76 N Bedford St Ste 4, East Bridgewater, MA (508) 942-5025| [email protected]Email|Client Portal
East Bridgewater, MA Serving clients since 2004

Returns done right.

Welcome to Liston Tax Services. We provide all your tax and small business needs, from individual and corporate tax return preparation to bookkeeping and compliance.

Work With Us! Our Services
  • Individual
  • Trust
  • Corporate
  • Bookkeeping
A tax preparer completing a return with a pen and calculator
Est.2004Liston Tax
★ Thank you for a great 2026 tax filing season! ★ Email or the TaxDome chat is the best way to reach us
01 2026 Season Updates

What to know for the upcoming season

A

Appointment availability will be limited this upcoming season. Use our secure client portal (email us to request access), or drop off documents during business hours, or anytime using our 24/7 secure drop box by the office door.

B

Our pricing will be updated for the upcoming season. You will always receive your total before we file.

C

Many filers will transition back to long form (itemized) returns instead of the short form (standard deduction).

D

Please send a chat in TaxDome or send us an email at [email protected] for any questions or concerns.

02 Services

Things to keep your business running smoothly

Not sure what you need? Email us for more information about our services.

IRS forms 1040, 1065 and 1120
1040 · 1041 · 1065 · 1120

Individual, Trust & Corporate Tax Returns

Expertise in various return types including 1040, 1041, 1065, and 1120.

Bookkeeping desk with calculator, ledger and coffee
Monthly · Quarterly

Bookkeeping Services

Monthly and quarterly options to suit your business needs and keep you informed on the state of your business.

Compliance checkmark graphic
Annual Reports · BOI

Other Business Needs

Annual reports, BOI, and other compliance consultation.

“You will always receive your total before we file.”

The Liston Tax promise
03 Pricing

Pricing, updated for tax year 2025

Our pricing structure is based on market research including reputable sources such as the National Society of Accountants, the IRS, and generic professional accounting firms such as H&R Block.

Pricing will be updated for the upcoming season. Email us for a quote.

Email for a quote
No surprises
Your total, before we file.
04 Tax Document Checklist

Bring it all in one trip

Download and print the checklist, or tick through it here.

  Download the PDF
Stack of IRS 1040 tax forms

  • Government-issued photo identification (driver’s license or state ID)
  • Social Security numbers for taxpayer, spouse (if filing jointly), and all dependents
  • Social Security cards for new clients or newly claimed dependents
  • Bank name, routing number, and account number (for refunds or payments)

  • Forms W-2 (all employers)
  • Final year-end pay stub (required to properly report overtime compensation and tip income)
  • Forms 1099-R, SSA-1099, and 1099-G
  • Forms 1099-NEC and 1099-MISC
  • Business income records if no 1099 was issued (cash, checks, 3rd party payment platforms)
  • Forms 1099-INT, 1099-DIV, and consolidated brokerage statements
  • Cryptocurrency activity, including sales, trades, conversions, staking, or rewards

  • Form 1098, real estate tax bills
  • Massachusetts renters: total rent paid, landlord name & address, and months rented
  • Real estate taxes, vehicle excise tax, and state estimated tax payments

  • Dependent full legal name, date of birth, and Social Security number
  • Childcare provider name, address, EIN or Social Security number, and total amount paid

  • Form 1098-T (tuition)
  • 1098-E (student loan interest)

  • MA residents must provide Form 1099-HC from the insurance company
  • Form 1095-A (Health Insurance Marketplace)
  • Forms 1099-SA and 5498-SA (Health Savings Accounts)

  • Schedule K-1s (partnerships, S corporations, trusts, or estates)
  • Rental income and expense records
  • Sale of real estate or other significant assets
  • Charitable contribution receipts (if itemizing)
  • Estimated tax payments
  • Adoption, casualty, disaster, or new business documentation

Please provide official tax forms rather than summaries unless specifically requested. If you are unsure whether an item applies, include it. Missing or incomplete documentation may delay filing or require later correction.

Calendar pages turning
05 Hours

Reach us any hour of any day

Customer service

Email, chat or text any hour of any day, and one of our staff will get back to you as soon as possible.

Office hours

General office hours wrapped up for the 2026 season on April 17. Email to schedule a time to pick up materials. Weekend hours: check back for announcements.

Secure drop box

Leave documents in the secure Liston Tax drop box by the office door any time.

Call or text

(508) 942-5025 — text available.

A ‘Tax Time’ sticky note on 1040 forms with a pen and calculator
06 Work With Us!

Get started with Liston Tax

  1. Check your inbox for a portal activation email, or email us for activation at [email protected].
  2. Upload your documents or leave them in our drop box today.
  3. Current turnaround time is 2+ weeks.

Documents must be provided before April 1st for guaranteed timely filing. Documents provided after 3/31 are not guaranteed to be completed prior to 4/15.

TaxDome
07 About

Started by Janet Liston in 2004

Liston Tax Services, formerly Liston Financial Services, was started by Janet Liston in 2004. Matt Ingargiola joined in 2022 and took over the practice for the 2024 season, which covered 2023 tax returns. He kept Janet’s focus on customer service while modernizing the back-end tasks.

Thank you to our existing clients, and welcome to our new ones.

Tax preparer meeting with a client at a conference table

Matt Ingargiola

President & Owner

A university-trained chemist and engineer with a Bachelor’s degree from Northeastern University, Matt is pursuing a Master’s of Engineering and an MBA from the University of Massachusetts at Lowell. He is working toward becoming an Enrolled Agent, the IRS’s highest credential for tax practitioners.

Becky Berardi

Office Assistant / Junior Tax Preparer

Becky brings a background in accounting, operations, customer service, and compliance in the banking and insurance industries.

Seasonal Staff

Preparers & Office Administrators

Preparers and office administrators are hired according to seasonal needs.

08 Contact

Liston Tax Services

Email or the TaxDome chat is the best way to contact us with the fastest response time and most detailed answers.

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