CYNDIE BARONE, CFP^® & ASSOCIATES

(Offices conveniently located in Waltham, MA and Concord, NH)

TAX PREPARATION | LIFE INSURANCE | NOTARY | SMALL BUSINESS CONSULTING

 

Why We Stand Out in Support and Service

INFORMED TAX PLANNING

Tax code changes and becomes more complex every year – especially this year with all the new tax credits implemented to provide some taxpayers with relief during the economic downturn. Being informed about all the up-to-date changes is our job.

Preparing a return is not just about numbers, it is about us asking you the right questions and then using our knowledge and experience to minimize your taxes legally. Each client's circumstances are different. At Cyndie Barone, CFP^® & Associates, we are committed to making sure you take advantage of all the tax breaks you are legally entitled to take.

Most people think about taxes only when it is time to complete their returns. But unlike tax preparation, tax planning is a year-round process. Most tax-saving strategies must be implemented no later than December 31.

Tax Tip! Don't be fooled. The IRS never, NEVER, ever sends out emails. If you have received an email purporting to be from the IRS, be assured it is a scam. Delete it immediately. Do not follow the link and most of all, do not provide any confidential information no matter how real the website or email appears.

WE MAKE TAXES LESS TAXING

We provide tax preparation, planning, small company consulting, FAFSA application assistance, life and long-term care insurance and other related services. As our client, you get personalized, quality service. We strive to make taxes less taxing by offering in-home or in-office appointments, as well as consultation by mail, email or phone. For the convenience of our NH clients, we have added an office at 56 S. State Street in Concord NH. When calling please let us know which office is best for you.

WE SUPPORT YOU YEAR-ROUND

Good year-round tax planning also requires good year-round record keeping. You must be able to substantiate all your deductions. This is especially important if you are self-employed. It may feel challenging, but it is well worth the effort. Avoiding costly mistakes and taking advantage of available tax breaks can save you money.

Unlike storefront tax offices that close once tax season is over, our dedicated staff is available all year to answer your questions, prepare or amend returns, assist with estimated payments or simply to review your previous years return.

OUR PHILOSOPHY

We believe that clients are able to make the best decisions when they have received professional advice. Please browse our site and see if there is any way in which we can help you.

* Call us today for a complimentary review of your previous years tax return.

 

CONTACT US

Call 866.431-9580 to discuss your needs

* This offer valid May 15th - December 15th only.