Kelly Financial Services LLC

Liberty Tax at 536 Dorchester Ave, Boston, MA 02127, serves the South Boston area with professional tax help. Reviews highlight Sam Trotman, a trusted tax pro who goes above and beyond, even spotting employer errors and recommending W-4 updates for smoother future filings. While praised for service, some customers note rising costs and a critical view of advertising practices.

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.

Boston Tax and Payroll delivers tax, payroll, and accounting guidance in West Roxbury, MA. Reviews highlight George’s clear explanations, attentiveness, and timely advice that puts clients at ease. Services referenced include LLC vs INC guidance, business incorporation, payroll setup, and corporate and personal returns. One review mentions a past staffing issue and a recent ownership transition.

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.

Based in Boston at 131 Dartmouth St, Dukhon Tax and Accounting LLC provides modern, strategic tax and accounting services. Clients praise the team for identifying missed deductions, delivering timely results, and guiding busy entrepreneurs. Services include tax advisement, bookkeeping, financial modeling, CFO support, and business development, with a proactive, forward-thinking approach for startups and growing firms.

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.