Boston Tax Help — Boston & The Freedom Trail Line

The Boston Desk answers on a real Cambridge (617) number — the area code of MIT, Harvard, and Boston College, of Kendall Square biotech and the Financial District, of Somerville triple-deckers and Newton households. We handle returns for the researchers and faculty across the universities, the clinicians at the hospitals, the founders and engineers along the Red Line, and the families across the 617 — equity, RSUs, and stock options, academic and multi-state research income, high-income Massachusetts filings, and the back-tax and IRS-letter work that follows when any of it gets reported wrong. One national firm with our full desk map coast to coast behind the local line. 100% virtual by design — no driving, no parking in Harvard Square, no waiting room. Start a conversation below.

Frequently asked in Boston

Do I need a tax preparer near me in Boston, or can I work with you remotely?

You can work with us entirely remotely, and most of our clients do. THE TAX CUTTERY is 100% virtual by design — secure document sharing, no driving, no waiting room. The Boston Desk has a real (617) number, backed by a national virtual practice.

I work in biotech and have RSUs and stock options. Can you handle that?

We do. Biotech equity is its own animal — vesting schedules, disqualifying dispositions, ESPP, and the gap between what shows on your W-2 and what your brokerage reports on a 1099-B. The Boston Desk reads equity returns carefully, because one wrong cost basis is a CP2000 waiting to happen. We track the vesting calendar and reconcile the 1099-B to the W-2 so the return holds up.

I got a CP2000 about an equity vesting. What does that actually mean?

A CP2000 is the IRS computer saying the numbers on your return don't match what was reported — with equity, usually a 1099-B whose cost basis doesn't match what your W-2 already included as compensation. It is not an audit and it is not a bill. In most cases it's a basis mismatch we resolve with a written response and the right documentation. Don't ignore it; don't lose sleep over it either.

I have income from a fellowship and consulting in a few states. How does that get filed?

Academic and research income often crosses state lines — a fellowship here, consulting there, a visiting position somewhere else. We sort the residency, file the non-resident returns where you earned, and claim the credit on your Massachusetts return so the same dollars aren't taxed twice. Multi-state is where generic software quietly gets it wrong.

Is this a real firm?

THE TAX CUTTERY is one national, trademarked firm organized as regional desks. The Boston Desk has a real (617) 812-1040 number, backed by a national virtual practice. No call center. No routing menu. the practitioner assigned to your file knows your situation before responding.