6 Tax Preparers in Winthrop, MA

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

Bookkeeper by Trade

★★★★★ (6 reviews)
3 Bates Ave, Winthrop, MA 02152
(617) 816-1475
Website: www.bookkeeperbytrade.com
Hours: {}

James P. Moriarty, CPA

★★★★★ (2 reviews)
7 Somerset Ave, Winthrop, MA 02152
(781) 569-5177
Website: www.moriartycpafirm.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"]}

Souri, Gazda & Co

1040 Shirley St, Winthrop, MA 02152
(617) 430-4674
Hours: {"Friday":["8 AM–7 PM"],"Monday":["8 AM–7 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–7 PM"],"Tuesday":["8 AM–7 PM"],"Wednesday":["8 AM–7 PM"]}

John Young, CPA

550 Pleasant St STE 105, Winthrop, MA 02152
(617) 930-2698
Website: www.jsycpa.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"]}

Winthrop Accountant

1 Metcalf Square, Winthrop, MA 02152
(617) 846-1743
Hours: {}

Winthrop Tax Collector

1 Metcalf Square, Winthrop, MA 02152
(617) 846-1750
Website: www.winthropma.gov/321/Pay-Your-Bills-Online
Hours: {"Friday":["Closed"],"Monday":["8 AM–4:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–7 PM"],"Tuesday":["8 AM–7 PM"],"Wednesday":["8 AM–4:30 PM"]}

About Tax Preparers in Winthrop, MA

Finding a qualified tax preparer in Winthrop, Massachusetts can help you navigate the unique financial landscape of this coastal community. With its mix of small businesses, waterfront properties, and a growing number of remote workers, Winthrop residents often face complex tax situations. Whether you own a local shop on Shirley Street, rent out a summer home near Deer Island, or manage investment income from the recent development boom, a professional can ensure you take advantage of all applicable deductions and credits.

Tax laws change frequently, and even straightforward returns can miss opportunities for savings. A local preparer understands Massachusetts state rules—like those for property tax exemptions or commuter benefits—and can help you avoid costly errors. For freelancers, retirees, or new homeowners in Winthrop, working with a tax professional provides peace of mind and often saves money in the long run.

When choosing a preparer, look for someone with experience in your specific needs, such as self-employment income or rental properties. Check credentials like a PTIN or CPA license, and ask about their familiarity with Winthrop’s local economy. A good fit will make tax season straightforward and stress-free.

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.

CPAsAccountantsTax PreparersBookkeepers