Mike & Patty's Lexington
★★★★★ (433 reviews)317 Woburn St, Lexington, MA 02420
(781) 698-2907
Website: www.mikeandpattys.com
Hours: {"Friday":["7 AM–2 PM"],"Monday":["7 AM–2 PM"],"Saturday":["7 AM–2 PM"],"Sunday":["7 AM–2 PM"],"Thursday":["7 AM–2 PM"],"Tuesday":["7 AM–2 PM"],"Wednesday":["7 AM–2 PM"]}
MA Wills & Trusts
★★★★★ (193 reviews)33 Bedford St, Lexington, MA 02420
(781) 863-8606
Website: www.livingtrustma.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Coromandel Wealth Strategies
★★★★★ (21 reviews)13 Maple St, Lexington, MA 02420
(781) 728-9001
Website: coromandelwealth.com
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
Zhang Cpa Group Llc
★★★★☆ (8 reviews)844 Massachusetts Ave, Lexington, MA 02420
(978) 263-4355
Website: www.zhangcpagroup.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
J CONG LLC
★★★★★ (3 reviews)8 Appletree Ln, Lexington, MA 02420
(617) 981-4084
Website: www.jcongllc.com
Hours: {"Friday":["10 AM–8 PM"],"Monday":["Closed"],"Saturday":["9 AM–7:30 PM"],"Sunday":["9 AM–5 PM"],"Thursday":["10 AM–8 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["10 AM–8 PM"]}
Bickling Financial Services
★★★★★ (2 reviews)35 Bedford St Ste 15, Lexington, MA 02420
(781) 862-9792
Website: www.bickling.com/?utm_source=local&utm_medium=organic&utm_content=gmb-lexington
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
POPKIN CPA
★★★☆☆ (2 reviews)329 Massachusetts Ave, Lexington, MA 02420
(781) 863-1250
Website: popkincpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
RMJR Tax and Accounting
★★★★★ (1 reviews)19 Muzzey St, Lexington, MA 02421
(781) 996-4005
Website: www.rmjr-tax-accounting.com/lexington-ma
Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
Troiano Stephen CPA
Building A, 24 Hartwell Ave, Lexington, MA 02421
(781) 863-0565
Website: www.troianocpa.com
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Joseph T. Twardy, Jr., CPA LLC
405 Waltham St #382, Lexington, MA 02421
(781) 274-6600
Website: twardycpa.com
Hours: {"Friday":["8:30 AM–5:30 PM"],"Monday":["8:30 AM–5:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5:30 PM"],"Tuesday":["8:30 AM–5:30 PM"],"Wednesday":["8:30 AM–5:30 PM"]}
J Howell Tax Services LLC
175 Bedford St STE 5, Lexington, MA 02420
(781) 863-9500
Hours: {"Friday":["8:30 AM–5:30 PM"],"Monday":["8:30 AM–5:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5:30 PM"],"Tuesday":["8:30 AM–5:30 PM"],"Wednesday":["8:30 AM–5:30 PM"]}
Nardella & Taylor
24 Hartwell Ave #1a, Lexington, MA 02421
(781) 862-6833
Website: nardellataylor.com
Hours: {"Friday":["8 AM–4 PM"],"Monday":["8 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–4 PM"],"Tuesday":["8 AM–4 PM"],"Wednesday":["8 AM–4 PM"]}
Litchfield, Vo & Associates LLC
1 Militia Dr STE 202, Lexington, MA 02421
(781) 863-2272
Website: lvataxes.com
Hours: {"Friday":["9:30 AM–5 PM"],"Monday":["9:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9:30 AM–5 PM"],"Tuesday":["9:30 AM–5 PM"],"Wednesday":["9:30 AM–5 PM"]}
Capland Brad M CPA
114 Waltham St, Lexington, MA 02421
(781) 274-7209
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
KS and LZ Accounting
594 Marrett Rd, Lexington, MA 02421
(617) 866-0174
Website: www.kslzaccounting.com/contact
Hours: {}
Koundakjian & Co
9 Meriam St STE 2, Lexington, MA 02420
(781) 861-1170
Website: www.koundakjiancpa.com
Hours: {}
Lexington Treasurer's Office
Lexington Town Offices Building, 1625 Massachusetts Ave, Lexington, MA 02420
(781) 862-0500
Hours: {}
About Tax Preparers in Lexington, MA
Finding a qualified tax preparer in Lexington, Massachusetts, can help you navigate the unique financial landscape of this historic community. With a strong local economy anchored by major employers like MIT Lincoln Laboratory and a thriving small business scene, many residents juggle complex tax situations. From technology professionals with stock compensation to self-employed contractors and families managing rental properties, the right preparer ensures you maximize deductions while staying compliant with state and federal rules.
A local tax professional understands Massachusetts-specific requirements, such as the state’s strict residency rules and deductions for MBTA commuter expenses. They can also help with Lexington’s property tax exemptions, including those for seniors or veterans. Whether you’re a long-time homeowner, a recent transplant working in the Route 128 tech corridor, or a retiree managing multiple income streams, a preparer saves time and reduces audit risk.
Before choosing, look for someone with credentials like a CPA or EA and experience handling your specific needs. Check reviews and ask about their familiarity with Lexington’s local tax quirks. The right fit simplifies your filing and gives you confidence that every detail is handled correctly.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email info@beforetaxusa.com.