Financial institution
Consolidated Financial Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Everett hasn't published exact rates. Get a personalized quote for accurate numbers.
Thomas Dunn, EA operates from 369 Broadway # 3, Everett, MA 02149 in Everett, 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 financial institution.
For taxpayers in Everett, 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.
Consolidated Financial Services is a dedicated tax firm situated in Everett, Massachusetts, serving the financial needs of individuals and businesses in the local community and surrounding areas. The firm's primary focus is on providing comprehensive tax preparation services. As an Enrolled Agent (EA), the professional at Consolidated Financial Services possesses a federal authorization to represent taxpayers before the Internal Revenue Service. This credential signifies a thorough understanding of federal tax law and a commitment to assisting clients with various tax matters. The practice is equipped to handle the complexities of annual tax filings, helping clients ensure accuracy and compliance with current tax regulations. Whether clients require assistance with individual income tax returns or business tax filings, Consolidated Financial Services offers focused support to navigate their tax obligations effectively from its Everett, MA location.
Consolidated Financial Services focuses its expertise on providing comprehensive Tax Preparation services. This specialization involves the meticulous compilation, review, and submission of various tax returns for both individual taxpayers and business entities. For individuals, tax preparation includes the careful gathering of all necessary financial documents, such as W-2s, 1099s, investment statements, and documentation for potential deductions and credits. The firm then accurately completes and files federal and state income tax returns, ensuring adherence to the latest tax laws and regulations. The aim is to correctly report all income and expenses, helping clients meet their personal tax obligations. For businesses, tax preparation encompasses the organization and analysis of financial records, including income statements, balance sheets, and expense reports. This process leads to the precise calculation of taxable income and the preparation of appropriate business tax forms, which may include filings for corporations, S-corporations, partnerships, or sole proprietorships. The service ensures that business clients comply with federal and state tax requirements, accurately reflecting their financial performance and fulfilling their reporting duties. Consolidated Financial Services is dedicated to simplifying the annual tax filing process for all its clients, providing focused support to ensure accuracy and timely submission.
Yes, Consolidated Financial Services welcomes new clients seeking professional tax preparation assistance. We encourage prospective clients to contact us to discuss their specific tax needs and how we can help.
For individual tax preparation, please bring income statements (W-2s, 1099s), records of deductions, and any relevant tax documents from the previous year. Business clients should bring complete financial statements and related records.
Yes, Consolidated Financial Services utilizes electronic filing for tax returns whenever possible. This method helps ensure efficient and secure submission to the IRS and state tax authorities, speeding up processing.
The turnaround time for tax preparation can vary based on the complexity of your tax situation and the completeness of your submitted documents. We strive for efficient processing and will communicate expected timelines upon receiving your information.
Our pricing for tax preparation services is based on the complexity of your tax return and the specific forms required. We can provide an estimate after an initial discussion of your particular tax situation and needs.