Cyndie Barone, CFP & Associates, LLC

Waltham, United States

5

3 reviews

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Description

Specialties

Tax Preparation | Life Insurance | Notary | Small Business Consulting | Tax Planning | Bookkeeping

We provide tax preparation, small company consulting, FAFSA application preparation, life and long-​term care insurance, bookkeeping and other related services.

Each client’s circumstances are different. Here at Cyndie Barone, CFP® & Associates, LLC, our commitment is making sure you take advantage of all the tax breaks you are legally entitled to take.

Our areas of expertise include sole proprietorships, S-Corp’s, rental properties, homeowners and partnership returns. We prepare and file returns in every state.

History

Established in 1982.

Ms. Barone earned her CFP designation in 1996 and has been a tax preparer since 1982.

Ms. Barone is an IRS Registered Tax Return Preparer (RTRP). We are also IRS registered efilers which can be verified on the IRS website.

Unlike storefront tax offices that close once tax season is over, our dedicated staff is available all year to answer questions, prepare or amend returns, assist with estimated payments or simply to review previous years return.

Services are now provided in Concord NH location for your convenience, as well as at our Waltham, MA location.

Please be advised that the IRS does not endorse any particular individual tax return preparer. For more information on tax return preparers go to IRS​.gov.

Meet the Business Owner

Cyndie B.

Business Owner

Ms. Barone earned her CFP designation in 1996 and has been a tax preparer since 1982. A Rutgers University graduate, Ms. Barone also attended the Boston University Center for Professional Education, receiving a diploma in Financial Planning.

She taught health and life insurance in the states of Massachusetts and Rhode Island and holds these licenses in a number of states as well as other professional licenses in MA, NM, NC, CO, CA, NY, PA, KY, OK, and Puerto Rico.

Notary services are available in both locations.