GenerationTax was founded by Lewis A. Weinstein, a third generation tax accountant. Our company provides superior personalized income tax return preparation and advisory services. Our clientele consists mainly of upwardly mobile business executives in a variety of industries (Private Equity, Management Consulting, Finance, Strategy, etc). Our qualified and experienced staff works with a broad range of tax situations including multi-state tax returns, stock options, IRA distributions, K-1 income, Roth conversions, relocation expenses, graduate school expenses, business use of home, foreign income, sole proprietorships, rental properties, corporate returns, LLCs, trusts, international tax returns, and more. Our main objective is to reduce our clients tax liability and save them the time and aggravations associated with preparing their tax returns.

Why Us?

Unmatched Experience & Expertise
Our tax consultants are highly experienced and qualified tax professionals who know all the latest tax law changes. We take the time and effort to analyze your specific tax circumstances to identify potential tax deductions and recommend tax saving strategies. Our tax consultants average over 25 years of experience in the tax industry. We are experts in preparing all federal and state tax returns.

Affordable Fees
Our fees are based on the complexity of your tax returns and the forms we need to file your tax returns accurately. You’ll never pay more than what your unique situation needs. We will provide you with a cost estimate prior to completing your tax returns. Our goal is to hold the line on tax preparation fees to keep them well below what many other firms charge.

Time Saving Appointments
We recognize the value of your time. We customarily prepare your tax return during your tax appointment, usually in under 1 hour. We also provide tax preparation for clients who are unable to visit our Boston/Needham MA offices or who live out-of-state. Out-of-state clients mail us their information and we typically complete their returns in 48 hours or less.

Free Audit and Examination Assistance
In the unlikely event your tax return is ever questioned, we stand by every return with free audit and examination assistance.

Unconditional Money Back Guarantee
GenerationTax stands by our expert service. We will refund your payment in full if you are not completely satisfied with our services.

Year Round Services
Unlike seasonal tax franchises, our offices stay open all year long. If you have questions and need answers, we’re always here to help you.

That’s why us!

How does tax preparation with GenerationTax work?

It’s easy as 1-2-3!

  1. Make your appointment by calling 617-338-2210. During the call, we will inform you on what documents to bring to your appointment. We will also provide you with a cost estimate to complete your returns. If you live out of state, please email us info@generationtax.com and we will provide you with further instructions.
  2. Bring your tax and financial documents to your appointment. If you live out of state, simply mail us your documents.
  3. Your personal tax consultant will thoroughly review your tax situation to identify tax deductions and discuss tax savings strategies. All returns are e-filed to ensure accuracy and fast refunds. You’ll receive copies of your completed tax returns for your records. Appointments typically take 1 hour to complete your returns. Returns sent through the mail are usually completed in 48 hours or less.




Please call us for a free
tax consultation at 617-338-2210
or info@generationtax.com