Singleton Wealth

Certified Public Accountant, Financial Advising, Tax Services

5230 Washington St Ste 1, West Roxbury, MA 02132
(617) 390-2077
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Reviews for Singleton Wealth

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  • Apr 2023

    Sylvia has been great. This is my second year working with her. My previous accountant retired. I was really nervous about finding a new accountant. I googled and asked around. I found Sylvia on google and reached out. She was very professional and informative. She provides me with details that help me understand my taxes. She's efficient and is definitely an expert. One thing she does that I really appreciate is she breaks down the taxes whether filed jointly or separately. I find this very helpful. I appreciate working with her.

  • Mar 2023

    Sylvia has been excellent. She's handled my taxes promptly, professionally, and securely. Beyond that, however, when I found myself faced with a financial dilemma, she was able to help with sound financial planning specific to my individual circumstances. Sylvia truly made a difficult situation much easier to navigate.

  • Mar 2023

    We had been searching for some time for a personal tax accountant and found the perfect match last year in Sylvia. As someone who "works for myself" and manages a sole proprietorship (and as a recent first time homebuyer with my husband), I was overwhelmed by the nuances of processing a multitude of documents and being sure I was within tax compliance. Sylvia guided every step of our tax filing process, also supporting us in finding options for investment/savings specifically for our situation. She answered questions within the day, pointed me to "must do" items, and was there at every step of the process for us. I cannot recommend her highly enough. She is an experienced...read full review

From Singleton Wealth

Singleton Wealth is a full-service Financial Services Firm and Academy serving businesses by providing accounting, business consulting, financial planning, wealth management, and tax services. We also serve individuals with complex tax returns. We operate an onsite academy for those seeking to launch a business, established business owners, and individuals who want to learn about building wealth. Course topics include: starting and growing a business, business/individual taxation, financing a business, creating wealth, retirement and estate planning, and more. Courses can be completed on a one or two-day weekend schedule, and we offer an eight-week comprehensive master course for individuals launching a business and needing support.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only women-owned open to all

Ratings

Google Google: 5/5

Singleton Wealth

5230 Washington St Ste 1, West Roxbury

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