Tax Preparation

Looking for your Online Tax Organizer?  Select here.

Looking for Options to pay your Tax Bill to the IRS or State Authorities?  Select here.

Check out what is included in your tax preparation fee.

Appointments and Scheduling

Due to renovations at our Braintree office all appointments through the tax season are in Quincy at the Marina Bay office.  The address is 500 Victory Road, Suite 400, Quincy, MA 02171.

All mail and tax document drop offs are accepted at both offices.

If you need to discuss your tax situation forms or have a quick question, you must set up an appointment on my calendar.  By doing this, I can speak to you without any interruptions.  You may use the “customer follow up” or “document review” options.

You may drop off your documents at our Braintree or Quincy location.  Any questions,  please contact us at 508.203.1676. 

How to Share Information

Intuit Link​ is an online tax organizer (questionnaire) which allows you to answer questions about your current tax situation and uploads your documents (even via mobile phone) in an organized manner. It’s an easy to use data collection service integrated with Intuit. You can keep track of submissions and missing information. This option allows you to access your documents and tax returns all year.

Sharefile​ is our online portal which allows us to securely share documents with you. Also, you may upload files, such as your Turbo Tax file (as requested). It does not have a questionnaire or track missing information. It is solely used to share files, such as spreadsheets, Power of Attorneys, tax forms, etc., securely.

Lillian is our Executive Administrator. She will reach out to you regarding appointments and confirm receipt of all necessary documents for the preparation of your returns. She will also ensure that all communications regarding your tax and accounting needs are brought to my attention.

**Massachusetts Resident April 17, 2019 deadline – “the Internal Revenue Service (IRS) has announced that because of these two legal holidays, Massachusetts residents’ federal tax returns that would normally be due on April 15, 2019 will be treated as timely if filed on or before April 17, 2019. For Massachusetts tax purposes, returns, payments made with returns, and estimated payments otherwise due on April 15, 2019 will be treated as timely if they are filed and/or paid on or before April 17, 2019″