Tax Preparation & Planning

Serving Greater Boston, Merrimack Valley, North Shore & NH Seacoast


Serving Greater Boston, Merrimack Valley, North Shore & NH Seacoast ...
Certified experienced team
Licensed, Bonded & Insured
Highest security private network nationwide
Proactive strategies to keep your taxes at a minimum

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Welcome to Boston Tax Planners was established with the vision to serve individual and business clients from Greater Boston to southern New Hampshire and the New Hampshire seacoast with a holistic approach to their current tax preparation needs. We prepare all forms of tax returns: 1040 personal, Corporate S and C, Partership and Trust returns and all other federal forms as well as State and Multi-State returns.

Easy to Work With Us

We can meet in one of our offices or remotely using secure data transfer technologies.

Convenient Scheduling Options

You can call, email or use our online scheduling tools. We offer two meeting locations in Wilmington and Amesbury, Massachusetts. We offer meeting times year-round by appointment Mondays through Fridays from 8:30 AM to 5:30 PM and Saturday afternoons.

Our Tax Preparation Services

Our firm offers superior client services and consulting to individuals, professionals, and small/mid-size businesses in: Tax Preparation: Tax Planning Services, Roth IRA Conversion Strategies, Social Security Taxation, Reduction Strategies, Charitable Tax Planning Strategies, Small Business Strategy Development and Expense Reduction. Please contact us for tax preparation and tax planning services. If you just want tax preparation and nothing more, that's ok... give us a call. We will be careful and accurate, and we will provide a good price for great work! If you want preparation and then to start learning and planning for your own tax outcomes, that's where we shine the brightest! Call or e-mail us to get started.

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Latest Tax News & Blog

Tax rules keep changing. Check in here for updates and tips.

BySteve Feb 26, 2018

Can I Claim My Boyfriend As a Dependent When Filing Taxes?

As a tax preparer, I hear questions like this from time to time. The short answer to you claiming your boyfriend as a tax dependent is: No.

BySteve Feb 26, 2018

Are Withdrawals from a Roth IRA Taxable?

Have you taken money out of a Roth IRA? At this time of year, it  is common for tax preparation clients to ask me about Roth IRAs and taxes. So,

BySteve Dec 23, 2017

Are Gifts to Parents Tax Deductible?

Raise your children well. They may choose your nursing home and may even provide support you with financial support in your old age. If you're lu

BySteve Oct 22, 2017

6 Things You Should Do Today to Prepare for Tax Season

6 Things You Should Do Today to Prepare for Tax Season: Tax season might seem luxuriously far away, but it will be here before you know it. Befo