Client Links & Resources

We’ve assembled the most requested links, info, and downloadable forms on this page.

Need more help? Give us a call at 781.938.0045 or email admin@schwartzaccountants.com 

 

Directions to Our Office

We are conveniently located near the intersection of Routes 93 and 95/128 in Woburn. For Google Map directions, click here

Our address is: 8 Cedar Street, Suite 54, Woburn, MA 01801

From Boston, take Route 93 North to Exit 27 and make a left onto Montvale Ave. Follow Montvale Ave. 1/4 mile and turn right onto Washington St. Follow Washington St. 1 mile to the second traffic light and turn left onto Cedar Street. Immediately on your right is the entrance to Chestnut Green. Our office is located in the building on the left, 2nd floor, next to the elevator, suite 54.

From points South and West, take Route 95/128 North to Exit 54, Washington St., Woburn. Make a right off of the exit ramp and follow Washington St. for 1/2 mile, passing Dunkin Donuts and Staples. At the next traffic light bear right onto Cedar St. Immediately on your right is the entrance to Chestnut Green. Our office is located in the building on the left, 2nd floor, next to the elevator, suite 54.

From points North and East, Take Route 95/128 South, Exit 54,Washington St., Woburn. At bottom of ramp, bear right. Go up the hill, then bear right onto Washington St. (If you go straight, you’ll end up in the Kohl’s parking lot.) Go over the highway, through 2 lights, then follow for approximately 1/2 mile further, passing a Dunkin Donuts and a Staples. At next light, by the BP Gas Station, bear right onto Cedar Street. Go 100 yards, and on the right is the entrance into Chestnut Green, which consists of two green colonial buildings. Our office is located in the building on the left, 2nd floor, next to the elevator, Suite #54.

BuildingSign2

8 Cedar Street Woburn MA

 

Book an Appointment

FOR RETURNING CLIENTS:

Please contact our Front Desk at 781.938.0045 or email schedule@schwartzaccountants.com

 

FOR PROSPECTIVE CLIENTS:

Please contact our Front Desk at 781.938.0045 or email schedule@schwartzaccountants.com

If you need to file for a Tax Return Extension before we can meet with you:  You will need to file for an “Extension of Time” directly with the IRS.  We’ve posted information on how here.

 

 

Client Portal and Upload Questions

 

 

TO ACCESS YOUR TAXCADDY PORTAL:

Sign in online at  https://consumer.taxcaddy.com/#/login 

Or

Download the TaxCaddy app for your phone or tablet:

     

For help with common tasks (such as uploading documents or esigning your return), please see their demo at https://taxcaddy.com/demo/

 

Pay Your Invoice

Client Portal:  You may pay your invoice through the “Invoices” tab in your Client Portal.

Online: You can also pay your fees through PayPal.

By Mail: You can also mail us a check to:

Schwartz & Schwartz
8 Cedar Street, Suite 54
Woburn, MA 01801

Request Copies of Your Documents/3rd Party Release

We will gladly fax or mail duplicate copies of your tax returns and W-2s to a Third Party (such as a Mortgage Company). Please note that there will be a small fee for this service, listed on the Release Form (below). To Request copies, please:

Complete the Authorization To Release Form, sign and return to our office with payment.

  • You can mail the form and payment to us at Schwartz & Schwartz, PC, 8 Cedar Street, Suite 54, Woburn, MA 01801
  • You can fax the form to us at 781.938.0185 and pay the fees online through PayPal.

Commonly Requested Forms:

Questions?

We're happy to help!

Give us a call at

781-938-0045

or