Affordable, experienced, and friendly.

We can sit face-to-face in September/October to address tax concerns. Call for an appointment. Visitors must be vaccinated and masks are optional until the next Covid outbreak. January through April, in-person visits are limited — please call to discuss in-person needs, as most returns can be done remotely.

All income documents, dates and payments of estimated taxes, proof of health insurance coverage, and a categorized list of deductions you may claim — such as mortgage interest, real estate and personal property taxes, medical expenses, charitable donations, college costs, child-care costs that allow you to work, MA rent paid, and water/sewer bills of MA residents over 65. As cash-basis taxpayers, deductions must have been paid, not just billed. We do not need miscellaneous receipts or bank statements for normal deductions; keep those for 3 years in case of audit.

Choose just one method — using more than one leads to errors and omissions. Drop off documents in a single envelope with your name, phone number and email on it, after calling your local office to confirm procedures; remove documents from original envelopes and use only a paper-clip. Mail them to your office (addresses above). Upload through the client portal as PDF files (not JPEG or PNG).

Offices throughout Eastern and Central Massachusetts — see the locations above.

Major life events — leaving or starting a job, having or adopting a child, marrying or divorcing, buying, selling or inheriting property, sending a dependent to college — can affect your taxes. Let us know about changes by email at [email protected], through the client portal, or by calling an office.