William N Ryan, CFP

Great service! Highly recommend!
Used to doing taxes online in the past. Saw Bill Ryan this time. Convenient and nice office location. Personally went over everything in detail and very patient and attentive to questions during the filing process. Seems to love his job and you can feel the enthusiasm. Helped with some issues with prior returns as well. Also got answers to general tax questions/​process and financial advice as well. Very happy with the process and return. Again, highly recommend!

Honest, knowledgeable, trustworthy, and an all around good guy. Bill Ryan is the best! He makes doing taxes easy and actually enjoyable. Hard to believe, I know, but it’s true.
I’ve been using him for about 8 years. Over the years, I’ve found him to be extremely responsive in communication. Anytime I have a tax question, I email him, and he gets back to me within a couple hours. He also is very personable. My wife and I have some laughs with him every year when we see him.
Bill is also really good with independent contractors. I’m a real estate agent myself. He had very helpful tax strategies, such as setting up an S Corp for my business that I never would have thought of. I’ve also reached out to him with tax questions for my clients and he is always incredibly generous with his time.
There are not many people within any industry that I recommend as enthusiastically as I do for Bill. Do yourself a favor and call him — You will not regret it!

Based on reviews, I sought out his services for 2014 tax prep. He asked minimal questions and inputted the information as I sat and waited (approximately 45 minutes). He doesn’t return emails and although he was congenial I don’t feel confident that he devoted adequate attention to detail. I’m sure for simple returns with minimal deductions, he is fine.

Only been once but plan on making this my go-​to for all tax and financial planning purposes. Bill is such a nice and helpful guy — we really sat and squeezed out every possible deduction to include on my tax return. Highly recommend.

Last weekend was out first time going to Bill or any other accountant to do our taxes in a decade or more, as we’ve been using Turbo Tax for years. However, 2012 was a crazy year for us as we re-​located from NJ back home to MA, changed jobs, rolled over a 401K and had multiple stock sales.
So like every recent year, we bought TT again this year and were basically satisfied with the answers, although we owed $ 4100 to the IRS and $ 681 to MA we were getting $ 3990 back from NJ. That seemed reasonable given the income from last year. Still we wanted to double check our work on TT and we also wanted to establish a relationship with an accountant who could also provide advice going forward as to how to best position ourselves for next years taxes. My wife and I are almost 50 so we also were also looking for someone to validate the positions we had taken financially to prepare for retirement.
We found Bill on Unilocal and even though we live in Boston where there were other five star rated accountants, we liked the fact that he was praised for both his tax services and his financial advice. Also, he was noted as having a friendly and easy going personality (Which some of the other five star accountants defiantly did not have according to their reviews). We didn’t want to start off a potential long term relationship with any one who was a dick, no matter how brilliant.
Bill has a nice location in an office park in Quincy off Willard Street. We arrived on time and so did he. We liked Bill immediately as he was engaging and friendly and not stuffy at all. He even had Red Sox World Series memorabilia on his walls which immediately signaled to me that he was A NORMAL PERSON.
Anyways, Bill found that we had made a mistake on TT by erroneously listing our stock sales. As far as TT was concerned, no red flags popped up because the error was inputted incorrectly by us. TT didn’t know and we didn’t know either, but Bill knew.
The error would have been costly. Instead of the figures above, it turned out that we actually only owed the IRS $ 798! Our NJ refund was increased by over $ 200 and our debt to MA turned into a refund of almost $ 200.
All tolled, Bill saved us almost $ 4500. After his fee of $ 275, we still saved well over $ 4000. We obviously enjoyed our first meeting and will schedule another more comprehensive meeting to evaluate our goals and current positions after the tax season ends and Bill is less busy.
Bottom line here is that Turbo Tax is a great product, but nothing beats discussing your tax obligations with a human being. We would HIGHLY recommend Bill Ryan to anyone looking for an exceptionally competent accountant/​financial planner in the Metro South or even in the Boston metropolitan area. THANKS BILL!

I have known Bill now over at Ryan financial Strategies for a year or so. I’m not one to vouch for people often as it’s hard to impress me but Bill is truly one of the best in the business when it comes to what he does. He always tells it like it is and is always a pleasure to deal with. Bill is one of the most honest hardworking guys I know, I highly recommend anyone who reads this give Bill a chance, you will not be sorry.

I contacted William Ryan after he was recommended to me by a friend. I needed help with my taxes as well as advice as to how to invest for the future. Mr. Ryan made me feel very comfortable as he explained the various different options I had and gave me his professional advice without the pressure of any hassle. Not only have I been delighted with the service Mr. Ryan has provided me with my taxes, but I now have a ROTH IRA and he advised me on the purchase of my first home. It is a pleasure to work with someone who legitimately cares about their clients as Mr. Ryan does. Do yourself a favor and give him a call. You will not be disappointed that you took your business to him!

After college I went with one of the larger financial companies to help me prepare for the future as well as keep my current finances in order. It was a terrible experience and I ended up getting roped into a lot of things I did not currently need, such as an excess of life insurance. Then about three years ago I dropped the larger company and went with Mr. Ryan. Not only is he able to simplify things so I can understand them, but he does not try and get you to put your money in places it does not need to be just so he can make an extra buck. He preps my taxes, helped me through a home buying process, set me up with a Roth, and is available and easily approachable when I have any financial questions. Peace of mind with your finances is a great thing.

Bill has been preparing my taxes & my investment adviser for the past 4 years. He is always a pleasure to deal with and very knowledgeable about both. He always makes himself available to for any questions or concerns I have and gets back to me quickly if he isn’t available. Bill’s expertise has repeatedly helped me over the years in making wise investment decisions as well as saving me the time & hassle normally associated with tax returns.

Bill was recommended to me from a friend and I started meeting with him 3 years ago. He is easy to work with and very knowledgable about taxes and financial planning and could explain it to me (a non finance person) so that I could understand it, meeting with him is way better than my exerience at other chain places. The first time I met with him he went through my previous returns that I had done elsewhere and just by asking a couple of questions he found savings that I should have had from classes I took for work, he ammended the returns and I got some extra cash back, I didn’t even know you could do that! Since then I’ve been going back to him for my taxes and for help with retirement savings plan — I think I would be financially lost with out him.