FreedomFolio

FreedomFolio

Reviews Summary

The reviews consistently praise the team's expertise, professionalism, and proactive approach to accounting, tax planning, and financial management. Clients highlight significant tax savings, streamlined systems, and stress-free experiences, particularly for small businesses, medical practices, and eCommerce. Responsiveness, tailored solutions, and deep industry knowledge are frequently mentioned, with many emphasizing strong recommendations for their services. The overall sentiment is overwhelmingly positive, with clients valuing the clarity, efficiency, and financial benefits provided.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
E-Commerce
Real Estate
QuickBooks
Xero
Gusto
Multi-state Experience
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
E-Commerce
Real Estate
QuickBooks
Xero
Gusto
Multi-state Experience
Remote Services

Contact Information

Address

53 State St Ste 500

Boston, Massachusetts 02109

Hours

Monday 9:30AM-5PM
Tuesday 9:30AM-5PM
Wednesday 9:30AM-5PM
Thursday 9:30AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

Running a medical spa, I needed clarity with my books and tax strategy. This team created an easy-to-manage accounting system and helped me save significantly on taxes. They're incredibly knowledgeable when it comes to small service businesses like mine.

I run a medical spa business, and managing finances used to be overwhelming. They streamlined my accounting, saved me on taxes, and set up an efficient financial system. Now, I have better clarity over my cash flow. Great service for small businesses!

This team transformed the way I handle my medical spa business finances. From tax savings to setting up a smooth accounting system, they took the stress off my shoulders. If you own a small business, this is the service you need.

Managing the finances of my small medical practice was a struggle until I started working with them. They built an efficient accounting framework and helped me reduce unnecessary tax costs. I finally feel in control of the business side.

Exceptional service! Freedom Folio provides tailored accounting and tax solutions, making financial management seamless. Their proactive approach and expert guidance have helped me save both time and money. Highly recommend for online business owners.

I struggled with taxes and accounting. This team made everything simple and helped me save on taxes. They built a financial system tailored to my needs, making bookkeeping effortless. Highly recommend for small businesses and startups!

I own a medical spa, and they completely transformed the way we handle our finances. They built a system that simplified accounting and saved me thousands in taxes. Highly recommended for small business owners!

My dental practice needed better financial management. They built an easy-to-use system that simplified accounting and significantly reduced my tax bill. Great service for medical professionals!

Before working with them, inventory tracking was a mess and tax filing was a nightmare. Now, everything?s structured and under control. Perfect for e-commerce sellers looking for clarity and cash flow stability.

If you're a small business owner, I 100% recommend working with Shirley and her team. They just take care of everything from the books, the tax planning (not just doing the return), & business coaching. They're proactive and as a business owner I just want a service provider to do their job without me being involved, which is exactly what FreedomFolio does.

needed help organizing my practice?s finances. They set up a seamless accounting system and helped me reduce my tax burden. Their expertise in handling small businesses, especially medical practices, is top-notch.

Before working with them, I struggled with taxes and financial organization for my doctor?s practice. They streamlined my accounting and set up a system that made everything stress-free. Best decision I made for my business.

Outstanding eCommerce Accounting and Tax Services! I have been working with Freedom Folio for over a year now, and I couldn't be more impressed with their eCommerce accounting, sales tax, and tax planning services. As an online business owner, managing the complexities of sales tax and financial planning can be overwhelming, but the team at Freedom Folio has made it incredibly easy. From the very beginning, they took the time to understand the unique needs of my business and provided tailored solutions th

Shirley and her team have given us fantastic insights into multiple tax saving strategies for our small business. She keeps her eye on the big picture of where we are now and where we hope to get to. She's very responsive and has the resources to help with my many questions. We appreciate working with Shirley and the people on her team!

I started working with FreedomFolio for my accounting needs about a year ago, and I couldn't be more impressed! As a small business owner, finding a reliable and knowledgeable accounting firm is crucial, and FreedomFolio has exceeded all my expectations. They helped me streamline my bookkeeping process by integrating QuickBooks seamlessly with my existing systems. This saved me hours of manual data entry each week, allowing me to focus more on growing my business. As part of their proactive tax planning f

I had the pleasure of working with Creliable Tax Consulting for my personal and business tax needs and was thoroughly impressed with their level of professionalism and expertise. They were responsive and answered all my questions in a clear and concise manner, making the whole process seamless and stress-free. The team at Creliable Tax Consulting clearly has a deep understanding of the tax code and they used their expertise to guide me through the entire process. Overall, I would highly recommend Creliable

I have worked with Shirley Liu for many years and it has always been a great experience. My tax situation was getting complicated last year as I was moving in between several states for job purpose. Shirley was extremely helpful answering my questions and prepare materials in a timely and professional manner. I would strongly recommend Shirley to anyone who is seeking tax filing service.

I have work with Shirley for many years. As a small business owner, Shirley helps me with everything that business owner needs, accounting, bookkeeping and taxes. She and her team are very professional and quickly response. Highly recommend!!!

Since becoming Shirley's client years ago, she has helped my family and my business save a lot of money. Shirley is also responsive and keeps an eye out for ways to save her clients money without you asking about it. There has been several instances this past year when I got checks from IRS due to tax credits that she applied for me and I had no idea! She alerts me on ppp and provides everything I need to get the funds as quickly as possible. I'm so glad that we have creliable on our side for everything fro

You and your team did a wonderful job preparing the tax return. We really appreciate that. I can tell that your firm has strong expertise in real estate, which is rare. Very few CPAs know how to handle real estate tax. We look forward to partnering with you and your team in future as we continue to grow our wealth.

Very good Tax service, you can communicate with Shirley, the CPA directly without communicating with other people. Response are quick and the tax return package is very professional with a list of all the forms she did for me. I highly recommend.

Worked with Creliable again for tax filing this year. The experience has been as smooth as it could be- just upload my documents and receive feedback from accounts. Shirley Liu offered great help as I have filings from different states. Very good experience overrall!

Working with Shirley to do my personal and business tax has exceeded my expectations. Shirley is extremely knowledgeable about different tax benefits that I was previously unaware about. I have already recommended her to a few colleagues!

Shan is referred by a friend and we really thank her for all the time and effort. She is extremely responsible and provides professional guidance in tax preparation! Great Service absolutely.

Great service! Shan is very patient, efficient and detail oriented. We had a review session after her first draft and patiently answered all my questions.

Has been great to communicate with and helped us a lot.

Professional and responsible! Great experience!

Great team and great service!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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