About

JMS Tax and Financial Services is a family-run company located at the Lakeside office park at 599 North Avenue in Wakefield.  In addition to tax return preparation, the business offers a wide variety of services that include full-charge bookkeeping, retirement planning, college planning, life insurance and annuities.

Owner Joseph F. Serrecchia said JMS Tax and Financial Services offers year-round service for a wide range of financial services. “We provide all levels of tax preparation for our clients, inluding audits, reviews, appeals and so forth,” he said. “Our services are very thorough, and I think we try to make tax preparation a little bit of fun, too. We don’t try to make it an unpleasant experience or put stress on the taxpayer – we want to make the tax filing season as easy as possible.”

For more information or to answer any questions, contact us now.