Financial planner
Fiduciary Trust Company
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Boston hasn't published exact rates. Get a personalized quote for accurate numbers.
Mo Ching Quizon, EA operates from 53 State St, Boston, MA 02109 in Boston, 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. Public Google reviews show a 5-star rating across 2 ratings.
For taxpayers in Boston, 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.
Fiduciary Trust Company is a financial services firm situated in Boston, Massachusetts, dedicated to assisting clients with their tax and financial needs. Operating with the credential of an Enrolled Agent (EA), the firm is federally authorized to represent taxpayers before the Internal Revenue Service, covering a range of issues from audits to appeals. The practice is primarily focused on Tax Advisory & Planning, providing strategic guidance to individuals and businesses. This involves helping clients understand complex tax regulations, develop proactive strategies for managing their tax liabilities, and ensure ongoing compliance with federal and state tax laws. The firm's commitment is to offer clear, informed advice that empowers clients to make sound financial decisions regarding their tax position. Located in a central hub, Fiduciary Trust Company is well-positioned to serve a broad spectrum of clients throughout the Boston metropolitan area and its neighboring communities.
Fiduciary Trust Company provides dedicated expertise in Tax Advisory & Planning, a critical service designed to help clients navigate the complexities of tax regulations and optimize their financial positions. This specialization involves a proactive approach, where the firm consults with individuals and businesses to anticipate future tax implications arising from various financial activities. Through this advisory role, clients receive guidance on structuring their income, investments, and expenses in a tax-efficient manner, always within the bounds of current tax law. Tax Advisory encompasses a broad range of scenarios, from understanding the tax impact of investment portfolios and real estate transactions to planning for retirement distributions or charitable giving. The firm helps clients identify potential deductions, credits, and deferral strategies that can reduce their overall tax liability. Tax Planning focuses on developing personalized strategies that align with long-term financial objectives, ensuring that decisions made today contribute positively to future tax outcomes. This includes guidance on managing capital gains, understanding the implications of business structures, and planning for estate and gift taxes. The goal is to empower clients with the knowledge and tools needed to make informed financial decisions, ensuring compliance while strategically minimizing tax burdens. This comprehensive service is tailored to each client's unique circumstances, offering clarity and confidence in their financial planning.
Yes, our expertise in Tax Advisory & Planning is applicable to both individual taxpayers and various business entities. We provide tailored guidance to address the unique tax situations of each client type.
For an initial consultation, it is helpful to bring any recent tax returns, relevant financial statements, and a summary of your financial goals or concerns. This allows us to understand your specific situation better.
Our pricing for tax advisory services is typically based on the complexity and scope of the work required. We aim to provide transparency and will discuss our fee structure with you during the initial consultation.
Yes, as an Enrolled Agent, Fiduciary Trust Company is federally authorized to represent taxpayers before the IRS for audits, appeals, and collection issues. We can advocate on your behalf.