Financial planner
Demers Financial Planning
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — North Andover hasn't published exact rates. Get a personalized quote for accurate numbers.
Maureen Demers, EA operates from 800 Turnpike St Suite 300, North Andover, MA 01845 in North Andover, 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.
For taxpayers in North Andover, 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.
Demers Financial Planning is a professional firm located in North Andover, Massachusetts, dedicated to providing financial guidance. The firm operates under the expertise of an Enrolled Agent (EA), a credential granted by the U.S. Department of the Treasury. This authorization allows Demers Financial Planning to represent taxpayers before the Internal Revenue Service, demonstrating a deep understanding of tax law and regulations. This specialized knowledge forms the foundation of the firm's approach to financial advisory. Demers Financial Planning assists clients in navigating various financial considerations, with a particular emphasis on the tax implications of their decisions and long-term planning. The practice focuses on offering informed advice to help clients make sound financial decisions, ensuring they understand their financial position and can plan effectively for future goals. The firm is committed to serving the North Andover community and its neighboring towns with reliable and focused financial advisory services.
Demers Financial Planning specializes in providing comprehensive advisory services to individuals and businesses. Our advisory approach is centered on helping clients understand the financial landscape and make informed decisions, particularly concerning tax implications. We offer guidance on tax planning strategies, assisting clients in identifying opportunities to manage their tax obligations effectively throughout the year. This involves proactive discussions about income, deductions, and credits to optimize their financial position. We provide insights into how various financial decisions, such as investment choices, real estate transactions, or significant life events like retirement planning, can impact their current and future tax situation. Our advisory services extend to reviewing financial scenarios and offering perspectives on potential outcomes, always with a strong focus on tax efficiency. We work collaboratively with clients to develop strategies that align with their financial objectives while adhering to current tax laws and regulations. This proactive guidance aims to equip clients with the knowledge needed to navigate complex financial matters with confidence. Whether it involves understanding the tax implications of a new business venture, planning for educational expenses, or managing personal finances, Demers Financial Planning provides tailored advice. Our goal is to empower clients with clarity and confidence in their financial journey through focused, tax-centric advisory support, helping them make strategic choices that support their long-term financial well-being.
An Enrolled Agent is a tax professional federally authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. EAs demonstrate expertise in tax law and are held to strict ethical standards.
We provide advisory services focused on tax planning and financial decision-making, helping clients understand tax implications. Our guidance assists individuals and businesses in navigating their financial landscape effectively.
Advisory services can help you make informed financial decisions by providing insights into tax consequences and planning opportunities. This proactive approach aims to optimize your financial position and support your long-term goals.
Yes, while based in North Andover, MA, we serve clients in surrounding communities within Massachusetts. Our services are accessible to individuals and businesses in nearby towns.
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