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 guidance and service, all accessible from the comfort of your home or office. Specializing in services for individuals, and small businesses, we also work with trusts, estates, and condo associations.
Every client at Cyndie Barone & 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, access worksheets, read our newsletter and pay for our services online, all when it is convenient for you!
Our team of professionals hold multiple certifications. We work hard to uncover every credit and deduction to help limit your tax liability and increase your refund potential.
Unlike location-only based offices, our interactions with you are not limited to standard office hours. Providing consultations by email, phone, Zoom or Skype, there is no need to schedule an appointment, or wait for an opening in our calendar. We know your time is valuable. Real tax professionals – providing real world solutions.
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 attended Boston University, receiving a diploma in Financial Planning. A health and life insurance instructor, she holds these licenses as well as other professional licenses. 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 annually. This information can be found by clicking here. She is also a CTEC CA Registered Tax Preparer (CRTP) #A312531. Verification can be found here.
About Rick Bornstein, CPA
Mr. Bornstein has been a CPA for more than thirty 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 Elizabeth Seitz Benoit
Liz is a graduate of Southern New Hampshire University, with a degree in business and a minor in Organizational Leadership, she also successfully completed the FINRA administered Series 6, 7, & 63 securities examinations and is now a registered representative and successful financial advisor with Cambridge Investment Research. Liz has been with us for over nine years and we are glad to have her as an integral part of our team. Ask her about her trip to Finland!