Financial planner
Flagship Wealth Advisors, LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Wakefield hasn't published exact rates. Get a personalized quote for accurate numbers.
Paul Ryan, CPA operates from 301 Edgewater Pl #400, Wakefield, MA 01880 in Wakefield, 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 Advisory & Planning. On Google Business Profile, the firm is categorized as a financial planner. Public Google reviews show a 5-star rating across 1 ratings.
For taxpayers in Wakefield, 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.
Flagship Wealth Advisors, LLC is a tax professional firm located in Wakefield, Massachusetts. The firm is dedicated to assisting individuals and businesses with their tax-related needs, specifically concentrating on Tax Advisory and Planning. As tax professionals, they provide guidance to clients navigating the complexities of tax regulations and financial decisions. Their work involves offering insights into current tax laws and helping clients understand the implications of various financial strategies. The focus on planning means they assist clients in proactively managing their tax situations to align with their financial goals. Serving the Wakefield community and surrounding areas, Flagship Wealth Advisors, LLC aims to be a resource for those seeking informed tax guidance. They work to ensure clients have a clear understanding of their tax position and future considerations.
Flagship Wealth Advisors, LLC specializes in providing comprehensive Tax Advisory & Planning services, designed to assist clients in managing their tax obligations effectively and strategically. The Tax Advisory component of their services involves offering expert guidance and insights into current tax laws, regulations, and their potential impact on a client's financial situation. This includes helping individuals and businesses understand the tax implications of various transactions, investments, and financial decisions, ensuring they remain compliant while making informed choices. Through advisory, clients receive clarity on complex tax matters and support in navigating the ever-evolving tax landscape. Complementing this, Tax Planning focuses on developing proactive strategies tailored to optimize a client's tax position for both the present and the future. This service involves analyzing financial goals, income streams, and potential deductions to create personalized plans aimed at minimizing tax liabilities legally. Flagship Wealth Advisors, LLC assists clients in structuring their finances, considering aspects like retirement savings, business expansions, or estate considerations, all with the goal of achieving long-term tax efficiency and supporting their overall financial objectives.
Yes, Flagship Wealth Advisors, LLC welcomes new clients seeking tax professional services. We encourage prospective clients to contact us to discuss their specific tax advisory and planning needs and to determine if our services align with their requirements.
To ensure a productive discussion, please gather any relevant financial documents, prior tax returns, and details about your current financial situation. This will help our tax professionals provide tailored advice and effectively address your specific concerns during the consultation.
Our approach to tax planning involves understanding your financial goals and current circumstances to develop proactive strategies. We aim to help you navigate tax regulations, consider future tax implications, and optimize your tax position legally and effectively.
Many tax professionals offer secure electronic submission options for client convenience. Please inquire directly with Flagship Wealth Advisors, LLC regarding their preferred methods for document exchange and secure communication channels.
Fee structures for tax professional services can vary depending on the complexity and scope of work involved. We recommend discussing your specific needs with Flagship Wealth Advisors, LLC to understand their pricing model and receive a clear estimate for the services required.
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