Hartwell Tax & Bookkeeping in Montclair, NJ
Your taxes and books, handled by one local expert.
Tax returns, IRS letters, tax planning and bookkeeping for families, freelancers, landlords and small businesses. Choose a time online, upload your documents, and most work is done in one appointment.
Your document checklist
Thursday, 10:30 am
Individual return, 45 min
- 1098Mortgage interest
- 1099-INTBank interest
- W-2Wages from your employer
How it works.
The same four steps for every service. Most clients only need one appointment.
- 1
Choose a time online
Pick any available time. You're confirmed right away, no phone call needed.
- 2
Get your document checklist
Answer a few yes-or-no questions and I'll list exactly which documents to bring.
- 3
Upload your documents
Upload them any time before your appointment. I check each one and tell you if anything is missing.
- 4
Meet with Claire
In person or by video. For a tax return, you then sign and pay online and I file it with the IRS.
Services and prices.
Your price is agreed before any work starts. You pay when the work is done, not when you schedule.
Tax returns
Letters and deadlines
What clients say.
- Google
“I sent everything the week before. The appointment took forty minutes and I didn't have to come back.”
AAnita R.
Montclair, Individual return
March 2026
- Google
“Claire untangled three years of 1099s from my design work and explained every line. First year I understood my taxes.”
MMarcus L.
Glen Ridge, Self-employed
April 2026
- Yelp
“The checklist for our rental was spot on. She caught a depreciation item our old preparer missed for years.”
DDeepa and Raj S.
Bloomfield, Rental property
February 2026
- Google
“Got a scary notice in July. Booked the same week, and Claire had it sorted with one phone call to the IRS.”
TTom B.
Montclair, IRS letter
July 2026
- Google
“Booked at 10pm, two days before the deadline. Confirmed instantly, filed on time. No phone tag at all.”
OOlivia G.
Verona, Extension
October 2025
- Yelp
“Set up simple books for my shop in an hour. Tax time this year was the easiest it's ever been.”
SSam C.
Nutley, Bookkeeping
January 2026
Meet Claire Hartwell, EA.
Claire has prepared tax returns in Montclair since 2014. As an IRS Enrolled Agent, she is licensed to prepare your return and to represent you if the IRS contacts you. You work with her directly, from your first document to your filed return.
- IRS Enrolled Agent
- IRS Authorized e-file Provider
- PTIN registered
- NATP member
- Federal, NJ and NY returns
Accuracy guarantee
If I make a mistake on your return, I fix it and pay any penalty and interest it caused.
Your documents are private.
Only Claire can open the files you upload.
Private storage
Files are stored privately, not in email.
Links that expire
Files open only through a link that expires after a few minutes.
No Social Security number online
I never ask for your Social Security number online.
Only what's needed
I only ask for the documents on your checklist.
When to schedule
Open all year. Busiest in spring and October.
Tax season. Times fill up weeks ahead, so schedule early.
Deadline for extended returns. If a day is full, join its waitlist.
IRS letters, tax planning and bookkeeping, usually with openings the same week.
Questions.
Can't find your answer? Ask me below, call (973) 555-0142 or email claire@hartwelltax.com.
The October 15 deadline is close.
If you filed an extension, your return is due October 15. Schedule now, upload your documents this week, and I'll file on time.
- 412 Bloomfield Avenue, Montclair
- Video appointments available
- Mon to Fri 9 to 6, Sat 10 to 2