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Cyndie Barone, CFP & Associates's Status: LAND OF THE FEE OR CAN YOU HEAR ME NOW - January 2012 Blog Posting just updated. Read all the dirt about who was naughty and who was....naughty in 2011!
Tax preparation, tax planning, life and long term care insurance, small business consulting, FAFSA application preparation, notary and other related services.
"Hottest" Selling Service
Preparing returns for sole-proprietors, FAFSA application preparation, small business consulting.
Specializes In
We specialize in tax preparation for the self-employed and first time landlords. We are open year-round unlike storefront offices, and can prepare and file returns in every state.
Customer Can Expect
As a client, you get personalized, quality service. We strive to make taxes less taxing by offering weekend and evening appointments, as well as consultation by mail, email or phone.
What Sets Us Apart
We are open -year round; offer appointments in the evenings and weekends to accommodate your busy schedule. We can prepare returns and efile in every state. Two convenient locations - Waltham, MA and Concord, NH.
Education
Boston University • Boston, MA - Certificate Financial Planning
Rutgers University • Camden, NJ - B.A. Psychology
Licenses
Certified Financial Planner (1996)
Notary Public (MA)
Real Estate Salesperson License (MA)
Life, Health/Accident Insurance License (MA, NM, CA, PA, OK)
Long Term Care (MA, NM)
Variable Annuities (MA, NM, CA, PA, OK)
FINRA Series 7, 6, 63 (MA, NM, PA, CA, CO, NH, PR, OK, NC, WA, GA, NY)
U.S. Association of Notaries
