Testimonials

"Jeremy has helped us with our taxes for the past two years and has done an excellent job! Last year our taxes were getting more complicated with selling of ESPP and RSU stocks, buying a house, paying for daycare, etc etc. Jeremy was very thorough, gave me a specific list of what documents I need to collect and what to pay attention to. He is incredibly pleasant and easy to work."

T.S. - Employee Stock Purchase Plan, Dependent Care Expenses, Child Tax Credit

"Thanks for your help with our taxes, which turned out to be more confounding than any of us anticipated. What a learning curve! We appreciate how responsive you were, as well as your integrity. We'd like to continue to working with you in 2019."

S.M. - LLC, Section 199A Qualified Business Income Deduction

"We are an established Massachusetts S-corp and for tax year 2017 decided that the firm we were currently using was too large and impersonal for our corporate and personal taxes. Jeremy very quickly gained an understanding of a complicated tax situation, i.e a business being sold, 1099 consulting income, income from an existing S corp and W2 income all happening at the same time. If I had a question I was able to reach Jeremy almost immediately and if I couldn't a call or email was always returned within hours."

D.M. - S-Corporation, Sole Proprietorship, Retirement Rollover

"Jeremy just finished my taxes and I was very pleased with his services. He is accommodating, efficient, knowledgeable and reasonable."

M.W. - Itemized Deductions, Retirement Income, Senior Circuit Breaker

"Jeremy helped me understand the tax nuances of employee stock purchase plans. With his help, I discovered I had overpaid previous tax returns and was successful in filing an amendment that returned nearly $1k back to me. Highly recommended for tax and financial advice!"

A.W. - Employee Stock Purchase Plan, Capital Gains, Amended Return

"Jeremy's approach to tax preparation is uniquely thorough, educated, and personable. The attention he devotes makes it seem like you're his only client, as he gives you careful insight and advice every step of the way. Would definitely recommend, and will certainly be back next season!"

D.R. - Multiple State Return, Savings Advice

"This was the first time I had my taxes done by a professional. I usually do them myself but felt with all the new tax law changes I better have some one who has extensive tax knowledge handle them. It could not have been easier. Once he had all my information he was able to process my return and called to give me the bottom line. He even offered suggestions for changes I could make to lessen my tax burden for next year. I will definitely be using his services again."

N.L. - Retirement Income, Savings Advice

"In the past, I've done my taxes through online services. This year I got a stack of paper as thick as a finger. Jeremy took care of it faster than it would've taken me to do half the forms."

C.F. - Employee Stock Purchase Plan, Itemized Deductions, Treasury Bill Income

"I was impressed with Jeremy’s tax knowledge and his asking the correct questions for preparing my tax return. He took a personal interest and also gave me some solid financial advice for the future. I would recommend Jeremy’s tax service to everyone."

J.D. - W2 Income, Withholdings Adjustment