Waltham, MA · Middlesex County
Tax Preparation & Accounting Services in Waltham, MA
Waltham professionals and entrepreneurs can review compensation, business finances and foreign investment reporting with EZ Tax Works. EZ Tax Works provides tax preparation, accounting and bookkeeping for Waltham, MA clients from our Cumberland, RI office or remotely through our secure client portal.
- 4.9-star Google rating
- Office in Cumberland, RI
- Secure client portal
- Year-round support
Tax and accounting services for Waltham
From individual returns to business tax preparation, here is how EZ Tax Works helps Waltham clients. See our full Tax Services page for details.
- Individual Tax Preparation
Form 1040 returns for wages, retirement income, investments, rentals and credits.
- Business Tax Returns
Schedule C, partnership (1065), S-corporation (1120-S) and corporate (1120) returns.
- Multi-State Tax Filing
Part-year and nonresident returns for people who live in one state and work in another.
- IRS Notice Assistance
IRS tax help reading a notice, gathering documents and preparing a response.
- Tax Planning
Estimated payments, withholding reviews and year-end planning before deadlines arrive.
- Accounting Services
Financial statements, reconciliations and monthly or quarterly accounting.
- Bookkeeping Services
Clean, categorized books so tax time is faster and you always know where you stand.
- New Business Formation
Help choosing an LLC or corporation, getting an EIN and setting up for compliance.
Federal filing services in Waltham, MA
EZ Tax Works prepares these federal returns and international filings for Waltham clients — at our Cumberland office or remotely through the secure client portal.
- Individual & Multi-State Tax Preparation in Waltham, MAPersonal Income Tax Preparer in Waltham, MA — expert federal & multi-state return filing
- Small Business Tax Accountant (LLC, S-Corp, Partnership) in Waltham, MACorporate & Partnership Tax Filing Service in Waltham, MA — Corp-1120, S-Corp-1120S, Partnership-1065, and Sole Proprietor Schedule C
- FBAR Filing & Foreign Account Reporting in Waltham, MAFinCEN Form 114 Tax Consultant in Waltham, MA — reporting foreign bank and financial accounts accurately
- FATCA Compliance & Form 8938 Tax Service in Waltham, MAForeign Asset Tax Reporting Specialist in Waltham, MA — IRS Form 8938 compliance for overseas financial assets
- PFIC Tax Filing & Form 8621 Service in Waltham, MAForeign Mutual Fund & Offshore Investment Tax Specialist in Waltham, MA — Passive Foreign Investment Company reporting and elections
State-wide Massachusetts Filing Assistance
- Looking for state-wide filing assistance? Visit our Massachusetts Tax Filing Services page.
- Need FBAR assistance anywhere in Massachusetts? Visit our Massachusetts FBAR Filing Services page.
- Need FATCA compliance help across Massachusetts? Visit our Massachusetts FATCA Filing Services page.
- Need PFIC reporting help in Massachusetts? Visit our Massachusetts PFIC Filing Services page.
Tax and accounting support for Waltham
- Employees with stock compensation
- Entrepreneurs needing accounting and tax preparation
- Foreign investment holders
Work securely online from Waltham by phone, video and our client portal, or book an appointment at 3456 Mendon Road in Cumberland, Rhode Island. We do not have a separate office in Waltham.
Why choose EZ Tax Works in Waltham
- Serving Massachusetts from Cumberland, RI. We review Massachusetts Department of Revenue requirements and Massachusetts–Rhode Island commuter filings.
- Every return reviewed. We check your return against prior years before e-filing.
- Help beyond tax season. Bookkeeping, tax planning and IRS tax help all year.
- In person or online. Meet at our Cumberland office or work entirely through the secure portal.
What clients say about our tax and accounting services
Rated 4.9 stars from 104+ Google reviews.
“I can’t recommend EZ Tax Works enough! They’re incredibly proactive and detail-oriented, going beyond just filing taxes to identify tax-saving opportunities I would’ve never thought of. Thanks to their strategies, my tax bill was reduced significantly. They’re great at explaining complex details clearly and truly care about helping their clients succeed.”
“Annu Jain is the very best and the only tax professional I will use. She is knowledgeable, accurate, and genuinely cares about her customers. She also gives us all the information and helps us prepare for future tax season.”
Waltham tax questions
Can you prepare Massachusetts tax returns for Waltham clients?
Yes. We prepare applicable federal and Massachusetts returns and review resident, part-year or nonresident status based on your circumstances. Income from other states is reviewed for additional filing obligations and available credits.
Do you have an office in Waltham, Massachusetts?
Our only office is in Cumberland, Rhode Island. Massachusetts clients can arrange an office appointment or work remotely through phone, video and our secure client portal.
Can you help with Massachusetts and Rhode Island income?
Yes. We review residency and the source of your income to coordinate applicable returns and credits for taxes paid to another state. Remote work and moves between states need an individual review.
What should I provide for my Waltham tax appointment?
Provide your prior-year returns, W-2s and 1099s, identification, and relevant expense, deduction, business, rental and foreign account records. Upload documents through our secure portal; we will request additional records when needed.
Nearby Massachusetts locations served
Looking for a tax preparer near Waltham?
Book a time that works for you, or call 401-753-9829. We'll take it from there.