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Dennis & Associates, Cpa's

(28)

“I don't always get answers to the questions I have about my taxes, and I probably should have more guidance on managing my assets to minimize taxes, but have not directly asked for their help.”

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PKF Boston

(1)

4, 2, 3

“Look for George janes in the Quincy mass office”

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Brio Financial Planning

(1)

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“Her questions indicated her excellent training in financial services.”

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If you or anyone you know received Unemployment benefits in 2020, I recommend holding off on filing your tax return.nnThe Senate's just-passed COVID relief bill exempts the first $10,200 of 2020 Unemployment benefits from tax. This version must now be passed by the House before heading to the President for signing.nnIf this passes and you already filed paying tax on the full amount then I suspect those returns will have to be amended. The other possibility is the IRS figures it out for you and sends you any tax paid on the $10,200. Call me skeptical but the latter seems unlikely. We shall see.nnThis is the first time in memory (ever?) that changes to the law for the prior tax year have been passed AFTER filing season started. So you should be super extra nice to your tax preparer this year. í ½í¸...

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Grand Coast Capital

“Grand Coast Capital Group's investment strategy is to generate attractive risk-adjusted returns through real estate lending and investment opportunities. Our team, with over 40 years of real estate experience totaling $500M+ in transactions, takes a ...”

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Copley Equity Partners

On This Website.

“Pete joined Copley in 2019 and currently serves as its General Counsel. Prior to joining Copley, Pete practiced law at several prominent law firms in Chicago, most recently as a partner with Perkins Coie LLP. Pete has over 25 years of experience advi...”

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Jumbo Capital

(2)

Tenant

“I was a tenant for two years and had to move to California quickly during COVID.”

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Ann M. Taylor, Certified Public Accountant

Services For Quickbooks, Industries, Business Services

“Ann M. Taylor, Certified Public Accountant, P.C. is a public accounting firm licensed in MA. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”

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PRW Wealth Management

Employer Services, Wealth Management Services

“No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one...”

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John W McManus CPA

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are ...”

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Mary Ling CPA & Financial Services

Import and Export, Computer, Equipment Repair, IT Consulting, Audit, Review and Compilation

“Her services include, but are not limited to, accounting, bookkeeping, tax return preparation, payroll, financial statements, and tax planning. She is well-versed in the most current tax laws affecting individuals, corporations, partnerships, LLCs, t...”

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South Shore Wealth Management

(1)

“Great firm, sent this as a recommendation to a client whose daughter needed help with an education savings plan.”

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AGS Tax Group

(27)

Part-Time CFO Services, Services For Individuals, Reviews - Compilations

“The accountants demonstrated a high level of competence, carefully reviewing all documents I provided and offering detailed information at each stage of the filing process.”

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TBS Tax Services

(48)

Individual Solutions, Tax Solutions, Business Solutions

“But Mauro and the TBS team didn't just stop at answering questions - they went above and beyond to make sure I felt supported and confident in their expert care.”

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McConnell Rothman & Co.

(50)

Business Services, Tax Services, Accounting

“I've been having my financial papers and tax work handled by them (specifically Brian Swensen) for years and they've always been extremely professional, diligent, and helpful.”

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Hajiani CPA

(48)

Trust
Questions
Responsive

“In addition to their attentive service each year for my family's somewhat complicated tax needs, they've helped me retroactively resolve costly clerical errors by a well-known tax service.”

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Costello Tax Associates

(19)

“Best of the best”

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EMJ Financial Services

(26)

For Small Businesses, Bankruptcy Options That Work, Additional Services

“- customer service has been amazing (nice mixture of the reality of your financial situation combined with actionable steps on how to remedy when needed)”

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Kelly Financial Services

(48)

Portfolio
Accounts
Goals

“It's easy to do business with Kelly and I've been very happy with the results (especially in this financial climate) and the continued professional service”

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Miller CPA

(48)

Knows
Team
Work

“Dave and his team were highly communicative and ensured that everything was filed on time even though I was receiving forms all the way through late March.”

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Taxpro House

(9)

“Friendly, accommodating, and always helpful.”

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Quality Tax and Business Partners

(45)

Feel
Tax Return
Small Business

“If I showed up without some important information, she never made me feel bad about it, and was very accommodating about scheduling a time for me to bring the missing documents.”

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Thorn Law Group

(11)

Partnerships, Banks, Small and Mid-Sized Companies

“That being said, my family and I have hired several tax attorneys over the years for difficult matters but none has been as knowledgeable and as effective as Mr.”

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Concierge Wealth Management

(14)

Life Planning Services, Personal Financial Planning Services, Wealth Management

“As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future.”

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Jacob I Zuber, CPA

(1)

Services For Quickbooks, Industries, Business Services

“Friendly, easy to work with, generous, and very well-informed and informative.”

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Average Cost	$3464
Minimum cost	$1155
Maximum cost	$9813
Avg Per Hour Rates	$347

Best Financial Advisors in Quincy, MA

The highest-rated Financial Planning & Wealth Management companies out of 154 vetted & reviewed in the Quincy area.

Dennis & Associates, Cpa's

PKF Boston

Brio Financial Planning

Grand Coast Capital

Copley Equity Partners

Jumbo Capital

Ann M. Taylor, Certified Public Accountant

PRW Wealth Management

John W McManus CPA

Mary Ling CPA & Financial Services

South Shore Wealth Management

AGS Tax Group

TBS Tax Services

McConnell Rothman & Co.

Hajiani CPA

Costello Tax Associates

EMJ Financial Services

Kelly Financial Services

Miller CPA

Taxpro House

Quality Tax and Business Partners

Thorn Law Group

Concierge Wealth Management

Jacob I Zuber, CPA

Retirement Planning and Investment Management Services in Quincy, MA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Quincy

Popular in Quincy