*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.*
6 Omni Way Suite 201
Chelmsford, Massachusetts 01824
We have been working with Marybeth for well over twenty years. She has been preparing and filing both our personal and business tax returns. She provides financial expert knowledge that is invaluable and trustworthy. Her quick response time to any issues or questions you have can not be matched. I highly recommend her if you are looking for trusted accountant.
I am the bookkeeper for a small construction business and Marybeth has been our accountant for nearly a decade. She is tremendously knowledgeable in her field and is always up to date on tax trends and laws. She has helped bring our corporation to its highest earning potential and has been the voice of wisdom not only on financial but also personal decisions. We cannot say enough about Marybeth?s professionalism and service. If you?re looking for an accountant, do not hesitate to employ Massimino CPA, LLC.
My law firm has used Marybeth on a variety of tax matters over the past few years. In addition to providing sage financial advise, Marybeth has prepared fiduciary tax returns, individual tax returns, estate tax returns, and business tax returns on behalf of my clients. She is very capable, responsive and focused. I would highly recommend her.
Marybeth Massimino CPA has been my personal and professional account for 25 years and I have strongly recommended her services to other practices and my closest friends. Marybeth has provided outstanding service each and every year and has been very responsive to our needs. She is on the top of her game providing insightful and up to date advice on practice management, taxation and accounting. Equally important, she is personable and a pleasure to work with.
An oversight/error made by Marybeth & team in filing my tax return resulted in a penalty & interest to me of $4k. Fee paid should garner better service.
Marybeth was an excellent resource for a particularly complicated filing year. She was not deterred by any of the unique aspects of my situation and her no nonsense approach was refreshing and professional. I would certainly recommend her to anyone looking for a knowledgeable and capable accountant.
Marybeth and her team has been fantastic from the day we engaged their services. We have a small family business and when I came onboard to manage Quickbooks, she was essential in training me and helping me learn all I needed to know about accounting. I do not have an accounting or financial background and so she was a life saver at the time. Since then, her team has been available for any questions, issues, additional training, and much more. I highly recommend Massimino CPA!
If you want a short review, I highly recommend Marybeth. She will treat you like her only client, and truly has your best interests in mind. Longer review (bc she truly deserves the praise), I found Marybeth through searching the MA CPA site. I saw some glowing reviews so decided to pick up the phone & call to see if I would even get through. Keep in mind this was our first conversation, she spent over 20 minutes carefully listening to our financial situation, asking questions & giving us an honest assessm
Massimino CPA is a terrific accounting firm that does a great job of taking care of its customers. We find the response time, accuracy of the information, and timely delivery of the final product to be exemplary. We highly recommend Marybeth and her team to anyone looking for a highly competent full service accounting partner.
Marybeth and her team have provided excellent tax and financial consulting services to my engineering firm over the last 15 years. She makes herself available whenever we have questions or issues, even during the peak of busy tax season. We have and will continue to rely on Marybeth for all of our tax and financial needs.
Our law firm has used Marybeth Massimino as a financial expert for many cases in recent years. She is a brilliant financial wizard who has provided us with invaluable insight regarding the finances of opposing parties. We have consistently been impressed by her undeniably thorough analysis and wide array of knowledge. We have always known her to do stellar work and would recommend her to anyone looking for a financial advisor or accountant.
I have worked with Marybeth as my personal and business accountant for over 20 years. She has provided consistently excellent service and advice on the management of my practice, accountant and taxes. She is a pleasure to work with and would recommend her without reservation.
We hired Marybeth to do a review of the sale of our business. They were timely and thorough. Although we won't be getting any money back, we were very happy with their work for a very reasonable price. Highly recommend!
Marybeth has handled my companies taxes for the past several years. She has alway done an fantastic job and in several cases has been able to save us money. Her attention to detail and financial knowledge is a winning combination. I highly recommend her services.
I took over as treasurer for a non-profit in the eleventh hour and we were able to get our financial filings in order thanks to Marybeth and her team. I highly recommend anyone in need of a CPA to look no further than Massimino CPA!!
Mary Beth and team provide our company (JetSweep) with personal and corporate tax preparation, corporate tax strategy and corp advisory services. Mary Beth responds quickly to any inquiry, always proficient and professional. As an S-Corporation, working with Massimo CPA was a great decision, and we have great trust in the relationship. Highly recommend!
As a newly formed law firm, we have been so grateful to Marybeth for her assistance with setting up our practice and for her ongoing advice and guidance. Marybeth has been instrumental in helping us get our business on solid footing as we began this new venture. We could not recommend her more highly. Trish & Gretchen, Siefer Nelson Law Group (Family Law, Carlisle, MA)
I have been working with Marybeth Massimino CPA for over 20 years. She is honest and someone you can trust. She always has provided me with great advice and has done my personal as well as corporate tax returns. She always does the right thing.
Marybeth has taken care in getting to know us while providing invaluable insight into the financial management and outlook of my husband's small business. He would not have the success he does right now without her help and guidance!
Marybeth stood me up at our appointment. Assistant called me an hour later criticizing me for not calling. Marybeth texted me back with sore words after I told the assistant I do not want to continue with their service. Not a word about being apologetic of missing the appointment. It?s such unprofessional experience.
Massimino, CPA Firm has provided superb financial services to our Local Union since 2015. Marybeth's expertise and knowledge of the financial and compliance reporting for a Labor Union is exceptional. We highly recommend Massimino, CPA.
Massimino CPA is very experienced and professional. They have been preparing and filing my business and personal tax returns for the last 7 years. They are always available for help and answer any questions that come along during the year. They are quick to resolve any issues that may arise. I highly recommend using Massimino CPA.
I had the pleasure of speaking with Mary Beth today regarding a pending financial inquiry and I was delighted when she reassured me, with a courtesy call and a few calculations, that my concern was not warranted. I will forever be grateful for her kindness, attention to detail, and true professionalism.
We are very pleased with Mary Beth. She has helped us grow from a 5 person firm to over 20 employees. She was instumental in helping us transfer internal ownership from former mafority owner.
Marybeth was responsive to my request to give me a call and discuss my issue. At this point, we couldn't work but I hope to work in future. I liked the fast response time.
Massimino CPA is an extremely intelligent, capable, knowledgeable and efficient CPA firm. We switched firms last year, and it was like going from the minor leagues to the majors, great decision for JetSweep!
I am enormously impressed with not only MaryBeth?s knowledge but also her prompt response to my inquiry. She is generous with her time and her advice was invaluable in helping me get my small business off the ground. Thanks so much, MaryBeth!
Helped me with a brief tax question and they went above and beyond to assist. I will be using this company in the future.
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.