Financial Advising near Natick, MA

“As tax season approached this year, I was faced with the daunting task of finding a new accountant. I was very lucky to have found Rhee + Company in South Natick, MA.

From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations.

The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management.

I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.”

“Rich helped me create a retirement plan for my staff and me. He helped me understand the type of plan that fits our business best, and made it quick and easy to create the plan. He met with each employee to help them determine their contributions and investment options. Rich is really knowledgeable and my go to person for personal and business financial planning.”

“Outstanding service. I was amazed how quickly they could turn the taxes around. You can tell they are very knowledgeable; they spotted a huge error that our previous tax accountant made that cost us a lot of money. I was shocked on how reasonable the prices were. They work great under pressure and on the ball. Our office has dealt with many accountants over 19 years and O'Brien's Tax service by far is the best we have come across. My only regret is I wished I found them sooner.”