Client Links & Resources

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 36 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 36, 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 36,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 LukOil 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.

8 Cedar Street Woburn MA

FOR RETURNING CLIENTS:

For tax preparation appointments (Jan. – April), please use our online scheduler or you may contact our office at 781.938.0045 or by email at schedule@schwartzaccountants.com

For all other appointments, including Practice Accounting Services,  please contact our office at 781.938.0045 or by email schedule@schwartzaccountants.com.

FOR PROSPECTIVE TAX PREPARATION CLIENTS:

We’re unfortunately at capacity this tax season but would love to work with you!

Please sign-up to our Tax Prep Wait List.  We will be reaching out to prospective new clients in May to schedule a tax return appointment for the summer.

** What you need to do in the meantime: You will need to file for an “Extension of Time” directly with the IRS.  We’ve posted information on how here.

FOR PROSPECTIVE PRACTICE CLIENTS (Accounting and Payroll services):

Please contact Karen in our office at 781-938-0045 or email karen@schwartzaccountants.com.

Beginning in January 2023, we’re converting clients to a new portal system in two phases:

FOR CLIENTS WITH *MULTIPLE RETURNS* IN THEIR PORTAL
(Business return/Children’s return/your personal return, etc. are all delivered to one portal)

Please continue to use your current client portal. You’ll be converted to new portals in late 2023.

• Click here to access your Client Portal

FOR CLIENTS WITH *ONLY ONE PERSONAL TAX RETURN* IN THEIR PORTAL

You’re first to be converted to our new portal called TaxCaddy.

In January, you received an email from us with your personalized registration link for signup.

• Once registered:  sign in to your TaxCaddy portal at https://consumer.taxcaddy.com/#/login 
• For help with common tasks (such as uploading documents or esigning your return), please see their demo at https://taxcaddy.com/demo/

If you have any questions, please contact us at 781-938-0045 or email admin@schwartzaccountants.com.

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

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.