Financial planner
Argent Wealth Management, LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Waltham hasn't published exact rates. Get a personalized quote for accurate numbers.
Shamus Coyne, CPA operates from 200 5th Ave 7th Floor, Waltham, MA 02451 in Waltham, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. The preparer is registered with the IRS via the Preparer Tax Identification Number (PTIN) system to file federal returns on behalf of clients.
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 4-star rating across 2 ratings.
For taxpayers in Waltham, 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.
Argent Wealth Management, LLC is a dedicated tax professional firm situated in Waltham, Massachusetts, serving clients in the local community and surrounding regions. The firm specializes exclusively in providing comprehensive Tax Advisory & Planning services. As tax professionals, their core mission is to guide individuals and businesses through the intricate landscape of tax regulations, helping them to understand their obligations and opportunities. They are committed to offering strategic insights and developing proactive plans designed to manage tax liabilities effectively and align with clients' financial objectives. This focused specialization allows Argent Wealth Management, LLC to concentrate deeply on the nuances of tax law, ensuring clients receive relevant, up-to-date, and personalized guidance. The firm aims to assist clients in navigating their tax landscape and planning strategically for future financial success.
Argent Wealth Management, LLC offers specialized expertise exclusively in Tax Advisory & Planning, providing comprehensive guidance to help clients effectively manage their tax responsibilities and secure their financial future.The firm's Tax Advisory services involve delivering expert insights and professional recommendations on a wide array of tax matters. This crucial service assists clients in understanding the immediate and long-term tax implications of their financial activities, investments, and business decisions. It aims to provide clarity and informed perspectives through complex tax scenarios, ensuring clients are well-versed in their current tax position and potential obligations.Complementing this, Tax Planning is a forward-looking service dedicated to developing strategic approaches for optimizing tax outcomes. This includes meticulously identifying legitimate opportunities for tax savings, structuring financial transactions in the most tax-efficient manner possible, and proactively preparing for future tax liabilities. The overarching goal is to empower clients to achieve their financial objectives while diligently working to minimize their tax burden, all within the strict confines of current tax laws and regulations.Together, these integrated services enable clients to navigate the often-intricate complexities of tax regulations with enhanced confidence and strategic foresight. Argent Wealth Management, LLC assists in ensuring ongoing compliance while actively working to align each client's tax strategies with their broader financial goals. Their approach is centered on proactive management, helping individuals and businesses make informed decisions that positively impact their tax situation throughout the year and for years to come.
We welcome inquiries from prospective clients seeking tax advisory and planning services. Please contact our office to discuss your specific needs and how we might assist you. We are available to schedule an initial consultation.
For an initial consultation, it is helpful to bring any relevant financial documents, such as previous tax returns, income statements, and details of significant financial events. This allows us to better understand your situation. We will provide a more detailed list of required documents as needed.
Our approach involves understanding each client's unique financial situation to provide tailored tax advisory and planning. We aim for clear and consistent communication to keep clients informed throughout the process. Our goal is to work collaboratively to address your tax needs effectively.
The turnaround time for developing tax planning strategies can vary depending on the complexity of your financial situation and the specific services required. We strive to provide timely and thorough guidance. We will discuss estimated timelines during our initial discussions.