Tax preparation service
CB Unlimited Tax Consulting
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Lawrence hasn't published exact rates. Get a personalized quote for accurate numbers.
Ena Pena, CPA operates from 81-83 Essex St, Lawrence, MA 01840 in Lawrence, 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 Preparation, and Tax Advisory & Planning. On Google Business Profile, the firm is categorized as a tax preparation service. Public Google reviews show a 5-star rating across 1 ratings.
For taxpayers in Lawrence, 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.
CB Unlimited Tax Consulting is a dedicated tax professional firm situated in Lawrence, Massachusetts. The firm focuses on providing essential tax services to individuals and businesses within the local community and surrounding areas. As a tax professional, CB Unlimited Tax Consulting specializes in two core areas: meticulous Tax Preparation and insightful Tax Advisory & Planning. Clients can rely on the firm for accurate and compliant filing of their tax returns, ensuring all necessary documentation is handled correctly. Beyond just preparation, the firm also offers proactive guidance to help clients understand and navigate their tax obligations throughout the year, assisting with financial decisions that have tax implications. This approach aims to support clients in managing their tax responsibilities effectively.
CB Unlimited Tax Consulting provides specialized services in Tax Preparation and Tax Advisory & Planning to meet the diverse needs of its clients. Our Tax Preparation service involves the accurate and timely completion and submission of various tax returns, including federal, state, and local filings for individuals and businesses. This ensures compliance with current tax regulations and helps clients fulfill their annual reporting obligations efficiently. We meticulously review all income, deductions, and credits to ensure accuracy. The Tax Advisory & Planning service offers proactive guidance designed to help clients make informed financial decisions with tax considerations in mind. This includes strategic discussions on how different financial activities may impact future tax liabilities and identifying opportunities for effective tax management. Our aim is to provide clarity and support in navigating complex tax landscapes.
Yes, CB Unlimited Tax Consulting welcomes new clients seeking assistance with tax preparation and advisory services. We encourage prospective clients to reach out to discuss their specific tax needs and how we can provide support.
To ensure an efficient tax preparation process, please gather all relevant income documents, such as W-2s and 1099s, along with records for deductions and credits. Having your previous year's tax return is also helpful for reference.
Our fees are determined based on the complexity and scope of the tax services required, whether it involves straightforward preparation or comprehensive advisory. We aim for transparency and can discuss our fee structure during an initial consultation.
We utilize secure methods for document exchange and electronic filing to streamline the tax process for our clients. Specific instructions for secure electronic submission can be provided upon engagement.