2018 Individual Tax Organizers are being mailed out to our clients during the second week of January.
For an appointment please call or use the Contact Us tab. We always welcome new clients.
Why should I hire a CPA to do my taxes when there is a "Registered Tax Preparer" that can do my taxes for a lesser fee?
NEW CLIENTS: What to bring to your first appointment with us
You may also download our Tax Organizers for the 2018 tax year:
Federal tax organizer
Massachusetts residents information
New Hampshire residents information
The tax organizer is meant to serve as a checklist to ensure you
do not forget to include any of your tax documents. Every page
need not be filled out in detail. Please review the questions to see
if any apply to you, as these alert us to additional deductions and tax
credits you may be eligible for. Enclose ALL tax forms received for 2018 in their entirety.
Secure file transfer through LeapFILE - Send us your tax information securely with encryption. Please use PDF format for any scanned documents.