Our goal is to provide cost-effective tax preparation, tax planning, bookkeeping, small business planning and life insurance services. We are ready and available year-round to provide you with advice and assistance.
It is no secret that tax code changes every year and understanding how these changes impact your specific situation is our job. We are dedicated to providing our clients with professional, personalized service and guidance. Specializing in services for individuals, and small businesses, we also work with trusts, estates, and condo associations.
Every client at Cyndie Barone, CFP® & Associates receives the attention they deserve. Our commitment to high standards and communication, along with being detail oriented is the reason our clients return year after year.
We do our best to simplify your tax preparation and filing process. Feel free to browse our website: you can securely upload documents, and pay for our services online, all from the comfort of your home!
Our team of professionals hold multiple certifications and we are able to prepare and file returns in all 50 states.
Although our offices are located in Waltham, MA – we are able to prepare and file returns in all 50 states.
Let us know how we can help.
About Cyndie Barone, CFP® Founder
Ms. Barone earned her CFP® designation in 1996 and has been a tax preparer since 1982. A Rutgers University graduate, Ms. Barone also attended Boston University, receiving a diploma in Financial Planning. She taught health and life insurance in the states of MA and RI and holds these licenses in a number of states as well as other professional licenses. She is a Notary Public in the state of Massachusetts. Ms. Barone has also completed the IRS registered tax return preparer exam as well as the IRS voluntary Annual Filing Season Program exam and has been issued an IRS Record of Completion. This information can be found by clicking here.
About Rick Bornstein, CPA
Mr. Bornstein has been a CPA for more than twenty five years. His areas of expertise include small to mid-size business and not-for-profit organizations. Rick has provided accounting, tax and consulting services to a wide range of clients and companies throughout his career including, closely held businesses, private foundations and high-net worth clients.
About Liz Seitz Benoit
Ms. Seitz is now Mrs. Benoit as she got married over the summer! Congratulations Liz. A graduate of Southern New Hampshire University, with a degree in business and a minor in Organizational Leadership, Liz also passed her series 6 exam. And now she is also a registered representative with Cambridge Investment Research. Liz is starting her sixth year with us and we are glad to have her.
About Elizabeth Quinn
Ms. Quinn is the newest member of our team of professionals. She is currently a graduate student at Bentley University and is a candidate for a Master of Science in Taxation. Her experience includes working at Ernst & Young in New York City, and several other local accounting firms.