Tax preparation service
Advanced Tax Planning
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Westport hasn't published exact rates. Get a personalized quote for accurate numbers.
Chantel Souza, CPA operates from 725 State Rd, Westport, MA 02790 in Westport, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As a CPA licensed in Massachusetts, the practice is authorized to provide attestation, tax representation, and advisory services within the state's regulatory framework.
Reported areas of practice include Tax Preparation. On Google Business Profile, the firm is categorized as a tax preparation service. Public Google reviews show a 5-star rating across 4 ratings.
For taxpayers in Westport, 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 Tax Planning is a CPA firm situated in Westport, Massachusetts, serving the local community and surrounding areas. As Certified Public Accountants, the firm specializes in providing comprehensive tax-related services for both individuals and businesses. The practice is dedicated to assisting clients in meeting their tax obligations and ensuring adherence to current tax laws and regulations. Advanced Tax Planning aims to offer clear, reliable, and professional guidance on various tax matters, helping clients understand their tax position. The firm's approach involves understanding each client's unique financial situation to provide tailored support and solutions designed to address their specific needs. Clients in Westport and neighboring towns can rely on Advanced Tax Planning for professional tax expertise. The firm's commitment is to deliver accurate and timely tax services, helping clients navigate the complexities of the tax system with confidence and peace of mind. This local CPA firm serves as a trusted resource for those seeking professional assistance with their tax preparation needs and related inquiries.
Advanced Tax Planning specializes in comprehensive tax preparation services for individuals and businesses, ensuring accurate and compliant filings. For individual clients, this includes the meticulous preparation of federal, state, and local income tax returns. The firm focuses on identifying and applying all applicable deductions and credits to optimize each client's tax position within legal frameworks. Assistance is provided for various income sources, such as wages, investment gains, retirement distributions, and self-employment earnings, ensuring proper reporting and classification. The primary objective is to accurately report all income and expenses while maintaining strict compliance with the latest tax codes and regulations. For businesses, Advanced Tax Planning handles the preparation of a range of tax returns, including those for corporations, partnerships, and sole proprietorships. This service involves a thorough review of financial records, proper classification of income and expenses, and strict adherence to specific business tax regulations pertinent to the client's entity type and industry. The firm collaborates with clients to gather all necessary documentation, organize financial data efficiently, and accurately complete all required federal and state forms. The tax preparation process at Advanced Tax Planning is designed to be thorough, efficient, and client-focused. Clients receive clear guidance on what information and documents are needed, and the firm ensures that all necessary forms are filed correctly and submitted by their respective deadlines. This service aims to alleviate the burden of tax compliance, providing clients with confidence in the accuracy and completeness of their submissions. The firm continuously monitors and adapts to evolving tax laws and regulations to provide relevant and up-to-date preparation services.
For individuals, common documents include W-2s, 1099s, and records for deductions like mortgage interest or charitable donations. Businesses will need comprehensive financial statements, including profit and loss and balance sheets.
The duration varies based on the complexity of your tax situation and the completeness of the documents you provide. We aim for efficient processing once all required information is submitted.
Yes, we can help prepare and file tax returns for previous years. Addressing past due returns is crucial for maintaining compliance and potentially mitigating penalties.
A CPA provides professional expertise in navigating complex tax laws, ensuring accuracy and compliance. This helps ensure all applicable deductions and credits are correctly applied to your return.