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Singleton Wealth

5.0 14 reviews
Overall rating
5.0
out of 5
14 reviews
5 star 100%
4 star 0%
3 star 0%
2 star 0%
1 star 0%

About Singleton Wealth

Singleton Wealth is a full-service Financial Services Firm and Academy that provides a range of services to both businesses and individuals. The firm offers accounting, business consulting, financial planning, wealth management, and tax services. It also operates an onsite academy that offers courses on topics such as starting and growing a business, business and individual taxation, financing a business, creating wealth, retirement and estate planning, and more.

Clients have praised the firm's expertise and professionalism. Sylvia, a tax accountant at the firm, has been described as efficient, knowledgeable, and helpful in guiding clients through complex tax situations. She has been commended for her ability to break down tax information in a way that is easy to understand, and for her prompt and secure handling of tax matters. Clients have also appreciated Sylvia's support in financial planning and navigating difficult financial situations.

Overall, Singleton Wealth has established a reputation for providing high-quality services and supporting its clients with a range of financial and business-related needs.

Apr 2023
5.0
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
5.0
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
5.0
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
Photos of Singleton Wealth, 5230 Washington St Ste 1,  West Roxbury
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Hours

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

Good to know

  •  online appointments
  • by appointment only
  • women-owned
  • open to all

Location

5230 Washington St Ste 1, West Roxbury, MA 02132

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Singleton Wealth · 5230 Washington St Ste 1, West Roxbury, MA 02132

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