*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
400 Tradecenter Dr Ste 5900
Woburn, Massachusetts 01801
Doing taxes is never a particularly enjoyable experience, however Jay and Hanna made is as enjoyable as it could be. Hanna was responsive, pleasant, and really easy to ask seemingly silly questions to. Jay has been an invaluable partner as I get my new small business up and running. I feel like I am good hands. Their online platform was easy to use as well. I'm really happy with my decision to use this team.
Outstanding CPA ? The Perfect Blend of Personal Touch & Technology! I highly recommend Jay! He has been doing my personal and business taxes for several years. He is the perfect combination of expert guidance, personal attention, and seamless technology. He and his team go above and beyond to ensure everything is done accurately, efficiently, and stress-free. One of the things I appreciate most is how accessible he is. Whenever I have a question, he and his team are quick to respond with clear, profession
I highly recommend Jay and the Moriarty team. He has been doing my small business and personal taxes for the past couple of years and I couldn?t be more impressed. Jay is efficient, easy to work with, responsive, and very knowledgeable. Hanna has been wonderful to work with as well. I am grateful to have found such a great accounting team!
My husband and I just became clients of James and his team. My husband met with James for a free consultation at the start of the 2025 tax season and came away impressed. Since that time the Moriarty team has been very professional and quick to respond to any questions. Our tax return was completed in a timely and satisfactory manner. We were kept informed throughout the process and my husband met with James upon the completion of the return. James provided some good advise and strategies going forward t
Would highly recommend James and his team for taxes! I was looking for a new accountant and was referred to them by a friend and it was a great choice. This was my second year using them and Hanna and team make everything so easy! Communication was great, and uploading to the portal made things so simple. Once I uploaded all my documents, my taxes were done in less than a week. Love how easy they make everything!
I recently had the privilege of working with the esteemed office of James P. Moriarty, CPA, for my tax filing, and I am thoroughly impressed by the exceptional service provided by his team. Under James P. Moriarty?s leadership, the process was made remarkably smooth and straightforward through his meticulous approach. The office?s seamless integration of technology was evident, as he streamlined all aspects of the filing process with an elegant and efficient system. The introduction of the e-filing option w
Jay has been doing my taxes for the past 5 years. He does a great job and is always there to answer any additional questions I may have. I can definitely recommend his firm to do your taxes.
It was great to work with somebody face to face before trusting them to prepare my return. Very personable and professional. Office was quick to respond to my questions. Looking forward to working with James and his team next year. Highly recommend.
Great service and a great job doing our taxes. Used them for a few years from a recommendation from our daughter, never regretted it. This year first time using them via online filing. After a few bumps, no problems, but we had great guidance and help from the staff who were very patient and had good explanations to guide us through the process. Yes I'd use them again and again. Dave W
We started working with Jay and his team in 2025 and can't be more impressed! He does all of our business accounting as well as personal taxes for entire family. We will also be working with him for our estate planning and retirement plans as well. Everyone at Moriarty, CPA are amazing to work with!
James P. Moriarty handles our tax preparation efficiently each year. He completes the work on time and is knowledgeable of tax regulations. He's a reliable, no-nonsense professional.
Jay is professional, knowledgeable and efficient. We engage Jay for the first time in February 2025 after our long term tax accountant retired. My husband and I felt assured our tax filing was completed with integrity and accuracy.
Second year James and team has done my taxes. Last year I was extremely impressed with the thoroughness, I had family members switch over. I love how everything is clearly explained and questions are answered in depth. I am extremely confident and stress free about taxes now, knowing I am in good hands that will take care of me. Fully recommend James and team!!
Extremely professional and responsive to my tax preparation needs. If your not using Jay?s organization for your tax and accounting needs, you should be! A Great Experience!
I am very happy with CPA James P. Moriarty and his team! The process for filing my taxes was streamlined and smooth. Communication with Hanna was fast and efficient. James processed my return within a week! I highly recommend CPA James P. Moriarty!
I would highly recommend James P. Moriarty, CPA. We have used James for filing our tax returns the past several years and he and his staff have provided excellent service. They are knowledgeable, professional, and extremely responsive to all inquiries.
Jay is an incredibly knowledgeable and efficient tax professional. His helpfulness sets him apart. We really enjoyed working with Jay and his team this tax season.
James and his staff handled my complex returns efficiently, quickly and accurately. They found ways to save me money I was not aware off. They were very responsive and helped me the whole way through. Very happy I used them for my returns.
James Moriarty and his entire Staff are knowledgeable, helpful and professional. I highly recommend this Firm to anyone looking for a top flight CPA and an extremely efficient Staff. Hope to be with them for years to come. -Peter Musto
I am very lucky to have found Jay - I recently needed to amend a MA state return due to an IRS form I forgot to originally include. The turnaround time was quick and the price was extremely fair. A highly skilled CPA that I am happy to know and recommend!
I was very satisfied with how conveinent it was to get our tax info to James, by either uploading through the portal or dropping it off. James and his team finished our taxes quickly and made themselves available to answer all of our questions afterwards. Great experience!
Jay is a Great guy, vert patient, and very thorough. Explains everything to a T. You will been in good hands with Jay. Wish we found him sooner.
Jay has done an outstanding job on our family?s tax returns for the past three years. Jay is a trusted financial advisor to my family and friends.
Professional, friendly, courteous, and reasonably priced. I am an attorney and I refer my clients to Jay as I know he and his team will treat my clients the same way they treat me come April.
We used James Moriarty last year for tax prep after our CPA retired. They were communicative, knowledgeable & made the whole process very straightforward & easy. We will definitely be using them moving forward.
Working with James and his team is the best decision I have made for my small business. He is Extremely knowledgeable, patient with things I did not understand, and the team is welcoming when I have to drop in.
Moving my business and personal accounting to Jay was a great decision. Knowledgeable, responsive, and excellent guidance in financial matters.
I have been using James Moriarty CPA for several years. He is very professional and knowledgeable. I highly recommend him as he is so wonderful and easy to work with
Their support in filing my taxes was tremendous and very helpful when navigating complex legal documents and tax possibilities. I?m very grateful to work with them and have enjoyed all their help for a few years now.
Jay and Hanna were very helpful and took care of all my families needs. We are very pleased with their promptness and professionalism. Thank you so much ??
Working with the Moriarty team has been a pleasure! They are polite, on time and accurate! Their app is seamless and a snap to use
We have worked with Jay and his team for several years, and they do a great job handling our tax preparation. Very thorough and quick - our returns (federal & South Carolina) have been completed and e-filed as of today. Great! The job is done and now we can relax! Peter Tobin, Mt. Pleasant, SC
My 4th straight year using James Moriarty's Tax Prep Services.... it get's easier each year! Thank you James and Team!
My best experience so far with my taxes preparation. James Moriarty is very knowledgeable and professional in the tax business. Also his team is very patient in explaining the process and instructing me on all tax documents and information needed to get a more accurate tax return with the lowest tax balance possible. I am a very satisfied client and will definitely come back next year. Thank you Jay, Madison and Nicole from the Wilmington office, your services are very much appreciated.
Been with Jay a long time very happy with all services plus a great team.
I have been working with Jay Moriarty for over 20 years. Jay has become my most trusted advisor. He is extremely professional, and he breaks things down for me so that they are easy for me to understand. I find Jay to be infinitely fair, reasonable, bright, and level headed. He is always available for all of my needs, and he is a great communicator. I recommend Jay whole heartedly!
I have had Jay Moriarty prepare my tax returns for several years now. He's been accurate with my returns, providing me with tax benefits new to me. He prepares my tax forms in a timely manner and is a great communicator! I've enjoyed working with him over the years!
We always feel safe and educated when dealing with Jay, who is very easy to work with and who does his job very well! Now sometimes my wife and I don't do our "jobs" for him very well :) and he's always very patient and continuously attentive.
I was referred to Jay by a friend after my previous accountant retired. It has been an absolute pleasure working him. One of the things I like most about working with him is he?s unbelievably prompt in responding to questions and emails for information. He also doesn?t outstanding job in getting taxes prepared any very timely fashion. I would Refer anyone and I know to work with him.
Jim has been doing my personal taxes for years. Always fast turnaround, welcomes questions and has handle some unique tax situations. Highly recommend him for simple and complex tax jobs.
Jay is very helpful and responsive. The tax preparation process was prompt and thorough. Definitely recommend Jay if you want your taxes prepared and filed in a professional, prompt, and stress-free manner.
Jay and Hannah know they're stuff! Highly recommend!
James is a wonderful partner. He is knowledgeable and always available and has worked closely with me and my financial advisors to ensure I have the best plan for my finances and taxes.
A pleasure working with J.P.Moriarty CPA.Courteous and Professional. A big 5 STAR.....Thank you
Jay has been doing our taxes for years. He's very knowledgeable, professional, and helpful with any questions we have. I would recommend using his services.
Jay is great to work with. He's knowledgable, professional and extremely responsive. He makes it easy to work with his firm.
I started a business in the beginning of Covid. James is always available for questions on everything from purchasing supplies and equipment to deductions I can take. As my business grows, I see James as an integral part of my team!!
Jay is prompt, answers questions and has been a pleasure to work with over the past three years. I look forward to continuing our relationship for years to come.
Highly recommend James Moriarty and his team.
Jay is great. Brings common sense answers to what seems like complicated scenarios. Does a great job for my businesses.
Jay has always been there when I needed his advise on a house sale, tax questions, etc. Always professional and knowledgeable.
Great firm, wonderful to work with
Jay is professional and extremely responsive, very easy to work with!
Very responsive and helpful in ensuring I understood all I needed suply in order to to have my taxes submitted.
Great! Very professional, helpful and so efficient! Been working with them for years and has always been a good experience.
Website was easy to use. J.P. responded timely by phone and email.
Jay M is simply a wonderful individual and knows all the tax laws. His support group is also very helpful.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.