Financial planner
BRIO Financial Planning
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Quincy hasn't published exact rates. Get a personalized quote for accurate numbers.
Michelle Morris, EA operates from 1073 Hancock St #101, Quincy, MA 02169 in Quincy, 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 1 ratings.
For taxpayers in Quincy, 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.
BRIO Financial Planning is a tax firm situated in Quincy, Massachusetts, dedicated to serving individuals and businesses within the local community and its neighboring regions. Operating with the credential of an Enrolled Agent (EA), the firm is federally authorized to represent taxpayers before the Internal Revenue Service concerning various tax matters. The primary focus of BRIO Financial Planning is centered on Tax Advisory & Planning. This specialization means the firm works to assist clients in understanding complex tax regulations, developing proactive strategies to manage their tax obligations, and making informed financial decisions. By concentrating on tax advisory and planning, BRIO Financial Planning aims to provide guidance that helps clients navigate current tax laws and plan for future tax implications, ensuring their financial strategies are aligned with their tax goals. This proactive and specialized approach to tax management is a cornerstone of the services provided from their Quincy, MA location.
BRIO Financial Planning provides focused services in Tax Advisory & Planning for individuals and businesses in Quincy, Massachusetts, and surrounding areas. Tax Advisory involves offering expert guidance on current tax laws, regulations, and their practical application to a client's specific financial situation. This service helps clients understand their tax liabilities, identify potential tax-saving opportunities, and interpret complex tax codes to make informed financial decisions throughout the year. It ensures clients are aware of their obligations and entitlements under the tax system. Tax Planning is dedicated to developing proactive and strategic approaches to manage and potentially reduce future tax obligations within the bounds of legal frameworks. This includes forecasting the tax implications of various financial decisions, such as investments, significant purchases, business transactions, or retirement planning, to help clients align their financial goals with tax efficiency. Through careful planning, the firm assists clients in structuring their finances to optimize their tax position over time. These combined services aim to offer a comprehensive and forward-looking approach to managing tax responsibilities. BRIO Financial Planning works to ensure clients are well-informed about their current tax situation and equipped with strategies to navigate the evolving tax landscape effectively. This proactive engagement helps clients make sound financial choices with a clear understanding of their tax impacts.
Yes, BRIO Financial Planning welcomes new clients seeking assistance with tax advisory and planning services. We encourage prospective clients to reach out to discuss their specific needs and how we can provide support.
For an initial consultation, it's helpful to bring any relevant financial documents, such as previous tax returns, income statements, and details on investments or significant financial transactions. This allows for a more productive discussion about your tax situation.
We utilize secure methods for document submission, which may include encrypted portals or in-person drop-offs, depending on client preference. For eligible returns, we typically facilitate electronic filing to ensure efficient processing with the IRS.
The turnaround time for developing tax planning strategies can vary based on the complexity of your financial situation and the time of year. We strive to provide timely and thorough guidance, and we will communicate expected timelines clearly during our engagement.