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      Details
      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat

      Contact Info

      Phone:

      Main - 617-578-0800

      Address:
      92 State St Ste 7 Boston, MA 02109

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      Category
      Tax Return Preparation
      Services / Products
      Tax Return Preparation, Tax Return Business Preparation, Personal Tax Returns, Business Tax Returns, Accounting, Book Keeping
      Payment Options
      cash only
      Neighborhood
      Downtown Boston
      Amenities
      Jerry comes from a Public Accounting background where he worked as an accountant and tax preparer for 5 years and a retail tax office manager before working in public accounting. His concentration is in personal and small business under 10M, including real estate management, retail , internet, software and consulting, transportation industry, estate tax and not-for-profit auditing. Jerry received his Bachelor's of Science in Business Administration from Merrimack College in Andover, MA and is experienced representing clients in tax issues involving the IRS and the Massachusetts Department of Revenue. Jerry has a record of saving clients thousands of dollars representing them before the IRS on tax and audit issues. Of course, preparing tax returns properly to avoid Internal Revenue Service scrutiny is always the first priority. Jerry is also Certified Acceptance Agent. Toni Ann Mansfield, Certified Public Accountant Toni has over twenty years experience in Public Accounting as Business Manager and tax strategy professional with concentration in service businesses, professional corporations and not-for-profit organizations. She has extensive experience consulting with individuals and small businesses. Her experience includes consulting for professional practices, high income individuals and as financial consultant to regional startup businesses. Her strength is in business consulting and tax planning. Ms. Mansfield is a member of the Massachusetts Society of CPA's and the American Institute of Certified Public Accountants.
      Accreditation

      1. Enrolled Agent2. CPA3. Massachusetts Society of CPAs,1. Enrolled Agent 2. CPA 3. Massachusetts Society of CPA’s

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.