We provide tax preparation, small business consulting, bookkeeping, life and long-term care insurance and other related services. Offering 100% paperless processing to save you time and money, there is no need to set an appointment, take time off from work, or make copies to mail or drop off. Simply upload your documents to our client portal. You will receive a digital copy of your completed return and you can pay for our services on line. Nothing could be easier because we strive to “Make Taxes Less Taxing”.
Phone
(866) 431-9580
Address
242 Lowell Street Ste. 1 Waltham, Massachusetts 02453
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.
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
Certifications
IRS Registered Tax Preparer (RTRP)
IRS Annual Filing Season Program (AFSP)