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Cyndie Barone, CFP® & Associates

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Business Details

YP Qualified

"Because taxes should not be taxing".
Hours:

Regular Hours

Appointments Available

Extra Phones:

TollFree: (866) 431-9580

Services/Products:

Tax preparation, tax planning, small business consulting, bookkeeping, life insurance sales, FAFSA application assistance, notary public and other related services.

Payment method:
all major credit cards, check, paypal
Location:

Off Moody Street in Waltham. Visit our new location in Concord NH.

Category:
Accounting Services

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Reviews

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11/20/2011
Cyndie did my mother's tax ret...

Cyndie did my mother's tax returns this past year and everything went very smoothly. She also reviewed her previous year's taxes and found an error which resulted in an additional refund! Cyndie is extremely knowledgeable, thorough and professional, and I would definitely recommend her. She's fantastic!

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03/21/2011
Great tax services

I went to Cindy looking for a CPA to prepare my taxes. I typically perform taxes myself however I needed some help due to some changes. Cindy was great at listening to every scenario and presenting options and future plans. She finished taxes in very short time and accurately. I would greatly recommend her. Her preparation fee is very resonable.

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02/23/2009
Stress Free!

Cyndie Barone was amazing. My fiance and I had just moved from Pennsylvania to Massachusetts and needed a real professional to help with taxes. We wouldn't trust anyone else but her. She had awesome service and put us at ease about how to file. She was professional and accommodating to our time. I will never go anywhere else!!!!

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09/26/2008
The Best!!!

I honestly can't say enough great stuff about Cyndie and the amazing job she does. She's both timely and efficient and handles her work with professionalism and a great sense of humor. Cyndie, you're the absolute best!!!

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When responding to a positive review, thank the customer, acknowledge what they liked and invite them to return.

When responding to a negative review, be professional, understand the customer’s concerns and respond to them. Your response can win back a customer and convince others that you are committed to quality and service.

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Response should be at least 25 characters
09/12/2008
Very helpful with Life Insurance

Cyndie was my Life Insurance representative. She walked me through the process, and made very useful suggestions regarding my application. I recommend her to anyone applying for Life Insurance.

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Response Writing Tips:

When responding to a positive review, thank the customer, acknowledge what they liked and invite them to return.

When responding to a negative review, be professional, understand the customer’s concerns and respond to them. Your response can win back a customer and convince others that you are committed to quality and service.

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09/11/2008
Cyndie was my Professional "Rock"

I was going through a really rough time after discovering that my previous Financial Advisor had been totally corrupt and put my assets into an annuity I could not get out of without paying enormous fees. Cyndie came very highly recommended to me, and I now understand why. She was always professional, while at the same time understanding, personable, and calmly gave me excellent advice. All along the way, she was ... view more

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08/03/2008
Don't Wait-Hire Now

The most effective and efficient professional you will meet. Cyndie took my chaos and made order; took my confusion and provided necessary answers/solutions. I would not hesitate to recommend her to all friends and family.

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When responding to a negative review, be professional, understand the customer’s concerns and respond to them. Your response can win back a customer and convince others that you are committed to quality and service.

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Response should be at least 25 characters
07/29/2008
Personal growth in financial matters

I have worked with Cyndie for years, from basic line item household and small business accounting, planning, tax prep to retirement planning. She has helped me buy a house, go through a divorce, give generously to my kids' education while keeping a solid foundation for my own needs' assessment and fulfillment. This has not come naturally to me and my emotional response to financial matters is not always graceful. Cyn... view more

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When responding to a positive review, thank the customer, acknowledge what they liked and invite them to return.

When responding to a negative review, be professional, understand the customer’s concerns and respond to them. Your response can win back a customer and convince others that you are committed to quality and service.

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Response should be at least 25 characters
07/27/2008
Professional and Personable

My last years taxes (done by someone else) were a mess, so I went to Cindy on a friends (glowing) recommendation. Cindy gave me some great tools and advice to help make next years taxes go smoother, so I will use her services for that when the time comes. Very professional *and* personable!

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Response Writing Tips:

When responding to a positive review, thank the customer, acknowledge what they liked and invite them to return.

When responding to a negative review, be professional, understand the customer’s concerns and respond to them. Your response can win back a customer and convince others that you are committed to quality and service.

All responses must comply with the YP.com Terms of Service and Use.

Response should be at least 25 characters
07/21/2008
100% Happy!

Cyndie Barone is professional and timely. I trust her 100% with my financial needs. She has done my taxes for many years and I trust her implicitly. I have recommended her many people and they have all been very happy with her work.

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Response Writing Tips:

When responding to a positive review, thank the customer, acknowledge what they liked and invite them to return.

When responding to a negative review, be professional, understand the customer’s concerns and respond to them. Your response can win back a customer and convince others that you are committed to quality and service.

All responses must comply with the YP.com Terms of Service and Use.

Response should be at least 25 characters
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