Cyndie Barone, CFP® & Associates

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We are also located in Waltham, MA for your convenience. Cyndie Barone, CFP & Associates provides tax preparation, tax planning, small company consulting, FAFSA application assistance, life and long-term care insurance and other related services. As our client, you get personalized, quality service. Although paying taxes may be painful - we believe having them prepared does not need to be. We offer office appointments, as well as consultation by mail, email, fax or phone. Our goal is to provide efficient, cost-effective services and we are available year-round to serve you with advice and assistance unlike store front providers. Tax code changes and becomes more complex every year. Being informed about all the up-to-date changes is part of our job. We are able to file in all 50 states. Ms. Barone earned her CFP designation in 1996 and has been a tax preparer since 1982. A Rutgers University graduate, Ms. Barone also attended the Boston University Center for Professional Education, receiving a diploma in Financial Planning. She taught health and life insurance in the states of Massachusetts and Rhode Island and holds these licenses in a number of states as well as other professional licenses in MA, NM, MD, NC, CA, NY, PA, OK, CO and Puerto Rico. Notary services are available in both locations.