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A wealth of tax and financial information for healthcare professionals

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Your place to find all the links, downloads, and forms you need!

Dear Andrew: Do you know how long it is since I have been having my tax returns prepared by the Schwartz family?  I do.  It was your father, in blessed memory, who prepared the first tax return for the year 1971.  Best wishes and good health to all of you, Natalie D – born 1909 (Still a client in 2011!)

ADOBE:

Download a free copy of Adobe Reader - to view PDF documents

New to Adobe?  View our "Schwartz Guide to Adobe" for our clients

Need to create PDFs to send us? - Download Adobe Acrobat (free for their basic edition)

APPOINTMENTS:

Please click on the Book Now button above to use our online appointment scheduler to book your appointments during tax season (Jan.-April).

You can also call our office to schedule an appointment at 781.938.0045.

DIRECTIONS:

To our office in Woburn, MA

Get directions through Google Maps

DIRECTORY OF DOWNLOADABLE FORMS FOR:

FAQs: A guide to the most Frequently Asked Quetions

LINK TO CLIENT PORTALS:

          Instructions about portal

MAIL SAFE - Info regarding the email encryption service we use

PAY:

Click here to pay our fee online through Paypal's secure server

REQUEST:

- copies of your forms (tax returns, W2s, mortgage info)
- a Speaker for your next event
- Third party authorization form (to send your info to third party) PDF

MDTaxes Network - A great wealth of tax and financial information for healthcare professionals - http://www.mdtaxes.com

- Our Message Board - Ask our CPAs a question or review past discussions

- Our Latest newsletter - http://www.mdtaxes.com/news.html
- Our Newsletter archive - http://www.mdtaxes.com/oldnews.html
- Our Podcasts - http://www.mdtaxes.com/podcasts.html

LINKS TO GOVERNMENT AGENCIES:

- Internal Revenue Service - www.irs.gov
- Social Security Administration - www.ssa.gov
- Mass. Dept. of Revenue - www.mass.gov/dor
- Mass. Attorney General - www.mass.gov/ag

Other State Dept. of Revenue/Taxation:

- California - http://www.boe.ca.gov
- Connecticut - www.ct.gov/drs/site/default.asp
- Illinois - http://www.revenue.state.il.us
- Maine - http://www.state.me.us/revenue
- New Hampshire - http://www.nh.gov/revenue/index.htm
- New York - www.tax.state.ny.us
- New Jersey - http://www.state.nj.us/treasury/taxation
- Rhode Island - www.tax.state.ri.us
- Vermont -http://www.state.vt.us/tax/index.shtml