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    Expert Tax Solutions

    3.2 (9 reviews)

    Services - Expert Tax Solutions

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    Medford Tax Experts - John Warren at the Schuldiner/Smollan National Tax Leadership Academy in Baltimore. Twelve Enrolled Agents across the country...

    Medford Tax Experts

    (11 reviews)

    Be aware that Medford Tax does not accept clients who will be filing an extension…read more I was an existing client of Medford Tax from the prior year, and while John had made a bunch of careless errors on my tax forms last year that I had to personally spend time to correct, I decided to give them another chance. When I called in again this year, I reminded them of my situation about my forms, moving states, and that I needed to file for an extension due to a K-1 that comes in later in the year. They were ok with all that and I was sent a login link to the Medford Tax portal to submit documents for my taxes. After I reminded them that I was planning to file for an extension, they reconsidered and I was told that I'm "no longer a good fit" since they don't want to help people with extensions as they said it was like "preparing the same taxes twice". I understand that they may not like it when people file for extensions, but it is an extremely common practice with personal taxes that they should be accustomed to. I was surprised to be given this treatment and refused their services just because I am filing for an extension. Please be aware that Medford Tax does not treat returning clients well and are not very thorough when preparing taxes.

    Akan helped me during a very difficult situation where I needed to file my mom's taxes for the last…read more10 yrs. Akan's calm demeanor and knowledge is unsurpassed. He explained everything in simple steps. I would walk into his office feeling like the world was ending, and by the time I left I would be motivated to keep going to find the information we needed. I feel so much relief that my mom's taxes are done. I don't know what I would have done without Akan! Thank you!!!

    Cyndie Barone, CFP & Associates - Why wait for the date?

    Cyndie Barone, CFP & Associates

    (12 reviews)

    Worked with Cyndie and team for the first time this year and had an incredibly positive experience…read more They helped prepare taxes for me and my family, and everything was just smooth and easy. I shared some high level info over email, uploaded a bunch of documents, we emailed back and forth as questions came up, and they got everything prepared quickly. Totally hassle free. Everyone I interacted with was polite, responsive and helpful. Definitely going back to them every year and would recommend them to anyone needed tax help.

    So I've done my own taxes with the help of CPA-in-a-Box for, well, ever. They were never more…read morecomplicated than a bank statement and some pay stubs, so I never worried about it until this year when I had exercised some stock options. I figured it would be pretty simple, but 18 hrs and a toner cartridge later, I could barely scrape together enough info to fill out my extension, which sucked since I really wanted my stimulus check sooner than later. Did I mention I was unemployed at the time? Tail between my legs, I headed for Cyndie based on some random yellow pages reviews. Even though I had attempted to do them myself *and* had made some incorrect assumptions *and* handed off a mass of jumbled printouts and random scribblings, she was very professional, fast, and super nice. She even caught a little handwritten memo I'd made to myself about an ancient savings account that I had forgotten to tell her about during our initial meeting. Hurrah for being thorough! I thought her fees were on par with other tax prep services (simple filing, renter, not self-employed, MA and federal ~ $160) and was totally worth it considering the time I'd already spent plus the extra fees for e-filing Turbo Tax or H&R Block would have stuck me with ( ~ $80 + HUGE UNCERTAINTY). Plus she answered all my additional questions for free, which other chain services don't do. Anyway, Cyndie really put my mind at ease. I got my refunds back within 2 weeks and my stimulus check came on time in the mail the other week as if I had never filed an extension. Awesome. I'm giving her a high-five next time I see her.

    Ferguson & Ferguson CPA

    Ferguson & Ferguson CPA

    (2 reviews)

    Ferguson & Ferguson is a Salt of the Earth Father Son duo of PHENOMENAL CPAs. I LOVE this firm!!!…read more Honestly, Earl Ferguson helping me with my taxes has been a GAME CHANGER for me. Previously I had used H&R block and just never felt like I was in good hands - It was always some inexperienced kid on rotation who was assigned to file my taxes and overall an uncomfortable experience... so much that I actually became intimidated and overwhelmed by the entire process and didn't file for a couple of years. A completely Polar Opposite experience when walking into Ferguson & Ferguson!! My usual tax anxiety was immediately extinguished as soon as I began chatting with Earl and his son, David. Both Earl and David are extremely professional and go through everything with a fine toothed comb to ensure that you're not paying any extra or missing out on any possibly deductions. Earl even helped me to strategize for the upcoming year to help alleviate my tax burden. It feels good to work with someone you can genuinely trust with your taxes right out of the gate. If you're looking for a judgement free down to earth tax experience, these are your guys. I highly recommend this firm!!

    I've been a long standing customer with David for years. When we first started out with David my…read moretaxes were a mess, and in short order he was able to fix incorrect filings from past years and get me returns that I had missed. Through the years he has help my family with tax planning and getting my wife's business set up. I strongly recommend Ferguson & Ferguson CPA to anyone that is not looking to work with the H&R Blocks. As for the Lady who answers the phone, I can see how someone might get that impression. She is nice a Lady and a temp worker during their busy season. She doesn't managed their calendars and helps out with menial tasks. Typically she will take a message and David or his Father will call you back.

    Expert Tax Solutions - taxservices - Updated July 2026

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