Tax Preview Day
Tax Preview Day
Early Information on Tax Preparation
Get ahead of your taxes and tax planning before the year ends with our
FREE Tax Preview Day! Meet with a trusted local tax expert who will assess what financial actions you can take before the tax year ends. Bring last year's taxes and any questions you may have!
Date: November 2, 2024
Time: 9am - 1pm
Discover tax details about:
- Setting up estimated taxes
- Home Energy credits
- Sale of rental properties
- Starting your own business
- The State Millionaire Tax
- State Charity Donation Deduction
- How Incentive Stock Options (ISOs) and Restricted Stock Units (RSUs) work
- And more!
Fill out the form below to register for a 30-minute appointment at any of these four locations:
Broadway Banking Center, 105 Broadway, Arlington, MA 02474
Tax Expert: John Warren, EA of West Medford
Main Office, 292 Cambridge Street, Cambridge, MA 02141
Tax Expert: Marc Lacroix, EA of Ipswich
Trapelo Banking Center, 395 Trapelo Road, Belmont, MA 02478
Tax Expert: Al Juppe, EA of Belmont
Woburn Banking Center, 237 Lexington Street, Woburn, MA 01801
Tax Expert: Barbara Acheampong, EA of North Chelmsford
Once you've submitted the form, a customer service representative will reach out to you to confirm your appointment details.
East Cambridge at Your Service
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Natercia Calisto
AVP, Business Development Manager
Broadway Banking Center, Arlington
NMLS ID: #1058405
617.551.2551
Email Natercia
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Robyn Lonardelli
AVP, Business Development Manager
Trapelo Road Banking Center, Belmont
NMLS ID: #1068151
617.551.2451
Email Robyn
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Bryant Nestico
AVP, Business Development Manager
Main Office, Cambridge
NMLS ID: #1219892
617.551.2480
Email Bryant
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Susan Shaw
Business Development Manager
Woburn Banking Center, Woburn
NMLS ID: #751319
617.551.2314
Email Susan