1. Insource Service

    1. Insource Service

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    Wellesley, MA

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    Insource Service

    5.0 (1 review)
    Closed 8:30 am - 5:00 pm

    Services - Insource Service

    Business consulting

    Accountants

    Bookkeepers

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    6 years ago

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    Cyndie Barone, CFP & Associates

    Cyndie Barone, CFP & Associates

    4.7
    (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.

    Insource Service - businessconsulting - Updated July 2026

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