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Upper Valley Tax PreparationFinancial advisor in Lebanon, NH

Upper Valley Tax Preparation is a financial advisor at 50A Main St, West Lebanon, NH 03784, ranked #1 of 5 financial advisors in Lebanon and rated 5.0 from 13 Google reviews. Open Monday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lebanon, NHUpdated 0 paid placements in any rankingHow we rank

Call (603) 298-7700

Key facts

Key facts about Upper Valley Tax Preparation
Address50A Main St, West Lebanon, NH 03784Get directions
Phone(603) 298-7700
HoursMonday to Thursday: 10 AM – 3 PM
Google rating5.0 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Lebanon and 1 town within 25 miles: Claremont.

Based in Lebanon, NHView on map

Opening hours

Opening hours for Upper Valley Tax Preparation
DayHours
Monday10 AM – 3 PM
Tuesday10 AM – 3 PM
Wednesday10 AM – 3 PM
Thursday10 AM – 3 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Upper Valley Tax Preparation

How is Upper Valley Tax Preparation ranked in Lebanon?

Upper Valley Tax Preparation is ranked #1 of 5 financial advisors in Lebanon by RFA Score, with 77 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Upper Valley Tax Preparation’s hours?

Upper Valley Tax Preparation is open Monday to Thursday. Its listed hours are Monday to Thursday, 10 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Upper Valley Tax Preparation serve?

Serves Lebanon and 1 town within 25 miles: Claremont. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Upper Valley Tax Preparation?

Upper Valley Tax Preparation has a rating of 5.0 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Upper Valley Tax Preparation?

Call Upper Valley Tax Preparation on (603) 298-7700. The business is at 50A Main St, West Lebanon, NH 03784. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Upper Valley Tax Preparation compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Upper Valley Tax Preparation (this business)—775.0 (13)NoNo
SJ Boyle Wealth Planning#2755.0 (9)NoNo5.3 mi
TSS Advisors#3705.0 (3)YesNo3.3 mi

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