Our team provides superior personalized income tax return preparation and advisory services. Our clientele consists mainly of upwardly mobile business executives in a variety of industries (Private Equity, Management Consulting, Finance, Strategy, etc). Our qualified and experienced staff works with a broad range of tax situations including multi-state tax returns, carry and co-investment income, stock options, IRA distributions, Roth conversions, relocation expenses, graduate school expenses, business use of home, foreign income, sole proprietorships, start-ups, rental properties, corporate returns, LLCs, trusts, international tax returns, and more. Our main objective is to reduce our client's tax liability and save them the time and aggravations associated with preparing their tax returns.
Why Us?
Unmatched Experience & Expertise
Our tax consultants are highly experienced and qualified tax professionals who know all the latest tax law changes. We take the time and effort to analyze your specific tax circumstances to identify potential tax deductions and recommend tax saving strategies. Our tax consultants average over 30 years of experience in the tax industry. We are experts in preparing all federal and state tax returns.
Affordable Fees
Our fees are based on the
complexity of your tax returns and the forms we need to file your
tax returns accurately. You’ll never pay more than what your
unique situation needs. We will provide you with a cost estimate
prior to completing your tax returns. Our goal is to hold the line
on tax preparation fees to keep them well below what many other
firms charge.
Time Saving Appointments
We recognize the value of
your time. We customarily prepare your tax return during
your tax appointment, usually in under 1
hour. We also provide tax preparation for clients who are unable
to visit our Boston/Needham MA offices or who live
out-of-state. Out-of-state clients mail
us their information and we typically complete their returns
in 48 hours or less.
Free Audit and Examination Assistance
In the
unlikely event your tax return is ever questioned, we stand by
every return with free audit and
examination assistance.
Unconditional Money Back Guarantee
GenerationTax
stands by our expert service. We will refund your payment in full
if you are not completely satisfied with our services.
Year Round Services
Unlike seasonal tax franchises,
our offices stay open all year long. If you have questions and
need answers, we’re always here to help you.
That’s why us!
How does tax preparation with GenerationTax work?
It’s easy as 1-2-3!
- Make your appointment by calling 617-338-2210. During the call, we will inform you on what documents to send to prepare your tax document. We will also provide you with a cost estimate to complete your returns. If you live out of state, please email us info@generationtax.com and we will provide you with further instructions.
- Provide us with all your tax and financial documents a week prior to your appointment. We provide three easy methods: you can email them to us, you can mail them to our Boston office (20 Park Plaza Suite 441, Boston, MA 02116) or you can drop them off at our Boston office (same as above).
- Your personal tax consultant will thoroughly review your tax situation to identify tax deductions and discuss tax savings strategies. All returns are e-filed to ensure accuracy and fast refunds. You’ll receive copies of your completed tax returns for your records. Appointments typically take 1 hour to complete your returns. Returns sent through the mail are usually completed in 48 hours or less.
Please call us for a free
tax consultation at 617-338-2210
or info@generationtax.com