Protaxsource

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About

I'm an Enrolled Agent based in Boston and your provider of all things tax for your business entity. This includes LLC, 1120S,1065, and closely held entities. Being an IRS Enrolled Agent, allows me to represent entities and taxpayers before the IRS in all 50 states and US territories. I've been in this industry for the past ten years and services clients in the: real estate, construction, ride share, ecommerce, technology, and trucking field. I can provide tailored solutions that will put you in a position to win. I have signed and reviewed over 1200 tax returns and I'm comfortable navigating the complexities of the federal and state tax code.

Overview

Background checked

2 employees

11 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Check, Credit card, Google Pay, PayPal, Samsung Pay, Stripe, Venmo, and Zelle.

Services offered

Service needed

Annual tax filing

Quarterly tax filing

Other tax consultation

Filing status

Sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Annual revenue

Less than $100K

$100K - $500K

$500K - $1M

$1M - $5M

Projects and media

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

5 reviews

5

100%

4

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3

0%

2

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1

0%

Nicky M.

Sep 22, 2022

Nicholas S.

Sep 19, 2022

They helped out with getting my LLC taxes done when my CPA retired. We left scrambling and they were able to assist and get it down. Will work with them in 2022 again!

Corey M.

Aug 20, 2023

I meet martin a few years back when our CPA stopped answering the phone. He helped use efile a 1065 along with K1 for the partners. Will definitely use his services again!

Jeff K.

Jan 15, 2023

2021 was my first year working with Protaxsource, and they were very helpful. I had some K1 and cryto investments and they were able to sort them out and help with deductions. I look forward to continue working with them.

Danial S.

Jan 15, 2023

Credentials

Background Check

Martin Simon

FAQs

What education and/or training do you have that relates to your work?
Enrolled Agent and Forencis Accounting are my main areas of training and focus.
How did you get started doing this type of work?
I got my start at HR Block on Mass Ave in Boston. I've been in the financial services field since I was 19 and for got started interning at State Street and BFDS
What types of customers have you worked with?
Financial, Real estate, Tech, Trucking, Construction, Cosmetics, Commerce, Internet, solo practioner, owner operators

Protaxsource

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