Tax preparation
By the Square Taxes
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Marblehead hasn't published exact rates. Get a personalized quote for accurate numbers.
Yotam Mendlinger, EA operates from 21 Essex St, Marblehead, MA 01945 in Marblehead, 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 Preparation. On Google Business Profile, the firm is categorized as a tax preparation. Public Google reviews show a 5-star rating across 7 ratings.
For taxpayers in Marblehead, 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.
By the Square Taxes is a dedicated tax firm situated in Marblehead, Massachusetts, serving the tax needs of individuals and businesses within the local community and surrounding areas. The firm operates under the expertise of an Enrolled Agent (EA), a credential awarded by the U.S. Department of the Treasury. This federal license authorizes the practitioner to represent taxpayers before the Internal Revenue Service (IRS) for tax matters, including audits, collections, and appeals. The Enrolled Agent designation requires rigorous testing and adherence to ethical standards, demonstrating a deep understanding of the U.S. tax code. By the Square Taxes is committed to providing accurate and reliable tax preparation services, helping clients fulfill their annual filing obligations effectively. The firm offers a clear and straightforward approach to managing various tax requirements, aiming to be a trusted resource for residents and businesses in Marblehead and neighboring Massachusetts towns.
By the Square Taxes specializes in comprehensive Tax Preparation services, catering to the needs of individuals and various business entities. This core offering encompasses the meticulous process of gathering financial information, analyzing relevant data, and accurately completing and submitting federal, state, and local tax returns. For individual taxpayers, the firm assists with preparing Form 1040 and associated schedules, ensuring all eligible deductions, credits, and exemptions are identified and applied correctly to minimize tax liability while remaining compliant with the Internal Revenue Code. This includes handling income from wages, investments, retirement, and other sources. For businesses, tax preparation services extend to preparing returns for different organizational structures, such as Schedule C for sole proprietorships, Form 1120 for C-corporations, Form 1120-S for S-corporations, and Form 1065 for partnerships. This involves organizing financial records, calculating taxable income, and completing all necessary forms to meet federal and state tax reporting obligations. The firm guides clients through the documentation required for an efficient preparation process, aiming to simplify the often-complex task of tax filing. By focusing exclusively on tax preparation, By the Square Taxes provides a dedicated and informed approach to navigating tax complexities, helping clients achieve compliance and peace of mind regarding their annual tax responsibilities. The firm remains current with evolving tax legislation to deliver accurate and up-to-date service.
An Enrolled Agent (EA) is a federally licensed tax practitioner authorized to represent taxpayers before the IRS. This credential signifies expertise in tax law and allows the EA to prepare tax returns for individuals, partnerships, corporations, and other entities. It ensures a high standard of knowledge and ethical practice in tax matters.
Generally, you should bring all income statements (W-2s, 1099s), records of deductions and credits (mortgage interest, property taxes, charitable contributions), and last year's tax return. For businesses, financial statements like profit and loss statements and balance sheets are also helpful. A comprehensive list can be provided upon scheduling your appointment.
Protecting your personal financial information is a top priority. As an Enrolled Agent, the firm adheres to strict ethical guidelines and professional standards regarding client confidentiality and data security. All sensitive information is handled with the utmost care and in compliance with privacy regulations.
By the Square Taxes focuses on comprehensive tax preparation, which includes addressing various income sources, deductions, and credits. The Enrolled Agent credential signifies a deep understanding of the tax code, enabling the firm to accurately prepare returns for a range of individual and business scenarios.
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