Expertise From A Former IRS Agent
Tax Consultant in Boston MA
Tax Preparation
IRS Audit Assistance
Bookkeeping
Financial Insight Backed By Smart Systems
Planning-Focused Tax Guidance
Built For Boston Entrepreneurs
About J&C BalanceWorks
At J&C BalanceWorks, we assist those seeking a knowledgeable tax consultant in Boston MA by delivering accurate bookkeeping and financial clarity. Our services support smarter tax planning and better financial decisions, ensuring your records are always current, understandable, and ready when needed.
Featured Services
Bookkeeping Service
Reliable and precise bookkeeping service is essential for staying organized, compliant, and financially informed.
Tax Preparation
Preparing taxes correctly and on time can make a significant difference in both compliance and peace of mind.
Tax Consultation
Getting the proper guidance during tax season can save money, reduce stress, and help avoid costly mistakes.
Why Choose Us
Personalized Financial Guidance
We believe every client deserves careful, honest, and individualized support.
Intentional Leadership With Expertise
Our women-owned firm leads with clarity and informed decision-making.
Precision In Every Recommendation
Certified expertise ensures accurate and dependable tax consulting.
What We Offer
- NMonthly Bookkeeping & Cleanups
- NJob Costing & Project Tracking
- NBusiness & Personal Tax Filing
- NQuickBooks Setup & Support
- NAudit Prep & Strategy Sessions
Meet The Experts Behind J&C BalanceWorks
Junia
I spent 14 years with the IRS, most recently working as a Business Tax Auditor. In that role, I closely reviewed company financials to ensure taxes were reported accurately and paid correctly.
Colette
I help individuals and small business owners gain control of their finances. I specialize in bookkeeping service, tax preparation, and personalized guidance as a dedicated tax consultant.
What Customers Are Saying
Linda J.
“J&C BalanceWorks offers an excellent tax Consultant in Boston MA.”
Adam K.
“Junia gave us smart advice as a tax Consultant in Boston MA.”
Paul W.
“Colette is a highly reliable tax Consultant in Boston MA.”
Gallery
Experienced Tax Consultant in Boston, MA
As a trusted tax consultant in Boston, MA, J & C BalanceWorks provides strategic tax advice backed by industry expertise. We help you plan ahead, reduce liabilities, and stay fully compliant with federal and state regulations. Whether you’re looking to manage personal taxes, optimize business finances, or prepare for major financial decisions, our consultants offer clear and actionable guidance. We build long-term relationships to support your financial goals year after year.
FAQs
What does a tax consultant in Boston MA do?
Junia, a tax consultant in Boston MA provides monthly bookkeeping, tax preparation, QuickBooks Online setup, cleanup services, reconciliations, financial reporting, and small-business consulting. She helps businesses stay organized, accurate, and IRS-ready.
When should I hire a tax consultant in Boston MA?
Hire a tax consultant in Boston MA for planning and guidance.
Can a tax consultant in Boston MA help businesses?
Yes, businesses benefit from a tax consultant in Boston MA.
Is a tax consultant in Boston MA different from a preparer?
Yes, a tax consultant in Boston MA focuses more on strategy.
Does a tax consultant in Boston MA offer year-round support?
Yes, most tax consultants in Boston MA services are ongoing.
How do I find a local trusted tax consultant near me in Boston MA?
A reliable tax consultant in Boston, MA should offer proactive planning, local tax knowledge, and customized advice. Working with a local consultant helps you make informed financial decisions year-round.
Do you offer virtual or remote bookkeeping?
Yes! J&C BalanceWorks provides 100% virtual bookkeeping for clients across Massachusetts, New Hampshire, and nationwide. You can upload documents securely, and we handle the rest.
What makes J&C BalanceWorks different?
We’re led by a former IRS Revenue Agent with 14+ years of experience, which means your books are handled with expert accuracy, compliance, and audit-ready standards. We bring big-firm knowledge with small-business care.
Can you fix messy or behind bookkeeping?
Absolutely. We specialize in QuickBooks cleanup for Massachusetts and New Hampshire small businesses, including past-due reconciliations, uncategorized transactions, and account corrections whether you’re 1 month or 2 years behind.
How much do your bookkeeping services cost?
Our monthly packages typically range from $300–$3,000+ based on your number of transactions, bank accounts, and business complexity. Custom quotes are available for businesses in MA, and NH.
Can you help set up or fix QuickBooks Online?
Yes. We offer QuickBooks Online setup, troubleshooting, account syncing, and training. Many clients come to us after struggling with bank feed issues, miscategorized transactions, or incorrect setup.
How can I schedule an appointment with you?
You can call 978-200-3331, message us directly on Google, or book a consultation through our website. We offer flexible scheduling for clients in MA and NH.
Do you offer services to new or small businesses?
Yes! Whether you’re a brand-new startup or an established business, we help you set up strong financial systems, understand your numbers, and grow with confidence.
How does J&C BalanceWorks help businesses grow?
We provide clear financial reports that show where your money is going, identify areas to save, and help you plan for taxes. Clean books lead to better decisions, better profits, and better growth.
Local Tax Consultant Near You, Serving Boston, MA
Need a tax consultant near you in Boston MA? As an experienced tax consultant in Boston MA, we provide proactive planning strategies that reduce liabilities and support long-term financial growth.