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Grimes & Company

Grimes & Company

Reviews Summary

Grimes & Co. receives mixed but generally positive feedback, with many praising their personalized service, knowledgeable advisors, and conservative investment approach, especially valued by retirees. Several clients highlight the team's professionalism, transparency, and responsiveness, finding the management fees justified for peace of mind. However, a few express dissatisfaction with performance, feeling their conservative expectations weren't fully met during market downturns. The firm's smaller size is seen as a strength, fostering closer client relationships. Most recommend them, particularly for long-term, risk-averse investors, though results may vary based on market conditions.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax

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

Tax Planning
Financial Advisory
Estate and Trust Tax

Contact Information

Address

1 Technology Dr #100

Westborough, Massachusetts 01581

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

?????????? I have been working with Grimes Company for over five years, entrusting them with significant portions of my after-tax and pre-tax retirement savings. My representative, Neil, is incredibly experienced and down-to-earth, making the entire process a pleasure. The support staff is equally attentive and responsive to my needs. While Grimes does charge a fee, I find it absolutely worth it. It alleviates the stress of constantly monitoring market conditions. During the pandemic, when stock values fl

Investing is not a short-term business. We have been with them for 4 years and have been very pleased. We are in our 80s, so we want conservative investments with reasonable returns. While the upside was not as great as some other mixes would have been, the downside wasn't either, and the latter was very important to us. It is not fun to pay the fee, but the net results are what matters. I can sleep well at night knowing our investments are in good hands.

In my many years dealing with various investment management firms, I always struggled to understand what they were saying and what they were really doing with my funds. Not so with Grimes - their focus is on their Customers. Grimes is a relatively small investment company, and they treat each individual as a person; not just another client. They spend the time to really understand their clients, and have a team-based approach for fund management - with the Customer being an important part of that team.

I've been working with Grimes & Company for many years on a personal and also recently on a business level. Their staff and service have always been top-notch and exemplary. I love to work with them because they are outstanding at what they do and always take the time to explain everything and make it easy for me to understand. Whether you are an experienced investor or just starting out, their team will help you accomplish all of your finance and retirement goals.

I have been working with Grimes & Company for several years and my experience over the years has been wonderful. My advisor is not only extremely knowledgable and professional, but also puts things in very easy terms for me to understand. The office staff and associates are also very helpful and personable. Grimes & Company is a smart, professional company that provides excellent service, and knows what they are doing. I'd recommend them without hesitation to anyone looking for outstanding financial advic

Having worked for many years with the team at Grimes & Company, they have consistently proven to be knowledgeable, trustworthy and patient. They take the time to listen to you input, create a plan together consistent with your investment goals and manage your money like it was their own. I highly recommend the Grimes team to family and friends!

Our family invested a significant amount of my mothers trust money with Grimes. After our preliminary meetings with Grimes and Company they offered a Risk Management Investment bond strategy as an alternative conservative investment. Their RMI bond fund worked by Grimes pulling the money out of the market when things looked risky and reinvesting when things looked better. Grimes required a 1% management fee. After doing the math, the anticipated return on our investment would have been about 25K a year aft

Tom Grimes is a good man. I was not pleased with the performance for the short time we had the company manage our money but the stock market was also way down and they can't control that. People remember stocks are risky if your a senior don't risk a lot in stocks.

I invested over 500,000 dollars with this firm for 2 years. I am 67 and told my advisor/salesperson Tom Grimes that I wanted it invested conservatively. It was 35% stocks, 15% liquidity, and 50% percent bonds. I lost 5 percent over the course of the time I had invested the money with the firm and the Down Jones lost 10%, SP lost 5%. I was not happy that the money was not invested conservatively enough. I picked them because they were in Barrons Magazine, but my feeling is that they take better care of their

I highly recommend Grimes & Co. I've been so happy with their support and services and I cannot recommend them highly enough.

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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