Certified Public Accountants
Specializing in Healthcare Professionals

Thank you for using our services!

We appreciate your business and hope the information on this page helps guide you through the process.  If you need any additional information, please don't hesitate to contact our office at 800.471.0045 or by email.

This page is dedicated to New Clients and includes all the useful tools, links, and forms you will need.

STEP 1: Set up an appointment with us:

• Use our Online Appointment Scheduler:

   

  Or the link: https://www.securedata-trans13.com/ap/schwartzschwartzpc/index.php?page=10

• Phone - Call our office at 781.938.0045 from 9 am - 4 pm to be assisted by our Front Desk Staff

STEP 2: Establish a Client Portal:

• Establish a Client Portal so you can send and receive documents to/from us securely

• Instruction page about Client Portals and link to set your's up!

STEP 3: Download your New Client Kit:

Please download, complete these forms as applicable, and upload to your portal or bring to your appointment:

• Preliminary Tax Organizer Worksheet for New Clients

• What to Bring to your Appointment (includes a checklist of documents you can upload before your appointment or bring to your appointment)

• Professional Expenses Worksheet

• List of common business expenses for Healthcare Professionals

STEP 4: Find us:

• Directions to our office in Woburn, MA and Contact Info

• Get directions through Google Maps

STEP 5: FAQs: Everything you could possibly ask about processing and completing your returns

• A guide to our most Frequently Asked Questions during Tax Season

• Our Client Corner - where you can find additional tools as a Schwartz & Schwartz client