3 Tax Preparers in Upton, MA

Browse verified tax preparers in Upton, Massachusetts. Compare providers and find contact information.

Avila Tax Services

167 East St, Upton, MA 01568
(508) 640-5003
Website: avilataxservices.com
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–4 PM"],"Saturday":["9 AM–12 PM"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}

Upton Tax Collector

1 Main St Box 2, Upton, MA 01568
(508) 529-3737
Website: www.uptonma.gov/162/Collector-Treasurer
Hours: {"Friday":["Closed"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}

Norton Bookkeeping, Inc.

100 Orchard St, Upton, MA 01568
(774) 314-7000
Website: www.nortonbookkeepinginc.com
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}

About Tax Preparers in Upton, MA

Upton, Massachusetts, is a small town with a strong sense of community, home to a mix of local businesses, farms, and residents who commute to nearby hubs like Worcester and Boston. Its economy includes small retail shops, service providers, and a growing number of remote workers. This blend of self-employed individuals, small business owners, and dual-income households means tax situations can vary widely—from freelance income and home office deductions to multi-state filings.

Finding a qualified tax preparer in Upton can help you navigate these complexities and avoid costly mistakes. Whether you’re a contractor tracking expenses, a family claiming education credits, or a retiree managing investment income, a local professional understands Massachusetts state tax rules and can tailor advice to your specific situation. They also stay current on federal updates that might affect your return.

BeforeTaxUSA.com connects you with tax preparers in Upton who are familiar with the area’s unique economic landscape. You can compare credentials, read reviews, and choose a professional who fits your needs—without the guesswork.

Frequently Asked Questions

What qualifications should a tax preparer have?

At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.

How much does tax preparation cost?

Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.

What documents do I need to bring to my tax preparer?

Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.

BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.

Business owners: to update or remove a listing, email [email protected].

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