Tax preparation service
Croteau & Associates
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Gardner hasn't published exact rates. Get a personalized quote for accurate numbers.
Francis Croteau, EA operates from 374 Elm St, Gardner, MA 01440 in Gardner, 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 service. Public Google reviews show a 5-star rating across 10 ratings.
For taxpayers in Gardner, 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.
Croteau & Associates is a dedicated tax firm situated in Gardner, Massachusetts, providing essential tax services to individuals and businesses within the local community and its neighboring towns. The firm operates under the guidance of an Enrolled Agent (EA), a credential awarded by the U.S. Department of the Treasury. This designation authorizes the professional to represent taxpayers before the Internal Revenue Service (IRS), demonstrating a high level of expertise in federal tax law and a commitment to ongoing professional education. Croteau & Associates specializes in tax preparation, assisting clients with the complexities of their annual tax filings for both federal and state requirements. The firm's approach involves a careful review of each client's financial information to ensure accurate and compliant tax returns, aiming to optimize outcomes within legal frameworks. Their commitment is to help clients understand their tax responsibilities and navigate the filing process effectively, offering support and clarity from their Gardner office.
Croteau & Associates focuses exclusively on comprehensive tax preparation services for individuals and businesses. The firm understands that accurate and timely tax filing is a critical annual responsibility. For individual clients, this includes preparing federal and state income tax returns, taking into account various income sources such as wages, investments, and retirement distributions. The process involves identifying applicable deductions and credits to ensure compliance with current tax laws. For businesses, Croteau & Associates assists with the preparation of various entity-specific tax returns, including those for sole proprietorships, partnerships, and corporations. This service encompasses the careful review of financial records, income statements, and balance sheets to accurately report business income, expenses, and liabilities. The firm's Enrolled Agent credential signifies a deep understanding of the Internal Revenue Code and state tax regulations, allowing them to navigate complex tax scenarios. The goal of Croteau & Associates' tax preparation service is to ensure that all required forms are correctly completed and submitted, helping clients meet their obligations while adhering to all relevant tax statutes. They work to provide clarity throughout the tax filing process, explaining key aspects of the return and addressing client questions. This specialization ensures that clients receive focused attention on their tax preparation needs, whether they are filing a simple individual return or a more intricate business return.
An Enrolled Agent is a federally authorized tax practitioner who has technical expertise in the field of taxation. EAs are licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS, ensuring a high level of knowledge in tax law for your return.
You should bring all relevant income statements, such as W-2s and 1099s, along with documentation for any deductions or credits you plan to claim. This includes records for expenses, medical costs, and charitable contributions.
Yes, Croteau & Associates prepares both federal income tax returns and Massachusetts state income tax returns. The firm assists clients in meeting their obligations for both levels of taxation.