Updated:
← Back to Top 24 Bookkeepers in the Boston-Cambridge Area, MA (2026)Tax Smart Service
Evidence Score 67/100 at 75% evidence coverage 2 of 24 on the Boston-Cambridge area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Other fees only, no monthly price
- Local or remote?
- Local
- Software?
- QuickBooks Online
Who they say they serve: contractors (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; IRS preparer record found for a named person; publishes a starting price.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Tax Smart Service | home page | |
| Website | https://taxsmartservice.com/ | home page | |
| Office locality | Waltham, MA | home page | |
| Phone | +17813305013 | home page | |
| Offers bookkeeping | Documented: ...ITIN & Accounting Services in Waltham, MA Year-round tax preparation, ITIN assistance, bookkeeping, payroll, and tax planning for individuals and small businesses. Get clear... | home page | |
| Monthly bookkeeping | Documented: ...to QuickBooks Online and set up your chart of accounts correctly for your industry. 2 Monthly Bookkeeping We reconcile all transactions, categorize every expense and income item... | /services/bookkeeping-accounting | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...What if my books are a mess or I am months behind? We offer bookkeeping cleanup and catch-up services. We'll reconstruct your records from bank statements and get you current - no... | /services/bookkeeping-accounting | 5 pts (max 5) |
| AP / AR | Documented: ...(income & expenses) Profit & Loss statement (monthly) Balance sheet preparation Accounts payable and receivable tracking QuickBooks Online setup and management Year-end tax-ready... | /services/bookkeeping-accounting | 4 pts (max 4) |
| Payroll coordination | Documented: ...Services in Waltham, MA Year-round tax preparation, ITIN assistance, bookkeeping, payroll, and tax planning for individuals and small businesses. Get clear guidance from a local... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...in… Starting at $399 Learn More → Bookkeeping & Accounting Clean books, accurate financial statements, and audit-ready records - so you always know where your business stands and... | home page | 6 pts (max 6) |
| Industries served (documented) | contractors | /services/business-formation | 5 pts (max 5) |
| Software supported | QuickBooks Online | /services/bookkeeping-accounting | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Wilson A. Mejia Fernandez · Annual Filing Season Program record (on the IRS record) · business name on the record: Tax Smart Service | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes a starting price: "Starting at $149" | home page | 6 pts (max 6) |
| Onboarding described | Documented: ...own books and wants professional help - or who has fallen behind and needs to catch up. How It Works 1 Onboarding We connect your bank accounts and credit cards to QuickBooks... | /services/bookkeeping-accounting | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...date - month after month. We use QuickBooks Online to maintain your books and deliver monthly reports that give you a real picture of your business performance. At year-end, we... | /services/bookkeeping-accounting | 4 pts (max 4) |
| Communication channel / process | Documented: ...guidance from a local team. Book an Appointment View Services Local Waltham Office Secure Client Portal Bilingual Service IRS-Authorized CAA ITIN Specialists Year-Round Support... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): What is included / excluded (0 pts, max 5); Named contact / team (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Wilson A. Mejia Fernandez under the business name 'Tax Smart Service' in Waltham, MA. The record lists: Annual Filing Season Program record. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Tax Smart Service's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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