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

Have a question? Call us now

978-621-8268 or 617-398-7494

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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, Partnership 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 Mar 26, 2020

Tax Angles of Husband-Wife Partnerships

Husband-Wife Partnerships: The Tax Angles When both members of a married couple participate in an unincorporated business venture, must it b

BySteve Mar 23, 2020

Beat the Unfair $10,000 SALT Cap with a C Corporation

C corporations cause double taxation for business owners, so you probably think you want to avoid them at all costs. And for many of you, thi

BySteve Mar 22, 2020

IRS Extends Tax Filing and Payment Deadline to July 15

SummaryCross References - Notice 2020-18 The IRS has now extended the deadline for filing and paying federal income tax. The due date for any t

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.