me down and took control of my situation. Slowly but surely I'm tackling it. Before using Robert's services I felt so overwhelmed and helpless. He's my guy for life now.
    - Zack M.
  • A
    - Janet L.
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Accountants in Lynnfield

Companies below are listed in alphabetical order.

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