About Us


Our personal mission is to be more than tax preparers who champion accuracy, honesty, sincerity, and integrity. We are convinced the only way to succeed is to build relationships with clients who appreciate the same core beliefs and want to enhance their own lives and the lives of others.

Mission To Deliver

Our mission to deliver drives us to provide peace of mind, security, and accountability for each and every client while dedicating ourselves to constant and never-ending improvement. Restating our motto “Making Taxes Less Taxing“does not end after the return is prepared. It goes by in depth analysis to save on taxes currently and prepare for future events.

Securing Your Privacy and Data

Securing Your Privacy & Data

Most dictionaries define security as freedom from danger or risk and something that secures or makes safe.
In a time when computer security breaches at large and small organizations have become increasingly common, we understand your deep concern about protecting your personal and financial information. Tax Shop has software, network, personnel, and policies designed to help protect your financial and personal information—not only from the most skillful hackers, but also from the careless error that could lead to loss or release of information.

Tax Shop has crafted a multilayered solution, combining several technologies that work together in an effort to shield your sensitive information from unauthorized access and tampering.

Intrusion protection and detection systems monitor all access to the Tax Shop and actively stop attacks.
A combination of firewalls and access controls work to limit network access to personnel who need it.
Moreover, firewalls are equipped with deep-packet inspection that searches automatically for viruses, spam, and other forms of intrusion.

All electronic transmissions of your account and personal data within the Tax Shop and it’s tax software (Drake) are encrypted thus preventing it from being tampered with.

Tax Shop backs up all information nightly where it is stored in a remote location to prevent data loss.

Our Polices & Procedures (IRS)

Tax Shop has a Privacy Policy in place required and approved by the IRS, recognizing in writing its commitment to preventing unauthorized access to the information it collects, including information held in electronic format, by maintaining physical, electronic, and procedural safeguards.

In addition with IRS compliance, third parties seeking information on clients is not permitted without the written consent of the clients’ and the use of IRS authorized form 7216.

Form 7216 specifies the requestor and purpose of the information. If this form is not used, it is the clients’ responsibility to adhere to this privacy issue and information will not be shared by Tax Shop.

For investment clients, Advisory Group Equity Services, Ltd., offers access and information developed especially for you.

Tax Shop’s data retention policy is compliant with the IRS and Mass DOR. We retain any hard copy files for three filing years and a fourth year in archive. Beyond those years and other information are shredded using the service, Shred-it. When full, a locked steel bin, property of Shred-it is removed and replaced with another empty bin. The full bin is taken to a remote location and shredded 8 fold. A certificate confirmation is delivered by Shred-it to Tax Shop acknowledging the records were destroyed.

Our Team