Financial planner
Burke Financial Service
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Natick hasn't published exact rates. Get a personalized quote for accurate numbers.
John Burke, EA operates from 25 W Central St, Natick, MA 01760 in Natick, 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 Natick, 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.
Burke Financial Service is an Enrolled Agent (EA) firm based in Natick, Massachusetts, serving individuals and businesses in the local community and beyond. As an Enrolled Agent, the firm is federally authorized to represent taxpayers before the Internal Revenue Service, demonstrating a high level of expertise in tax matters. Burke Financial Service specializes in providing comprehensive tax advisory and planning services. This focus means assisting clients with understanding complex tax regulations, making informed financial decisions, and strategically preparing for future tax obligations. The firm's approach is centered on offering proactive insights and developing tailored strategies to help clients navigate the intricacies of the tax landscape effectively. Whether clients are looking for guidance on personal tax situations or require strategic planning for their business, Burke Financial Service aims to clarify tax matters and support them in achieving their financial objectives through diligent planning and advice.
Burke Financial Service specializes exclusively in Tax Advisory & Planning, offering focused expertise to clients seeking to optimize their financial strategies. Tax Advisory involves providing proactive guidance and insights into current tax laws, regulations, and their potential impact on a client's financial situation. This service helps clients understand the tax implications of various financial decisions, from investments and business operations to personal financial events, ensuring they are well-informed before making significant moves. It includes interpreting complex tax codes and offering clear, actionable explanations to demystify intricate tax matters, allowing clients to navigate their financial landscape with confidence. Tax Planning, a complementary service, focuses on developing strategic approaches to minimize future tax liabilities within legal frameworks. This involves a thorough review of a client's financial picture to identify potential deductions, credits, and advantageous financial structures. The firm works diligently with clients to create personalized tax strategies that align with their long-term financial goals, aiming to reduce tax burdens and enhance overall financial health. This forward-looking approach helps clients anticipate tax obligations, capitalize on opportunities, and make informed choices throughout the year, rather than just at tax season. Both Tax Advisory and Planning are designed to empower clients with the knowledge and strategies needed for effective, year-round tax management and financial well-being.
Yes, Burke Financial Service welcomes new clients seeking assistance with tax advisory and planning. 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 helps us understand your situation.
Our pricing is typically based on the scope and complexity of the tax advisory and planning services required. We aim to provide clear fee structures and will discuss this transparently during your initial consultation.
As an Enrolled Agent, Burke Financial Service is federally authorized to represent taxpayers before the IRS, meaning we can assist clients with federal tax matters regardless of their location.