from $350
Personal returns
Form 1040 for individuals and families, including W-2s, 1099s, credits and estimated taxes.
Quincy, MA · CPAs for families, freelancers and local businesses
Tax season without the phone tag.
Meet the Harborlight front desk, the firm's AI assistant. It answers questions about documents, deadlines, pricing and your return status any time of day. When something really needs a human, the assistant steps back and a CPA takes over.
Security and trust
Written Information Security Plan (FTC Safeguards Rule)
Encrypted client portal, one-time login codes
AI assistant runs on a private server, not a public AI service
Every return reviewed and signed by a CPA
Services
Plain pricing, no surprises at filing
Fixed starting prices for the everyday work. The front desk can point you to the right service in a minute.
from $1,200
Business returns
Form 1120-S, 1065 and Schedule C filings, plus quarterly estimates and payroll coordination.
from $400/month
Bookkeeping
Monthly close, reconciliation and clean books so tax season starts from a tidy place.
from $250
IRS letters
We read the notice, explain what it means, and respond on your behalf with a clear plan.
How it works
Six steps, start to signed return
Most of the back-and-forth happens in the portal. The front desk is there the whole way to answer questions.
Engagement letter
You approve scope and fees in one click before any work starts.
Organizer
A short questionnaire maps your situation to the right forms.
Upload documents
Drop in W-2s, 1099s and statements; the front desk tells you what is still missing.
Preparation
A preparer builds your return and asks you about anything unclear.
CPA review
A licensed CPA checks every line and flags any risk worth discussing.
Sign and e-file
You sign Form 8879 in the portal, we e-file, then watch for IRS acceptance.
Key dates
Don't miss a deadline
Jan 15
Estimated payment
Mar 15
Business returns
Apr 15
Personal returns
Oct 15
Extended returns
2027 filing season; confirmed each January. Ask the front desk to remind you and to draft your extension.
Ask us anything
Answers without the hold music
The front desk is an AI assistant, not a person. It gives you a fast, plain-language answer any hour, and it hands off to the Harborlight team the moment a question needs a CPA's judgment.
Prefer a person? Call 555-0188