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 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.

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:

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

FOR PROSPECTIVE PRACTICE CLIENTS (Accounting and Payroll services):

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

In January 2023, we converted clients to a new portal system called Tax Caddy!

TO ACCESS YOUR TAXCADDY PORTAL:

You must first accept the personalized Registration link we email you.  If you need us to resend it, please let us know.

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/

OLD PORTAL:  ACCESS TO DOWNLOAD & SAVE YOUR HISTORICAL INFO

Please download and save any historical data that you’d like to retain by Dec. 31, 2023.

Click here to access your old Client Portal

After logging in to the portal:

You’ll find documents in two places. Both are on the left-hand column of your portal:

1. File Exchange – documents you sent to us

2. Folder with your name – documents we sent to you

Select “Download All” in both of these locations to export a copy of all the documents.  A zip file will be created and download to your computer’s download folder.  Inside of the zip file will be copies of all of the documents.

Need help unzipping the file?  

Click here for Windows instructions

Click here for Apple/MacOS  instructions

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.