Cyndie Barone CFP & Associates LLC

Accounting

We provide tax preparation, small business consulting, bookkeeping, payroll consults, life and long-term care insurance and other related services. As a client, you get personalized, quality service. We strive to “Make Taxes Less Taxing” by offering weekend and evening appointments, as well as consultation by mail, email and secure file transfer or phone.

Paperless Processing

We offer 100% paperless processing to save you time and money. No need to set an appointment, take time off from work, drive in traffic, get a babysitter or make copies to mail or drop off. Simply upload your documents to our client portal which you can access through our website. When your return is completed, we’ll provide you with a digital copy of your returns and you can pay for our services online. We find that many clients wind up needing digital copies of their returns to secure a mortgage or to refinance an existing one. Having a digital copy can help speed up the process and reduce your paperwork. Nothing could be easier.

We Support You Year-Round

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

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. Read more

5 recommendations

  •  
    Trevor Skelly

    Shared on goo.gl

    I decided to file my taxes with a professional this year because of some complicated tax issues that I had for the tax year. I couldn't be happier with the service provided by Cyndie Barone! The process was so easy. I was given the choice of either uploading all documents to a web portal or presenting the paper copies. After that, it was very easy to review the returns on-line via the portal and submit the authorizations. My taxes were prepared in about three days and the cost was less than most other professional tax preparers. I would highly recommend this service.

    Original recommendation
  •  
    Lisa Bernstein

    Shared on goo.gl

    Cyndie has been handling family tax returns for many years, now. I find her to be brilliantly efficient as she digs below surface to find the best solutions, especially for more complicated returns. She is patient, prompt, and always attends to the multitude of queries thrown her way. I highly recommend her services and will continue to use them, myself, for many years to come...so a HUGE thank you, to Cyndie Barone CFP & Associates LLC, for putting meticulous attention to something so personal and important! Lisa

    Original recommendation
  •  
    Jeananne Roche

    Shared on goo.gl

    Cyndie has been handling my family tax returns for over 15 years, due to her efficiency, attention to detail and especially her patience with dealing with such a stressful task. I highly recommend her services and will continue to use them myself. It is the "peace of mind" I so value from having my taxes taken care of by Cyndie and her professional staff that makes it worth every penny.

    Original recommendation
  •  
    Jeremy P.

    Shared on yelp.com

    I've been using Cyndie Barone to complete and file my family's IRS' and Massachusetts's tax documents for three years. I've always been impressed with her speed in responding to questions as well as completing the filing process. This past year, I engaged her on a Monday and we were able to complete the tax filing process by Friday. I love how easy it is use email to correspond with Cyndie because this fits my lifestyle as I'm either at work or doing errands and don't usually have time to set up a phone call. I also find her secure upload client portal to be easy to use as I received emails every time a file was successfully uploaded either by me or by Cyndie. I go to Cyndie because she is efficient and for her speed in getting to done. This allows me to concentrate on other items in my life, such as family, which I would much rather be enjoying family than being frustrated by answering foreign nomenclature within tax software.

    Original recommendation
  •  
    Regina S.

    Shared on yelp.com

    I've always done our taxes, but this year our taxes were more complicated and I didn't want to deal with it. I found Cyndie via Yelp and she has been golden. She got the work done as fast as I could get the documents to her and she responded quickly to questions. The price was very reasonable; I doubt I will go back to tax prep software anytime soon. Definitely recommend.

    Original recommendation