Max V Bauer, CPA PC
★★★★★ (28 reviews)892 Worcester St Suite 240, Wellesley, MA 02482
(508) 653-1716
Website: www.mvbcpa.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"]}
Margolis Bloom & D'Agostino
★★★★½ (27 reviews)20 William St #320, Wellesley, MA 02481
(781) 705-6400
Website: www.margolisbloom.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"]}
Business Tax & Audit - Elena Kladova, CPA
★★★★★ (14 reviews)177 Worcester St #301, Wellesley, MA 02481
(857) 810-0700
Website: bta-ek.com
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["9 AM–4 PM"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
Coren Lichtenstein LLP
★★★½☆ (11 reviews)60 Walnut St # 400, Wellesley, MA 02481
(781) 997-1600
Website: cl-lawgroup.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"]}
The Wellesley Group
★★★★½ (8 reviews)1 Hollis St Suite 213, Wellesley, MA 02482
(617) 897-8500
Website: thewellesleygroupcsm.com
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"]}
Integrity Tax & Business Partners
★★★★★ (5 reviews)28 Washington St, Wellesley, MA 02481
(781) 772-1840
Website: www.integritytaxbp.com
Hours: {"Friday":["10 AM–4 PM"],"Monday":["10 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–6 PM"],"Tuesday":["Closed"],"Wednesday":["10 AM–6 PM"]}
Ken Lampert - Morgan Stanley
★★★★☆ (5 reviews)112 Worcester St, Wellesley, MA 02481
(781) 263-6894
Website: advisor.morganstanley.com/ken.lampert?y_source=1_MTI3ODU0MTQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Hours: {}
Livingston & Haynes, P.C.
★★★★☆ (4 reviews)40 Grove St #380, Wellesley, MA 02482
(781) 237-3339
Website: www.lh-cpa.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"]}
Prague & Company
★★★★★ (3 reviews)15 Walnut St #150, Wellesley, MA 02481
(781) 237-5555
Website: www.eisneramper.com
Hours: {}
Accurate Accounting Associates
★★★★½ (3 reviews)10 Laurel Ave Suite 130, Wellesley, MA 02481
(617) 338-3975
Website: www.accurate-aa.com
Hours: {"Friday":["9:30 AM–5:30 PM"],"Monday":["9:30 AM–5:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9:30 AM–5:30 PM"],"Tuesday":["9:30 AM–5:30 PM"],"Wednesday":["9:30 AM–5:30 PM"]}
TurboTax - Natick Line, Wellesley
★★★★★ (2 reviews)888 Worcester Street 1st and 2nd Floors, Office 12 / 13, Wellesley, MA 02482
(339) 237-3600
Website: turbotax.intuit.com/local-tax-offices/ma/wellesley/0bbf98cc3f604c10b620d9a683cac480
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"]}
Costa Law Group, P.C.
★★★★★ (2 reviews)195 Worcester St #205, Wellesley, MA 02481
(617) 969-9500
Website: www.costalawgrouppc.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"]}
Baumann and Baumann CPAs LLP
★★½☆☆ (3 reviews)70 Hastings St LL1, Wellesley, MA 02481
Website: www.baumanncpas.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"]}
Array Tax Services, LLC
★★★★★ (1 reviews)60 Walnut St, Wellesley, MA 02481
(857) 444-6401
Website: www.arraytaxservices.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"]}
EBPI | Tax, Bookkeeping & Payroll
★★★★★ (1 reviews)40 Grove St #380, Wellesley, MA 02482
(781) 237-8934
Website: www.ebpi.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"]}
Marinelli & Keohane
★★★★★ (1 reviews)402 Washington St #2, Wellesley, MA 02481
(781) 235-5432
Hours: {}
RMJR Tax and Accounting
★★★★★ (1 reviews)16 Laurel Ave, Wellesley, MA 02481
(781) 304-8887
Website: www.rmjr-tax-accounting.com/wellesley-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"]}
Simches & Co
★★★★★ (1 reviews)40 Grove St #375, Wellesley, MA 02482
(781) 237-1570
Website: www.simchesco.com
Hours: {}
Barrett Margaret M CPA
★★★★★ (1 reviews)148 Linden St # 103, Wellesley, MA 02482
(781) 235-4955
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"]}
Tankel Rosenberg & Co
★★★★★ (1 reviews)20 Walnut St # 200, Wellesley, MA 02481
(781) 489-6970
Website: www.tankelrosenberg.com
Hours: {}
Matrix Financial
60 Walnut St # 302, Wellesley, MA 02481
(781) 943-4100
Website: www.matrixtax.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"]}
De Grazia & Co
1 Hollis St # 435, Wellesley, MA 02482
(781) 235-9065
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"]}
FJV CPA
888 Worcester St, Wellesley, MA 02482
(800) 685-2324
Website: www.fjvtax.com/contact.htm
Hours: {}
Mc Nitt & Co
40 Grove St #315, Wellesley, MA 02482
(781) 237-5090
Hours: {}
Halkiadakis & Co. PC
177 Worcester St, Wellesley, MA 02481
(781) 431-2545
Website: halkiadakiscpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Barinelli Joseph T
40 Grove St #380, Wellesley, MA 02482
(781) 239-9696
Hours: {}
Simches Michael W CPA
372 Washington St STE 3, Wellesley, MA 02481
(781) 237-1570
Hours: {}
The Wellesley Group - UBS Financial Services Inc.
55 William St 3rd Floor, Wellesley, MA 02481
(781) 446-8998
Website: advisors.ubs.com/thewellesleygroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=165984&y_source=1_MjI3MTI2MzctNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Hours: {}
Finn Warnke & Gayton
27 Heckle St, Wellesley, MA 02481
(781) 237-8840
Hours: {}
Bilotta Paul
12 Washington St 2nd Floor Suite B, Wellesley, MA 02481
(781) 431-0708
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"]}
Gormican & PC
148 Linden St # 6, Wellesley, MA 02482
(781) 239-3377
Website: trishgormican.com/gormican-pc
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["9 AM–6 PM"],"Sunday":["9 AM–6 PM"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
MyBookkeeping
275 Walnut St ap.2, Wellesley, MA 02481
(857) 452-4526
Hours: {"Friday":["Open 24 hours"],"Monday":["Open 24 hours"],"Saturday":["Open 24 hours"],"Sunday":["Open 24 hours"],"Thursday":["Open 24 hours"],"Tuesday":["Open 24 hours"],"Wednesday":["Open 24 hours"]}
Grant & Pottackal, P.C
40 Washington St Suite 100, Wellesley, MA 02481
(781) 431-7211
Website: grantpottackal.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"]}
Cree, Alessandri & Strauss
20 Walnut St # 301, Wellesley, MA 02481
(781) 480-1517
Website: cascpallc.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"]}
Charles River CFO, Inc.
20 Walnut St, Wellesley, MA 02481
(781) 431-0420
Website: crcfo.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"]}
About Tax Preparers in Wellesley, MA
Finding a qualified tax preparer in Wellesley, Massachusetts, can make a significant difference during filing season. Wellesley’s economy is anchored by a mix of affluent residential neighborhoods, Wellesley College, and a thriving downtown commercial district with numerous small businesses and professional services. Given the town’s higher median income and prevalence of investment income, trusts, and self-employment earnings, many residents face complex tax situations that go beyond a simple W-2.
A local tax preparer understands Massachusetts state tax nuances and can help you navigate deductions for home offices, rental properties, or charitable contributions. They can also assist with tax planning for business owners or those managing estates and gifts. Whether you’re a professor, a small business owner, or a retiree, a professional can ensure accuracy and help you avoid costly mistakes.
At BeforeTaxUSA.com, we help you find vetted tax professionals in Wellesley who match your specific needs. Browse our directory to compare credentials and services near you.
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.