Taxes Immigration
Notary
Passports
Charles P. Smith Financial Services is a trusted, Boston-based firm dedicated to serving individuals and families with dependable, detail-oriented service. We specialize in tax preparation, immigration assistance, passport applications, and notary services, providing personalized support tailored to each client’s unique needs. Built on a foundation of accuracy, integrity, and results, our team is committed to guiding Boston families through important financial and legal processes with clarity, care, and confidence. Our goal is to simplify complex matters while delivering reliable solutions you can trust year after year.
What we handle for you
Expert handling of your annual returns and deductions
Tax preparation and filing
Immigration services and guidance
Notary public services
Passport application services
Accuracy matters
Every detail checked and verified before submission
Professional service
Experienced team dedicated to your success
Proven track record
Over 1,000 satisfied clients across Boston
Personal attention
Your situation gets the care it deserves
Results built on experience and trust
We've spent years perfecting our craft. The numbers speak for themselves, and so do our clients.
Clients served
Across the Boston area and beyond
Years in business
Dedicated to financial excellence
Client satisfaction rate
Precision and care in every case
Real stories
What our clients have to say
Ready to move forward
Schedule your consultation today and let us handle the details that matter most to you.
FAQ
Find answers to the questions we hear most often from our clients.
Most returns are completed within two to three weeks of receiving all necessary documents. Complex cases may require additional time. We'll give you a clear timeline when you book your appointment.
Bring your W-2s, 1099s, receipts for deductions, and any prior year returns. We'll provide a complete checklist when you schedule. Having everything organized saves time and ensures accuracy.
Yes. We guide clients through visa applications, green card processes, and naturalization. Each case is unique, and we take time to understand your specific situation and goals.
We offer both in-person and remote notary services for your convenience. Remote notarization is available for most documents. Contact us to discuss your specific needs.
Fees vary based on the complexity of your situation. We provide transparent pricing upfront with no hidden charges. Schedule a consultation to discuss your needs and get an accurate estimate.