Boston Tax Preparation Services
Elite Tax Support for Boston’s Professionals, Executives, Investors & Business Owners
Boston is a national hub for healthcare, biotech, education, finance, law, research, tech, and real estate. The city attracts physicians, attorneys, professors, scientists, consultants, executives, entrepreneurs, and multi-state earners — all requiring precision tax preparation and advanced financial oversight.
Most Boston tax preparation clients manage:
● W-2 income (healthcare, biotech, law, education, finance, tech)
● 1099 contractor or consulting income
● Multi-state exposure (MA, NH, RI, NY + remote states)
● Rental properties (Back Bay, Cambridge, South End, Allston, Brookline)
● RSUs, ISOs, ESPPs & equity compensation
● K-1 income from partnerships & funds
● LLC + S-Corp ownership
● Investment-heavy portfolios
● Pension + Social Security income
● Short-term rentals (Airbnb)
Our Boston tax preparation team provides accuracy, clarity, and long-term financial structure.
Why Boston Residents Choose Our Tax Preparation Firm
- Licensed CPAs & EAs with 40+ years combined experience
- Specialists in healthcare, biotech, education, legal & tech income
- Multi-state filing expertise for MA–NH commuters and relocations
- Rental depreciation, STR strategy & K-1 optimization
- RSU and stock compensation reporting accuracy
- Full-service bookkeeping + multi-year cleanup
- IRS notices, audits & prior-year corrections
- Transparent flat-rate tax preparation pricing
- Transparent flat-rate tax preparation pricing
- Year-round financial oversight
Your tax preparer must understand Boston’s academic, medical, legal, and investment-driven income patterns — ours do.
Tax Preparation Services for Individuals in Boston
We support professionals, families, investors, students transitioning into careers, and relocators with full-spectrum tax preparation services.
Individual advisory services include:
● Federal & Massachusetts filing
● Multi-state W-2/1099 corrections & allocation
● RSU/ISO/ESPP stock compensation reporting
● Rental property accounting + depreciation schedules
● K-1 reconciliation for partnership/fund income
● Pension + SSA income planning
● Investment & capital gains reporting
● IRS audits, notices & amended returns
● Estimated tax planning
We ensure your entire financial profile is accurate, compliant, and optimized.
Tax Preparation Services for Boston Business Owners
Boston’s business environment includes medical practices, biotech firms, law firms, consultants, real estate investors, startups, agencies, construction firms, and tech companies.
Business tax preparation services include:
● S-Corp, LLC, C-Corp & partnership filings
● Monthly bookkeeping + cleanup
● Payroll setup, support & compliance
● Multi-entity bookkeeping (business + rentals + investments)
● Depreciation & fixed asset management
● Quarterly projections + financial forecasting
● Audit-ready financial statements
● Multi-state business filing support
We help Boston business owners stay scalable, compliant, and financially strong.
What Sets Our Boston Tax Preparers Apart
Boston residents often manage multiple advanced income sources and financially layered careers.
We understand:
● Medical, biotech & research compensation
● Legal & consulting income cycles
● Multi-state relocations (NH/RI/NY ⇄ MA)
● Rental property & STR depreciation
● K-1 income + private equity fund investments
● Tech & corporate equity compensation
● Multi-LLC structuring
● W-2 + 1099 blended careers
● Capital gains optimization
● Retirement-phase planning
We don’t just file — we fix, reconcile, and elevate your financial systems.
Areas We Serve Across Boston & Greater Massachusetts
Boston
Cambridge
Back Bay
South End
Beacon Hill
Brookline
Somerville
Allston
Brighton
Charlestown
Seaport District
Fenway
Jamaica Plain
Wherever you live across Greater Boston, our tax preparation team supports your entire financial life.
What Boston Clients Say About Our Tax Preparers
Real Client Case Study — Boston, MA
Client: L. Morgan — Biotech Researcher + Investor
Financial Mix: W-2 + RSUs + rental income + K-1s + dividends
Problem:
Multi-state tax errors, incorrect depreciation, messy bookkeeping, equity comp mistakes.
What We Did:
● Corrected MA/NH multi-state filings
● Rebuilt depreciation across two rentals
● Cleaned multi-year RSU basis reporting
● Organized and reconciled bookkeeping
● Cleaned K-1 and fund reporting
Result:
$24,200 in annual tax savings.
Saved $26,400 Through Multi-State Planning, Equity Optimization & Rental Strategy
After cleaning and restructuring this return, we delivered $24,200 in first-year tax savings, with ongoing multi-year benefits.
This is elite Boston tax preparation support.
Flat-Rate Boston Tax Preparation — Clear, Predictable & High-Value
● No surprise invoices
● Transparent flat-rate pricing
● High ROI for most clients
Boston deserves premium-level tax preparation and accounting support.
Work With a Boston Tax Preparation Firm That Understands Multi-Source, Multi-State Financial Lives
We offer a free tax preparation consultation for Boston residents.
We’ll analyze your income, equity, rentals, multi-state exposure, and business structure to uncover immediate tax-saving opportunities.