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Best Tax Services in Newton

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AGSTAX Group logo
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AGSTAX Group

1007 Chestnut St, Newton, MA 02464
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Business Description

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.

Reputation:

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.
4.6
Facebook
5.0 / 5 (16)
Google
4.1 / 5 (13)
Yelp
4.5 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Detail
Bernstein Tax Services logo
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Bernstein Tax Services

Brookline, MA 02446
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Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Detail
Cathy Capuano logo
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Cathy Capuano

Stoneham, MA 02180
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Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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CK Tax Service logo
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CK Tax Service

Natick, MA 01760
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Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Diane O’Brien logo
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Diane O’Brien

Somerville, MA 02144
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Business Description

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.

Reputation:

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.
3.8
Yelp
4.0 / 5 (39)
Google
2.7 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
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DukhonTax logo
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DukhonTax

Brighton, MA 02134
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Business Description

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.

Reputation:

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.
4.8
Google
4.7 / 5 (7)
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
eTax Professional logo
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eTax Professional

Revere, MA 02151
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Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Ethan Sawyer Tax Services LLC logo
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Ethan Sawyer Tax Services LLC

Malden, MA 02148
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Business Description

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.

Reputation:

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.
4.1
Facebook
4.1 / 5 (24)
Google
4.1 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
IM Financial Solutions logo
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IM Financial Solutions

Newton, MA 02464
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Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Jason A. Pesaturo logo
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Jason A. Pesaturo

Medford, MA 02155
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Business Description

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.

Loretta M. McClary, Esquire, LLC logo
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Loretta M. McClary, Esquire, LLC

Waltham, MA 02453
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Business Description

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Quality Tax & Business Partners logo
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Quality Tax & Business Partners

Medford, MA 02155
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Business Description

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.

Reputation:

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.
4.9
Facebook
4.8 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Taxaway Tax Preparation logo
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Taxaway Tax Preparation

Brighton, MA 02135
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Business Description

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.

The Medford Tax Experts logo
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The Medford Tax Experts

Medford, MA 02155
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Business Description

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

Reputation:

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.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Back to Providers

Frequently Asked Questions

Introduction

In the early spring of every year, nearly everyone has a decision to make — should you try to file your taxes on your own or hire a tax professional? There are pros and cons to each option. For example, hiring someone to do your taxes isn't free, but it will ensure that you can take advantage of everything at your disposal when filing your tax returns.


Ultimately, the decision about whether to hire a tax professional will come down to factors such as the complexity of your tax situation and whether you'll be able to file them on your own.

When can I file my taxes?

You can file your tax returns between getting access to your annual income information and Tax Day. In most years, federal Tax Day occurs on April 15, but in 2020 and 2021, tax deadlines were delayed because of COVID-19, extending the filing period. 

How much do you have to make to file taxes?

State and local minimums to file taxes vary concerning where you live. The federal minimums fluctuate depending on your age, filing status, and tax year. For example, if you filed in 2020 as single and under 65 years of age, your income needed to be at least $12,200.

Do I have to file taxes?

If your income over a calendar year exceeds the threshold for your age group and filing status, you must file a federal tax return for that year. State and local rules vary. For example, there are some areas that don't have income tax at all and have different rules for filing taxes.

What happens if you don\'t file taxes?

If you don't file and pay your taxes by the deadline, unpaid taxes will incur interest up to 25% of the unpaid amount. This, in addition to the unpaid amount, will be what you owe the IRS. Different states treat unpaid taxes differently and penalties range from fines to jail time.

How do I file taxes?

Filing taxes involves getting your annual income documents and statements and filling out a tax return, which will tell you the amount you owe for the year. You can choose to fill out your returns yourself and mail them or file online. Or, you can hire a professional to fill out and file the returns for you.

How do I file taxes for free?

There are several services that offer free filing of federal tax returns. The most notable are online services, including IRS.gov and TurboTax. You can also look around for community organizations that offer tax filing for free as a service for community members, including the local library.

Should you pay someone to do your taxes?

If you're concerned about getting everything right and paying the right amount, you may want to hire someone to fill out and file your tax returns for you. You don’t need a tax accountant, but many people prefer not to have to worry about their taxes every year.

What is a tax accountant?

A tax accountant is a professional who receives training in federal, state, and local tax laws, codes, and proceedings. They are qualified to assist individuals in filing their taxes and are usually in a private practice or employed by a professional tax service.

What do tax accountants do?

Tax accounts ensure their clients' tax returns are filled out and filed correctly. They also advise clients on the correct documents to bring to their appointment and make sure they're aware of every credit or deduction available to them based on their specific circumstances.

How much does it cost to have someone do your taxes?

According to Investopedia, the average cost of hiring a tax professional is usually between $146 and $457. If you have complex taxes or your income is higher than average, a tax accountant may charge higher fees because of the extra time and risk involved.

How do I check if taxes were filed?

To see if your federal taxes were filed correctly, you can contact the IRS by phone or by going online — IRS.gov — and viewing your account. If you filed with an online service, check for a confirmation that your returns were accepted. For state and local taxes, contact tax departments where you live.

Can a dependent file taxes?

Technically, a dependent can file. They're only required to file taxes when their annual income is over the tax year's minimum threshold. With this in mind, if someone who is a dependent on another person's return expects to be eligible for a refund, they can, and should, file taxes for the year.

Can a 17 year old file taxes?

A minor can file taxes but isn't required to, outside of a few situations. The most common instance is when their income exceeds the standard deduction for the year. In most cases, the parent is allowed to include this return and income with theirs for the year.

Can you file taxes with no income?

It's legal to file your taxes, even if you didn't earn an income during the tax year. Many people choose to do this because even if you didn't pay any taxes for the year, you can still take advantage of eligible credits, carry over state deductions, and protect against future audits.

How do I file a tax extension?

To file an extension with the IRS, you'll need to fill out Form 4868 and pay any taxes you owe so that you don't have to pay a penalty for unpaid taxes. The extension itself is not penalized — it gives you an extra six months to file your tax paperwork.

How do I file back taxes?

To file your returns for unpaid taxes that you owe, you'll need to gather the forms you would've filed with the old returns and file them. You can still take advantage of any credits and deductions that were active over the years you didn't file if you can show the necessary documents.

Can married couples file taxes separately?

Married couples can choose to file taxes together or separately, but they’re encouraged to file together. The IRS extends several benefits for married couples who file jointly, so this is the most common option of the two.

How do I become a tax accountant?

To become a tax accountant, you need to receive a traditional bachelor's degree in accounting and training — either as part of your education or separately — in your local, state, and federal tax codes. Many tax professionals receive post-graduate certifications, such as the CPA, although this isn't required.

How much do tax accountants make?

The annual earnings of tax accounts and preparers varies widely based on their level of experience and employer. According to Forbes, the average earnings for an accountant can reach $95,000 in some states, while tax preparers usually earn less.

Do tax accountants need to be CPAs?

Tax accountants are not required to be CPAs but many are. This is because accountants who are also CPAs are often looked at as being more credible and qualified if they're in private practice. It also qualifies them for more responsibilities as they move up in their careers.

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