Tax Preparation

**We are not accepting new clients (for tax preparation) at this time – December 2021.  We may accept new clients in May 2022.


Tax Preparation Process

Tax Organizers

Looking for your Online Tax Organizer (IntuitLink)?  Select here.

Looking for our customer portal??  Select here

Need to pay IRS or State Tax Authorities?  Review options to pay here.

Looking for to pay S. Davis invoice?   check your email (credit cards and ACH, accepted) via Square.


Appointments and Scheduling

All appointments 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 (see below).  By doing this, you can meet without any interruptions. 

You may indicate 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.

Client Portal​ 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.


Meetings/appointments to finalize your returns are optional.  A review of preliminary return is required to ensure all necessary documents were included for the preparation of your returns.

We will also ensure that all communications regarding your tax and accounting needs are brought to our senior accountant’s attention.