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

How tax preparation works

Work with Maguire Taxes from wherever you live. Everything is done by phone, Zoom, and a secure document portal.

How it works

  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.
A laptop, a calendar and a document folder sit on a desk.

Start with a conversation

If you’re new to our practice, call or email with a general description of what you need. We’ll discuss your situation and explain the next steps.

Contact us · New client information

Send your documents securely

Once we’ve arranged your access, use the secure document portal for tax documents and follow-up questions. Please keep Social Security numbers and tax documents out of introductory emails.

Using the secure document portal · Tax document checklist

Choose how we work together

Phone and Zoom appointments are available. If you prefer, we can work from the records you submit through the portal and follow up as needed without a meeting.

If you have a preparation appointment, submit the requested documents at least 48 hours beforehand so we have time to review them.

Book an appointment

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