Individual tax
Complex returns, equity compensation and multi-state filing.
Certified public accountants
Numbers you can stand behind
Tax planning, preparation and advisory for professionals, families and growing companies in Massachusetts.
Year-round planningIRS representationSecure client portal
Your photo here
IRS e-file provider
Secure document upload
Open year-round
Servicio en español
What we do
Our services
Business tax
S-corps, partnerships and C-corps.
Tax planning
Strategies during the year, not just in April.
IRS representation
Notices, audits and payment plans.
Advisory & CFO services
Budgets, cash flow and financial reporting.
Trusts & estates
Fiduciary returns and estate tax.
A partner, not a once-a-year visit
About
Every client has a dedicated CPA who knows their history, answers their questions and plans ahead with them.
1988Founded
11CPAs on staff
1Dedicated CPA per client
What to bring
- W-2s and 1099s
- Photo ID and SSN or ITIN for everyone on the return
- Last year's tax return
- Form 1098 (mortgage) and property tax
- Childcare and education receipts
- Bank info for direct deposit
How it works
Three simple steps
Book or drop off
Visit us, upload securely or send documents by phone.
We prepare and review with you
We look for every credit and deduction you qualify for and explain the result.
E-file and follow-up
We file, track your refund and stay with you if the IRS sends a letter.
Reviews
What clients say
They explained every line of my return. Next year I am coming back with my brother.
Our books were a mess. Three months later we finally know our numbers.
Fast, clear prices and they answered my questions at night through the chat.
In your site, these sync from your Google Business Profile.
Available 24/7
Ask our assistant, day or night
- Answers in English or Spanish in seconds
- Books your appointment on our calendar
- Lets our team know right away
Questions
Frequently asked questions
Do you work with small businesses?
Yes, from startups to established companies.
Can you help with an IRS letter?
Yes. Send it through our secure portal and we will review it.
How do you charge?
Fixed fees agreed in advance for most services.
Do you file in other states?
Yes, we handle multi-state returns.
Contact
Let us help you
Send us a message and we will get back to you quickly. You can also chat with our assistant now.
Call us(617) 555-0149
HoursMon–Fri 8am–6pm · extended hours in tax season
LocationBoston, MA