Liston Tax Services
Liston Financial Services was started by Janet Liston in 2004. Matt Ingargiola began working at her office in 2022 and quickly became an important part of the team taking some of the basic returns off Janet's plate. As time went on, Matt continued to increase his knowledge and understanding of the tax law and delved into rental, self employment, trust, and corporate returns. Fast-forward to the 2024 season for 2023 tax returns, and Janet was ready to step away from the craziness that is tax season. She offered the practice to Matt, giving her full confidence and support that he would continue conducting business as she had, with excellent customer service, but also bringing a more modern approach to some of the back end tasks. As Liston Tax Services, we thank you for your continued business during the transition making 2024 a successful first year! Matt and the Liston Tax Team look forward to working together in the future. And finally a warm welcome to our new clients! We hope you had a good experience and join an awesome group of long term clients
Our Team
Educated and Dedicated Tax and Accounting Professionals
Matt Ingargiola
President and Owner
Matt is not your average tax professional. He is a university trained chemist and engineer with a Bachelor's degree from Northeastern University and in pursuit of a Master's of Engineering degree and MBA from the University of Massachusetts at Lowell. His love of knowledge and learning goes well beyond the laboratory and extends into the tax practice. He is also on his way to becoming an Enrolled Agent, which means as the IRS states: "An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years." A detail oriented and scientific approach paired with a dedication to continuing education, he is the right choice to get your taxes prepared right and provide the best practices for keeping up with the ever changing tax law.
Becky Berardi
Office Assistant / Junior Tax Preparer
With a comprehensive background in accounting, operations, customer service, and compliance in the banking and insurance industries, Becky is a fantastic addition to the team in 2024. Her attention to detail and genuine care for customer satisfaction drives positive outcomes for clients. She will be continuing to grow in her role and become a larger and larger part of the overall operation.
Seasonal Staff
Preparers and Office Administrators
We take on a variety of staff depending on seasonal needs and volume!