EBPI | Tax, Bookkeeping & Payroll of Wellesley

EBPI | Tax, Bookkeeping & Payroll of Wellesley is a bookkeeper in Wellesley, MA. The firm provides tax, payroll, and accounting services for both businesses and individuals, including corporations, partnerships, and self-employed clients. It offers tailored service with a personable and professional approach, handling tax preparation, bookkeeping, and business consulting. The staff has years of experience in the field and the classroom, serving a wide range of clients with expertise in accounting issues and tax laws. The business holds a 5.00 rating based on customer reviews.

Established in 1992, the firm has grown from a one-person operation to a multi-location practice with a staff of nine. Steven Haynes, the founder and president, is a graduate of Colby College with a Master in Business Administration from Boston College. He is an enrolled agent who has been preparing taxes since 1992 and still prepares over 500 tax returns each season. Patricia Falanga joined in June 2012 after more than 20 years as an accountant. She manages customer coordination and satisfaction, ensuring clients receive the necessary support from the firm’s various departments.

Cheryl Morse joined in late 1999 after 17 years at H&R Block. As an enrolled agent, she previously served as an expert preparer and instructor for the Eastern Massachusetts offices. She manages the North Easton office and prepares over 700 returns annually. Morse is a National Instructor for the National Association of Tax Professionals, a Director of the University of Massachusetts Tax School, and a member of the IRS Taxpayer Advocacy Panel. Michele joined in 2010 as a part-time receptionist and became full-time in 2015. She handles the daily electronic filing of tax returns, tracks government responses, and follows up with clients.

The firm is an equal opportunity employer and a member in good standing of the National Association of Tax Professionals. It provides advisory services including business succession planning, cash flow and budgeting analyses, and financial forecasting with proforma projections. The team prepares and files personal and business federal, state, and local returns, including sales tax filings and audit representation. They also assist with negotiating Offers in Compromise with the IRS and help new business owners with entity selection, EIN acquisition, and state documentation requirements. For individual clients, they handle federal and state tax returns, including those involving foreign tax credits, investment income, or rental properties. The business maintains offices in Wellesley and North Easton, serving clients with expertise in accounting issues and tax laws.

EBPI combines decades of specialized tax and accounting experience with a commitment to personalized client service in Wellesley.

The business is located on Grove Street in Wellesley, MA, near the intersection with Washington Street and within a short distance of Post Office Square and Central Street.

BizScoreAI gives the business a Technical score of 89 out of 100, which means the website is secure and indexable so search engines can read it without errors. It also receives a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants.