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CYNDIE BARONE, CFP and Associates, LLC

Cyndie Barone, CFP & Associates are professional tax preparers providing cost-effective preparation, bookkeeping, small business planning, life insurance and other services.

It is no secret that tax code changes every year and understanding how these changes impact your specific situation is our job. We are dedicated to providing our clients with professional, personalized service and guidance. Specializing in services for individuals, and small businesses, we also work with trusts, estates, and condo associations.

Our commitment to high standards and communication, along with being detail oriented is the reason our clients return year after year. And 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.

We do our best to simplify your tax preparation and filing process. Feel free to browse our website where you can securely upload documents, and pay for our services online, all from the comfort of your home!

Our team of professionals hold multiple certifications and we are proud members of National Society of Tax Professionals.

Although our offices are located in Waltham, MA, we are able to prepare and file returns in all 50 states.

Let us know how we can help.
Service Lines
Tax Preparation
Tax Planning
Accounting
Bookkeeping
Business Consulting
Payroll & HR
Tax Problems
Tax Preparation
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