Business Details
36 Years
experience
Trusted Tax Preparation Services in Massachusetts
Founded in 1990 by Joseph J. Cahill and Thomas J. Holmes, our firm has built a legacy of excellence in tax preparation and financial services. With over three decades of combined experience, we specialize in delivering ethical, efficient, and accurate solutions tailored to individual and business needs. Our team includes certified professionals such as Chartered Financial Consultants, Enrolled Agents, and attorneys, ensuring comprehensive expertise across tax, retirement, and risk management disciplines. We pioneered a Triple Check Process to guarantee maximum refunds and minimal tax liability, backed by a promise to cover interest and penalties for errors. Our year-round staff provides personalized service through multiple Massachusetts locations, offering convenient options like mail-in, drop-off, and e-filing.Recognized for innovation, we introduced guaranteed pricing in 2009 and maintain affiliations with leading financial institutions. Clients benefit from our holistic approach, combining tax strategy with wealth planning, insurance, and business succession services. Our commitment to community is reflected in decades of serving eastern Massachusetts residents, with recent expansions to better meet client needs. We prioritize transparency, with clear communication and no hidden fees, supported by a 24/7 client support system during tax season. Awards and referrals validate our reputation as trusted advisors in both local and regional markets.
Services
Personal Tax Services
Business Tax Services
Trust & Estate Planning
Financial Advisory
Tax Resource Guides
Details
- Year established: 1990
Highlights and features
- We offer over 30 years of combined tax and financial expertise.
- Our Triple Check Process ensures 100% accuracy on returns.
- Guaranteed pricing provided upfront with no hidden fees.
- Year-round team available for tax and financial planning.
- We offer exclusive client discounts including referral bonuses.
Associations and certifications
- National Society of Tax Professionals
- National Society of Accountants
- Commonwealth Financial Network
- FINRA
What people say
Completed return extremely fast
Helpful staff
Fantastic response time
Always pleased with results
Great with answering questions
Services
Personal Tax Services
We prepare individual tax returns with precision, leveraging decades of experience to maximize refunds and minimize liabilities. Our Triple Check Process ensures every deduction is captured, while guaranteed pricing provides cost certainty. Clients receive personalized support through in-person, mail-in, or e-filing options.
Business Tax Services
Comprehensive tax solutions for businesses including corporations, LLCs, and partnerships. Our specialists handle complex filings while identifying strategic savings opportunities. Services include extension processing, audit support, and year-round advisory to optimize financial outcomes for Massachusetts-based companies.
Trust & Estate Planning
Specialized tax preparation for trusts and estates, coordinated with legal professionals when needed. Our team works with executors and trustees to ensure compliance with probate and tax regulations, offering both technical expertise and compassionate guidance during sensitive transitions.
Financial Advisory
Integrated financial services covering retirement planning, insurance solutions, and business succession strategies. Delivered through our affiliated WorthPartners division, these services combine tax optimization with long-term wealth management to create customized plans for individual and corporate clients.
Tax Resource Guides
We provide educational tools including tax guides and calculators to help clients plan year-round. These resources cover topics like student loan deductions, retirement contributions, and business expense tracking, empowering informed financial decisions beyond annual tax season.
People
Joseph J. Cahill
President
Founder with 25+ years in public accounting and financial management. Chartered Financial Consultant and Chartered Life Underwriter. Holds FINRA Series 7 & 24 licenses. Suffolk University graduate and Notary Public in Massachusetts.
Thomas J. Holmes
Chief Tax Specialist
Co-founder and attorney with 30+ years in tax preparation. Juris Doctor from Suffolk University Law School. Primary trainer for annual tax school programs. Focuses on estate planning and probate law through separate legal practice.
Alex Franch
Tax Specialist
Enrolled Agent with 8 years of tax experience. Bachelor of Science in Mathematics from Boston College. Holds FINRA Series 6, 63, 65, and 7 licenses. Provides tax and financial planning strategies for individuals and businesses.
Winnie Lee
Chief Operations Manager
Manages accounting and billing operations with 8 years of service. Bachelor of Science in Management Information Systems from University of Massachusetts. Licensed with FINRA Series 7 for financial oversight responsibilities.
Kimberlee Fricker
Director of Client Services
Client relations expert with financial industry experience since 2008. Oversees communication and processes 1,000+ e-files annually. Bachelor's degree from Pfeiffer University. Holds FINRA Series 7, 66, and 99 licenses for comprehensive client support.
Questions
What tax services do you offer for individuals?
We prepare individual tax returns with our Triple Check Process, offering guaranteed pricing and multiple delivery options including e-filing, drop-off, and mail-in services.
Do you provide business tax preparation?
Yes, we handle corporate, S corp, LLC, and partnership tax returns with specialized expertise in Massachusetts business tax regulations and extension processing.
What discounts are available?
New clients receive a $50 gift card. Existing clients qualify for drop-off discounts, referral bonuses up to $250, and 10-15% extension filing discounts.
How does your guaranteed pricing work?
We provide upfront quotes after reviewing basic tax information. Prices remain fixed unless client-provided information changes significantly during preparation.
Are you available year-round?
Our team provides tax and financial advice year-round, though seasonal tax preparation services peak January-April with extended hours during this period.
What financial planning services do you offer?
Through our affiliated WorthPartners division, we offer retirement planning, insurance solutions, and business succession strategies integrated with tax optimization techniques.
