CAPTRUST

Shervin Sadr, CFP® - Financial Planner, Wealth Advisor offers client-focused, clear financial planning in Boston. Clients praise top-tier portfolio management, transparent communication, and a stress-free process. He assists with restructuring finances, automating investments, organizing financial and insurance profiles, and guiding disability insurance options—delivering responsive, accountable service and experience serving physicians.

Dimov Associates, located at 867 Boylston St, Boston, MA 02199, provides accounting, finance, and consulting services with a focus on tax support. Clients praise swift, clear communication and expert guidance—from straightforward filings to crypto tax considerations and LLC needs. Known for catching deductions, proactive planning like SEP-IRA deposits, and a stress-free, professional experience they rely on year after year.

Tristan CPA offers accounting and tax services in Boston, MA. Clients applaud the team's availability for meetings, clear guidance, and expert tax optimization, often achieving larger refunds. Reviewers describe a stress-free experience, responsive communication, and easy document workflows, with long-standing relationships and multiple locations.

CB Unlimited Tax Consulting Corp. is an accounting and finance consultant located on the 2nd floor at 19-21 Meridian St in Boston. Reviews highlight Cecilia's tax and accounting expertise, with notes of over 20 years of experience, fast and efficient service, and helpful support for 1099s, ITIN numbers, and translations. Some feedback mentions a small, busy office; a rare negative experience exists with delays and poor communication.

Sandra Gilpatrick, CFP®, Wealth Consultant is a Boston-based finance professional helping clients with personalized, holistic financial planning. Located at 101 Federal St, Boston, MA, she takes time to understand each client's life and tailors advice for today and tomorrow. Reviews highlight her warmth, accessibility, clear explanations, and tools that empower clients, especially women, to take charge of their finances and future.

Hajiani CPA LLC provides trusted accounting, nonprofit audits, and tax services from 90 Canal St, 4th Floor, Boston. Clients praise deep nonprofit knowledge, mastery of IRS and state requirements, and consistently on-time delivery. The team is described as calm, professional, and responsive, with easy remote access through an online portal.