Erock Tax

Erock Tax is an Accountant in Newburyport, MA. The firm provides tax planning and compliance services to individuals, small businesses, partnerships, and corporations across the North Shore and New York. Serving the Northeast since 1996, Erock Tax is a CPA firm located at 154 Water St. The practice holds a rating of 5.00 based on customer reviews.

Stu Steinberg leads the firm, bringing more than 30 years of experience as a credentialed tax professional. Erock Tax operates as a year-round accounting resource, helping clients ensure estimated taxes are accurate and on time. The team meets personally with every tax client, whether in person or remotely via Zoom or Skype, to provide personalized guidance. This approach helps clients navigate complex returns, address IRS or state inquiries quickly, and meet tax planning goals.

The firm specializes in year-round tax and financial planning for individuals, small business owners, and retirees. Services include general tax preparation, deductions, and income recognition strategies. The team assists with developing business balance sheets, income statements, and cash flow statements. They also provide advice on employee stock options, restricted stock, phantom stock, SARs, and employee stock purchase plans.

Erock Tax handles the taxation of life insurance and annuity products, mortgage options, and real estate purchases. The firm offers financial guidance for major life events such as marriage, children, job changes, education, disability, divorce, and retirement. They analyze financial statements, special needs planning, investments, and employee benefits. The team coordinates with retirement plan service providers and performs Required Minimum Distribution calculations.

Additional services cover Social Security and Medicare health care cost planning, trusts and estates, estate planning structures, and qualified charitable distributions. The firm provides guidance on cash flow management, budgeting, and emergency fund planning. They discuss qualified tuition savings plans, gift tax limits, and insurance needs analysis for life, disability, or long-term care. Erock Tax is licensed to electronically file individual and business tax returns in all 50 states. The firm uses a secure online portal for document exchange and provides tax resources including financial calculators and articles.

Erock Tax combines more than 30 years of experience with personalized service to support the financial well-being of clients in Newburyport and the North Shore.

Erock Tax is located on Water Street in Newburyport, Massachusetts. The office sits about a tenth of a mile from the Clipper City Rail Trail and is near the South End neighborhood.

BizScoreAI gives Erock Tax a technical score of 91 out of 100. This high rating means the website is technically sound, secure, and indexable. The result ensures search engines can read the site without errors.