Expertise From A Former IRS Agent
Tax Preparer in Boston MA
Tax Preparation
IRS Audit Assistance
Bookkeeping
Accurate Numbers With Proven Systems
Stress-Free And Accurate Tax Filing
Supporting Boston’s Small Businesses
About J&C BalanceWorks
At J&C BalanceWorks, our team assists individuals and businesses looking for a trusted tax preparer in Boston MA. We provide organized bookkeeping and tax-ready records that simplify the filing process. Whether you’re preparing for tax season or catching up on past records, we ensure everything is accurate, current, and ready—so tax time feels manageable, not overwhelming.
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
Client-Focused Support You Can Rely On
We approach every tax situation with the same care and responsibility we give our own finances.
Guided By Integrity And Experience
Our women-owned leadership emphasizes accuracy, transparency, and proactive financial guidance.
Precision In Every Filing
We use certified processes to ensure accurate, compliant, and dependable tax preparation.
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
Emily W.
“J&C BalanceWorks is our go-to tax preparer in Boston MA every year.”
Ryan T.
“Junia’s guidance as a tax preparer in Boston MA was clear and accurate.”
Nicole A.
“Colette provided excellent support as our tax preparer in Boston MA.”
Gallery
Trusted Tax Preparer in Boston, MA
Looking for a trusted tax preparer in Boston, MA? J & C BalanceWorks offers dependable tax preparation services designed to save you time, money, and hassle. Our certified professionals review your financial documents carefully, identify eligible deductions, and ensure error-free filing. We work with individuals, families, contractors, and small businesses that need reliable support during tax season and beyond. Let our team simplify the process so you can file confidently and avoid costly mistakes.
FAQs
What does a tax preparer in Boston MA do?
Junia, a tax preparer 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.
Can a tax preparer in Boston MA handle complex returns?
Yes, a tax preparer in Boston MA can manage multiple income sources and deductions.
Is a tax preparer in Boston MA better than filing myself?
A tax preparer in Boston MA helps reduce errors and missed deductions.
When should I hire a tax preparer in Boston MA?
It’s best to hire a tax preparer in Boston MA early in tax season.
Does a tax preparer in Boston MA help after filing?
Yes, a tax preparer in Boston MA can assist with notices and corrections.
How do I find a local trusted tax preparer near me in Boston MA?
A trusted local tax preparer in Boston, MA should have proven experience with federal and state returns, clear communication, and a track record of accuracy. Working with a local provider ensures timely support and personalized service.
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 Preparer Near You, Serving Boston, MA
When you need a local tax preparer near you in Boston MA, our local team delivers fast turnaround, clear explanations, and dependable filing both in-person and remotely. As a dependable tax preparer in Boston MA, we handle federal and state returns with precision.