Millis, Massachusetts · Serving clients nationwide(781) 471-4310
Maguire Taxes · Millis, Massachusetts

New Clients

New to Maguire Taxes? Call (781) 471-4310 or send a short note. Please do not include Social Security numbers, birth dates, bank information, or tax documents. We collect those only through our secure document portal.

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We reply to email and online requests the same business day.

Start hereBook a requestRequest your tax organizer

Paper copies are available on request. We may call to verify requests for paper copies.

How to get started

  1. Call or email with a short description.
  2. We confirm we can help and set up your portal account.
  3. You upload documents and answer the portal questionnaire.
  4. We prepare your return and meet by phone or Zoom if you want.
  5. You review and sign the e-file authorization. We file.
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Let’s establish what you need

A brief description of your situation is enough to get the conversation started. Let us know whether you need this year’s return prepared, have prior years to file, want to discuss college planning, or need tax planning or bookkeeping.

Then we gather the right information

When we are ready to review documents, we arrange access to the secure document portal and request your prior-year returns and other records. Please use the secure portal for tax documents rather than sending sensitive information in an introductory email.

Choose the level of contact you need

Phone and Zoom appointments are available. Some clients prefer to submit their documents and handle follow-up through the portal. If a preparation appointment is scheduled, submit the requested documents at least 48 hours beforehand.

Get in touch · See the document checklist

Documents and next steps

Need help getting started?

New clients: call or send a short note first. Existing clients: contact us if you need portal access or have a document question.

Contact our team