Financial planner
Advanced Portfolio Design LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Westford hasn't published exact rates. Get a personalized quote for accurate numbers.
Jennifer Murphy, EA operates from 515 Groton Rd #201, Westford, MA 01886 in Westford, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As an Enrolled Agent, the practice is licensed by the U.S. Department of the Treasury to represent taxpayers before any IRS office — including audits, collections, and appeals — a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.
Reported areas of practice include Tax Advisory & Planning. On Google Business Profile, the firm is categorized as a financial planner. Public Google reviews show a 5-star rating across 3 ratings.
For taxpayers in Westford, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.
Advanced Portfolio Design LLC is an Enrolled Agent (EA) firm situated in Westford, Massachusetts, dedicated to serving individuals and businesses within the local community and surrounding areas. As an Enrolled Agent, the firm is federally authorized to represent taxpayers before the Internal Revenue Service for various tax matters, including audits, collections, and appeals. The practice specializes in Tax Advisory and Planning, focusing on proactive strategies to help clients understand and navigate the complexities of federal and state tax regulations. This specialization means Advanced Portfolio Design LLC assists clients in identifying opportunities for tax efficiency and compliance. The firm's approach is centered on providing guidance that supports informed financial decision-making, ensuring clients are equipped to manage their tax obligations effectively and strategically.
Advanced Portfolio Design LLC offers specialized expertise exclusively in Tax Advisory & Planning, providing comprehensive support to help clients effectively manage their tax responsibilities.Tax Advisory: This service is designed to provide expert guidance on current tax laws and their specific implications for individual and business financial situations. It involves interpreting complex tax regulations, explaining how various financial decisions, such as asset sales or significant purchases, can impact tax liabilities, and offering insights into compliance requirements for different income streams. The firm assists clients in understanding their current tax position, addressing specific tax questions, and ensuring they remain compliant with federal and state tax codes throughout the year. This advisory role helps clients navigate immediate tax concerns and understand the ramifications of their financial activities.Tax Planning: This crucial aspect of the firm's services focuses on developing proactive, forward-looking strategies to optimize a client's tax situation for the future. It involves a thorough analysis of financial goals, income sources, and potential deductions to identify opportunities for tax savings and efficiency within legal frameworks. This can include strategic guidance on investment decisions, retirement account contributions, effective business structuring, and other financial activities designed to help minimize future tax burdens. Through careful and individualized planning, Advanced Portfolio Design LLC assists clients in structuring their finances to align with their long-term objectives, aiming to reduce tax liabilities while ensuring adherence to all applicable tax laws. This comprehensive approach provides clarity and strategic direction in managing ongoing and future tax obligations.
Yes, Advanced Portfolio Design LLC welcomes new clients. We encourage prospective clients to contact us to discuss their specific tax advisory and planning needs and to determine how we can best assist them.
For a productive consultation, please gather any relevant financial documents, such as previous tax returns, income statements, investment summaries, and details of significant financial transactions. This information helps us understand your situation.
Our pricing for tax advisory and planning services is typically based on the scope and complexity of the work involved. We aim to provide clear fee structures and will discuss these details with you during an initial consultation.
As an Enrolled Agent, Advanced Portfolio Design LLC is federally authorized to represent taxpayers before the IRS. We can assist with various IRS matters, including responding to correspondence and representing clients during audits.