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Partner directory / marketplace

Marketplace — Find a licensed tax professional

Every professional here — including our own affiliated firm, CP Tax Advisors — competes on the same terms. We qualify and route; they provide the regulated service.

Six qualified professionalsCPAs · EAs · Attorneys

Marketplace directory

Start with the kind of help you need.

Browse by professional type, then compare specialties and states served. Your Tax Clarity Assessment can help point you toward the right lane.

6 professionals

01

CP Tax Advisors

EA

The Professional Tax Team Behind got IRS problems

Specialties

Resolution, Tax prep, Planning

States served

MA, NH, RI

02

Beacon Hill Tax Law

Attorney

Specialties

Levy defense, Liens, Appeals

States served

MA, NY

03

Granite State EA Group

EA

Specialties

Installment agreements, Unfiled returns

States served

NH, VT, ME

04

Harborview CPA Partners

CPA

Specialties

Business tax, Payroll tax

States served

MA, CT

05

Fenway Tax Attorneys

Attorney

Specialties

Offer in Compromise, TFRP defense

States served

MA

06

Merrimack Valley EA

EA

Specialties

Penalty abatement, CP2000 response

States served

MA, NH

Beyond tax resolution

A good introduction starts with a good question.

The marketplace above covers regulated tax services. Our broader partner network can help complete the business, property, or personal plan around them.

01

Bookkeeping & payroll

For businesses that need dependable monthly records, cleaner close processes, or a better handoff into tax work.

A fit when
You are making decisions without numbers you trust.

02

Business & estate law

For entity changes, ownership questions, succession planning, and the legal work that sits beside a tax strategy.

A fit when
A business, property, or family transition is coming.

03

Lending & capital

For owners and investors who need their financial story organized before a financing or acquisition conversation.

A fit when
You need to make a capital decision with confidence.

04

Insurance & risk

For protecting the people, properties, and income streams that make your plan work over time.

A fit when
Your risk plan has not kept pace with your growth.

Need a starting point?

We can help you map the next introduction.

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