Northwestern Mutual: Civic Financial

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.

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.

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.

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.

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.

H&R Block, located at 205 Massachusetts Ave, Boston, MA 02115, offers accounting, finance, and tax consulting services. Reviews note knowledgeable and pleasant staff in some visits, while others report long waits, communication gaps, and occasional filing errors. The office presents as a professional tax service with varying guest experiences.