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Cyndie Barone, CFP® & Associates

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Business Details

YP Qualified

"Because taxes should not be taxing".

Regular Hours

Appointments Available

General Info:

We have added a Concord NH location for your convenience. Cyndie Barone, CFP & Associates provides tax preparation, tax planning, small company consulting, bookkeeping, FAFSA application assistance, life and long-term care insurance and other related services. As our client, you get personalized, quality service. Although paying taxes may be painful - we believe having them prepared does not need to be. We offer office appointments, as well as consultation by mail, email, fax or phone. Our goal is to provide efficient, cost-effective services and we are available year-round to serve you with advice and assistance unlike store front providers. Tax code changes and becomes more complex every year. Being informed about all the up-to-date changes is part of our job. We are able to file in all 50 states. Ms. Barone earned her CFP designation in 1996 and has been a tax preparer since 1982. A Rutgers University graduate, Ms. Barone also attended the Boston University Center for Professional Education, receiving a diploma in Financial Planning. She taught health and life insurance in the states of Massachusetts and Rhode Island and holds these licenses in a number of states as well as other professional licenses in MA, NM, NC, CA, NY, KY, PA, OK, CO and Puerto Rico. Ms. Barone is also an IRS Registered Tax Return Preparer. Notary services are available in both locations. Ask about early morning appointments!

Please be advised, the IRS does not endorse any particular individual tax return preparer. For more information on tax return preparers go to

Extra Phones:

TollFree: (866) 431-9580

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Payment method:
all major credit cards, check, paypal

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

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Cyndie Barone, CFP® & Associates


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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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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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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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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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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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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 supportive to me, until 5 months later, the situation was miraculously...view more resolved. I could not have done this without Cyndie Barone. I am so grateful to her, and would recommend her to anyone for any type of financial assistance.view less

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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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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. Cyndie has been a calm source of peace in my life that has empowered me t...view moreo be able to think more rationally about money, come from abundance instead of scarcity, and use my money to express my intrinsic values in the world. Money moves energy and mine moves enlightened values, thanks to Cyndie's guidance and support.view less

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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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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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