Prime Wealth Solutions was built around a simple idea: your taxes deserve more attention than a rushed appointment during the busiest week of the year.
Wealth Impact Solutions, LLC (DBA: Prime Wealth Solutions) is a Massachusetts-based tax and notary practice. We started with individual returns, freelancers, and 1099 contractors — the people who often get rushed through at bigger firms — and we're built to grow from there.
As the practice grows, we're expanding into small business tax preparation and bookkeeping, so the same clients we help file a 1040 today can bring their business here as it grows too.
Every return is checked carefully before it's filed — no shortcuts, no guesswork.
Straight answers to your questions, without the jargon or the upsell.
Secure document upload, e-signature, and virtual consultations — most clients never need to leave home.
As your side gig becomes a business, we're built to grow right alongside it — from tax prep into bookkeeping.
No handoffs, no rotating staff — you work with the same person every year.
Isabel is an accountant with 5+ years of experience in month-end close, account reconciliations, financial reporting, and ERP systems (Sage Intacct, NetSuite, QuickBooks, and Microsoft Dynamics 365) across multi-entity organizations. She holds a Bachelor's in Accounting from Southern New Hampshire University and is pursuing her CPA license.
During the 2026 filing season, she prepared and reviewed individual tax returns as a seasonal preparer with H&R Block. She's now bringing that experience directly to her own clients, without the seasonal turnover of a national chain.
IRS PTIN registered & Massachusetts Notary Public.