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Tax Lady

Tax Lady

Reviews Summary

Most reviews are extremely positive, praising the professional, friendly, and thorough service, with many long-term clients highlighting trust, expertise, and personalized care. A few negative reviews cite unprofessionalism, high fees, or scheduling issues, but the overwhelming majority recommend the service highly for tax preparation and year-round support.

About This Listing

Bookkeeping
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
State-Specific Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
State-Specific Experience

Contact Information

Address

2051 Acushnet Ave

New Bedford, Massachusetts 02745

Visit Website Call Now Get Directions

Hours

Monday 10:30AM-6PM
Tuesday 10:30AM-6PM
Wednesday 10:30AM-6PM
Thursday 10:30AM-6PM
Friday 10AM-3PM
Saturday 10:30AM-3:30PM
Sunday Closed

Customer Reviews

Virginia and the staff at Tax Lady New Bedford provide superior service ! I?ve been going to the Tax Lady for about 15 years. However, last year because personal issues I was unable to follow through with my appointment so ended up going to H & R Block last minute and I?ll be sure to never make that mistake again. Not only does Virginia and her staff provide phenomenal customer service, you?ll also have a much more personal experience where you can feel that the ladies over there will go the extra mile to

Was recommend to go here for my taxes and the recommendation did not disappoint. Virginia was so great I went in there in a full panic and anxiety, left feeling supported and having solutions to my tax issues. She is wonderful, kind, smart and super helpful. Her welcoming environment and transparency was what I needed. I have been to so several tax folks over the years but I finally found my tax person. I highly recommend Tax Lady.

I absolutely LOVE Virginia. She goes above and beyond and really looks out for her clients. My whole family pretty much comes here and they are who recommended me. The staff is very courteous and professional too!

This is the BEST Tax Prep office around! Virginia and her staff are honest straight shooters and very compassionate. It's like coming to your sister's house for a visit. No matter what your tax or book-keeping concerns may be, this is the place to help you. The Tax Lady was recommended by a friend, and I am so grateful! So I hope this recommendation helps you to worry less and feel more confident about getting your taxes prepared, working through tax issues, and feeling empowered.

For years the Arlington Tax Group has been my families trusted source in handling our personal taxes. I am always confident in Virginia and her team to get me the best returns and overturn every rock along the way. It is great to have the year round support as well.

I have been doing my taxes with Virginia at the Tax Lady since 2010! Her and her team have always been so amazing to me each year! The atmosphere and culture in the office is nothing short of amazing! They are always here to help with any and all tax questions I need and throughly explain everything so I understand.

My family and I have been clients for years. Virginia, Donna, and other staff are all great. Professional. Friendly. Efficient. Thankful for their service and support. 5 stars!

What can I say. Wonderful helpful great refund. They are super busy with great service. Come early.??

I'm not sure if they were having an off day but customer service was horrible. Not sure how they come up with fees but wanting to charge someone 400$ to file the simplest return was a little much. I will not be returning.

When one lacks critical thinking , logical reasoning , common sense and an independent mind and is so gullible to swallow the propaganda rather than actual Facts and Truths , they should not be trusted with your taxes . The Psychosis brought about by a PLANNEDEMIC , exposes those weak of mind and character . The one good thing about about coronaHoax , is now you can spot the morons by their muzzle .

Virginia and her team are great! Very knowledgeable and goes above and beyond!

Been a customer and a friend for 26 years. Professional and thorough. When they do it, you can be confident it is done right.

Great plae for doing your taxes, the staff is very friendly and very helpful. I would recommend them to everyone, I'm so happy I found them.

Very unprofessional, rescheduled appts at the last minute and pulled a no-show at one appt.

Highly unprofessional

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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