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Best Tax Services in Newton
2021

We scored 34 Tax Services in Newton, MA and Picked the Top 15

Here are the Picks:

AGSTAX Group

Bernstein Tax Services

Cathy Capuano

CK Tax Service

Diane O’Brien

DukhonTax

eTax Professional

Ethan Sawyer Tax Services LLC

IM Financial Solutions

Jason A. Pesaturo

Loretta M. McClary, Esquire, LLC

Quality Tax & Business Partners

Tax Pro House

Taxaway Tax Preparation

The Medford Tax Experts

Why These Tax Services?

Our goal is to connect people with the best local experts. We scored Newton Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 34 26 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

AGSTAX Group

AGS Tax Group provides tax planning and preparation services to clients in Newton and throughout the Boston metropolitan area. Its team also handles tax problems including IRS audits, wage garnishments, asset seizures, and bankruptcy. Clients can log in to the company's online Tax Center to download forms, access tax due dates and track their tax refunds. Other services offered include personal financial planning and forensic accounting. Services are available in English, Spanish, Hebrew, and Chinese.

Click to Call

1007 Chestnut St
Newton, MA 02464

Website

(617) 840-0982 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 (Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 595

Bernstein Tax Services

Bernstein Tax Services is a tax advisor offering his services to residents in Brookline, Massachusetts. Dan, the founder and sole employee, is an Enrolled Agent, which means he is a federally-authorized tax practitioner who has shown competence in taxation and is allowed to represent taxpayers before the IRS by the U.S. Department of the Treasury. Bernstein Tax Services is available all year round and offers tax preparation, tax planning, and tax problem resolution. Dan keeps his client base small so each one can receive his full attention. Bernstein Tax Services also offers free consultation by phone, email, or by an in-person meeting.

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Brookline, MA 02446

Website

(617) 608-3077 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cathy Capuano

Cathy Capuano is a locally owned and operated accounting service that has been serving in the Stoneham, Massachusetts since 1986. Cathy Capuano gives each of their clients their full attention and a customized plan for dealing with their tax problems. Cathy Capuano has been a tax professional since 1986, with more than 25 years of experience in the industry and stays constantly updated on current tax laws to serve their clients better. Cathy Capuano can provide tax resolution, preparation, representation, planning, and consultation, along with IRS help and corporate tax relief. Cathy Capuano also offers weekend appointments for clients with a busy schedule.

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Stoneham, MA 02180

Website

(781) 361-9806 Website

CK Tax Service

CK Tax Service is a tax firm offering their services to the Natick, Massachusetts and surrounding areas. CK Tax Service can aid in many ways concerning tax problems and guidance, such as business entity selection, estate and trust tax preparation, IRS representation, and tax preparation and planning. Clients can also find many resources on the company’s website, including financial calculators, record retention guides, IRS forms and publications, tax rates and due dates, and more. CK Tax Service is a member of the National Association of Enrolled Agents, the Massachusetts Society of Enrolled Agents, and the Financial Planning Association.

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Natick, MA 01760

Website

(508) 653-0045 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Diane O’Brien

Diane O’Brien is an Enrolled Agent that started her business in 1997, located in Swampscott, Massachusetts and can provide her clients with individual returns, corporate returns, partnerships or fiduciary, and estate-tax preparation. Diane O’Brien has more than 19 years of experience preparing taxes. She previously served as a senior manager at Tax Man, Inc. in Cambridge, assisting clients with back-tax returns and audits. Diane also has a Bachelor of Arts degree in Theatre Arts that she received from Nazareth College and makes it a point to help actors, writers, artists, and musicians. Diane O’Brien specializes in consulting for small business owners and the self-employed and is licensed to file taxes electronically in all 50 states.

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Somerville, MA 02144

Website

(617) 591-8383 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

DukhonTax

Dukhon Tax is a Brighton, Massachusetts based, boutique tax firm that has been practicing in the Greater Boston area since 2011. The staff at Dukhon Tax are Certified Public Accountants and hold advanced degrees in accountancy, taxation, business management, and other disciplines. Dukhon Tax clients are located across the globe, as far as Europe, Asia, and South America, however, the firm will also conduct business with local street shops and area entrepreneurs. Dukhon Tax services include year-round tax services, accounting, advisory and planning, portable CFO, and payroll services. Dukhon Tax also uses a cloud-based work environment to improve efficiency and ease of business.

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Brighton, MA 02134

Website

(617) 651-0531 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

eTax Professional

eTax Professional is a tax, financial, and accounting company that was founded by William Salinas, who is an accountant and registered tax preparer with years of experience in tax advisory. eTax Professional is located in East Boston and specializes in the preparation of income tax returns for both individuals and corporations. eTax Professional offers many services including tax preparation and planning, audit reviews, payroll services, business marketing and reports, bookkeeping, accounting services, immigration visa and similar services, and more. The company also conducts computer and English classes for individuals who need the education. eTax Professional can provide a free estimate for their services and is Spanish speaker friendly.

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Revere, MA 02151

Website

(857) 244-3678 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Price: 75

Ethan Sawyer Tax Services LLC

Ethan Sawyer Tax Services is a tax office located in Malden, Massachusetts. Ethan Sawyer started his practice in 2005 and specializes in federal and state tax preparation for individuals and small businesses, bookkeeping, tax planning, federal and state audit representation, preparation of responses to IRS and state letters, electronic filing of current year tax returns, and preparation or amendment of prior year tax returns. Ethan earned his Master’s Degree in the Science of Taxation at Bentley University and has also gained the title of Enrolled Agent. He is also a member of Malden Chamber of Commerce, an Enrolled Agent and a member of the Massachusetts Chapter of the National Association of Enrolled Agents.

Click to Call

Malden, MA 02148

Website

(781) 605-2188 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

IM Financial Solutions

IM Financial Solutions is located in Newton, Massachusetts and works with any client within the United States or India. IM Financial Solutions offers a wide variety of tax, bookkeeping, payroll and consulting services. Neil Mukherjee founded the business in 2008 and has more than 15 years of experience in financial analysis, corporate compliance, and tax and financial auditing. He also earned an MBA at Southern Illinois University, a Chartered Accountant and Cost Accountant from India, a Certified Public Accountant, and a Certified Information Systems Audit. IM Financial Solutions services include business and personal tax preparation and planning, IRS representation, international tax consulting, Financial statement analysis, QuickBooks training, payroll services, and much more.

Click to Call

Newton, MA 02464

Website

(781) 999-4343 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Jason A. Pesaturo

Jason A. Pesaturo is a tax preparer offering his services to individuals in the Medford, Massachusetts area. Jason Pesaturo specializes in federal and Massachusetts individual income tax and has over 17 years of personal income tax experience. He also earned a Master’s Degree in Taxation at Suffolk University and has also earned the title of Enrolled Agent. Jason Pesaturo has experience as a former tax examiner at the Massachusetts Department of Revenue and a former tax examiner at the Massachusetts Department of Revenue. Jason A. Pesaturo has a list of prices for his services on his website and offers discounts for senior citizens and clients who opt for a paperless return filing.

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Medford, MA 02155

Website

(339) 221-0167 Website

Loretta M. McClary, Esquire, LLC

Loretta M. McClary Law is a tax advisor located in Waltham, Massachusetts. Loretta McClary founded her practice in 1997 and specializes in individual and small business tax planning and tax compliance services. She can provide tax planning and tax compliance services to individuals, trusts and small businesses operating as corporations, partnerships, and limited liability companies. Loretta M. McClary Law tax planning and preparation services can help with delinquent taxes, estate tax planning and returns, late filing, payment plan assistance, IRS audit assistance and representation, prior year tax returns, tax reduction planning, W-2 and W-4 calculations, and more.

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Waltham, MA 02453

Website

(781) 801-0282 Website

Quality Tax & Business Partners

Quality Tax & Business Partners is a collective team of tax experts that have established a tax planning and consultation business in Medford, Massachusetts. Quality Tax & Business Partners consist of tax preparers, Enrolled Agents, CPAs, attorneys, mortgage brokers, insurance specialists, college planners and financial planners. Quality Tax & Business Partners provides year-round services, providing consultation for tax planning, tax issues, and related questions. The business specializes in the preparation of individual and small business tax returns and can also aid in partnerships, payroll services, bookkeeping, and financial planning, S-Corps, estates, and trusts. Quality Tax & Business Partners offers one-on-one consultation and is an authorized IRS e-file provider.

Click to Call

Medford, MA 02155

Website

(781) 391-1906 Website

Reputation: A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.9 / 5 (Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tax Pro House

Tax Pro House is a tax preparation and accounting business, offering their services in the Everett, Massachusetts area. Tax Pro House has a broad range of services for business owners, executives and independent professionals. Their services can help with tax preparation and planning, tax problem resolution, IRS audit representation, back taxes, IRS liens and levies, IRS wage garnishment and seizures, OIC, bankruptcy, innocent spouse relief, small business accounting, payroll services, cash flow management, and much more. Tax Pro House also offers resources on their website, including financial guides, calculators, tax forms, and internet links to related advice and subjects.

Click to Call

Everett, MA 02149

Website

(617) 649-6700 Website

Taxaway Tax Preparation

Taxaway Tax Preparation Services is a tax preparer offering his services in the Brighton, Massachusetts area. Joseph Kirchgassner is the owner and sole employee of Taxaway Tax Preparation Services and has over twenty years of experience preparing taxes and has been an Enrolled Agent since 2001. Joseph specializes in tax preparation for the self-employed, rental owners, multiple states, and nonresident aliens. Joseph Kirchgassner’s tax preparation services are offered year-round by appointment only, with trust and gift tax returns being prepared as well. Taxaway Tax Preparation Services can offer tax preparation, IRS letters and audit representation, installment agreement, and OIC.

Click to Call

Brighton, MA 02135

Website

(617) 794-4084 Website

The Medford Tax Experts

The Medford Tax Experts is dedicated to reducing the stress their clients may have when doing their taxes. The Medford Tax Experts is located in Medford, Massachusetts and has over thirty years of tax experience in the area. They can aid in file tax returns and solve tax problems, help individuals and businesses to comply with tax regulations, assist civic and social associations to maintain their good standing and non-profit status, and examination and audit assistance. The Medford Tax Experts is available all year round and are members of the National Association of Enrolled Agents, MA Society of Enrolled Agents, National Association of Tax Professionals

Click to Call

Medford, MA 02155

Website

(781) 219-4206 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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