4 Tax Preparers in West Newbury, MA

Browse verified tax preparers in West Newbury, Massachusetts. Compare providers and find contact information.

J. Stafford Marketing

★★★★★ (3 reviews)
291 Main St, West Newbury, MA 01985
(617) 335-7946
Hours: {"Friday":["8 AM–6 PM"],"Monday":["8 AM–6 PM"],"Saturday":["8 AM–6 PM"],"Sunday":["8 AM–6 PM"],"Thursday":["8 AM–6 PM"],"Tuesday":["8 AM–6 PM"],"Wednesday":["8 AM–6 PM"]}

Simple Solutions Bookkeeping LLC

718 Main St, West Newbury, MA 01985
(978) 836-8360
Website: dannypeppe24.wixsite.com/website
Hours: {}

Main Street Financial Advisory

291 Main St, West Newbury, MA 01985
(617) 797-4916
Website: www.mainstreetfinancialadvisory.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"]}

Helm Financial Planning LLC

255 River Rd, West Newbury, MA 01985
(617) 512-1898
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"]}

About Tax Preparers in West Newbury, MA

Finding a qualified tax preparer in West Newbury, Massachusetts, starts with understanding the town’s unique mix of residential life and small-scale commerce. With its historic homes, working farms, and proximity to the Merrimack River, many residents juggle income from self-employment, agricultural operations, or remote work for Boston-area firms. These diverse income streams—along with property taxes and potential rental income from seasonal properties—often require more than a basic tax return to ensure compliance and maximize deductions.

Whether you’re a local farmer managing equipment depreciation, a freelancer tracking quarterly payments, or a family navigating Massachusetts’ estate tax thresholds, professional guidance can prevent costly errors. A skilled preparer familiar with state and local tax codes can help you meet deadlines, avoid audits, and plan for next year. BeforeTaxUSA.com connects you with vetted professionals in West Newbury who understand both the community’s character and the complexities of your financial life.

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.

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