Tax preparation service
Grady Financial Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Newburyport hasn't published exact rates. Get a personalized quote for accurate numbers.
John Grady, EA operates from 1 Merrimac St #14, Newburyport, MA 01950 in Newburyport, 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 1 ratings.
For taxpayers in Newburyport, 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.
Grady Financial Services is an Enrolled Agent (EA) firm situated in Newburyport, Massachusetts. As an Enrolled Agent, the firm holds federal authorization to represent taxpayers before the Internal Revenue Service, specializing comprehensively in tax preparation. This specialization means Grady Financial Services is equipped to assist a wide array of clients, from individuals and families managing personal finances to small businesses navigating their annual tax obligations. The firm's core mission is to deliver accurate and compliant tax services to the Newburyport community and its neighboring areas. By focusing exclusively on tax preparation, Grady Financial Services helps clients meticulously prepare and file their federal and state income tax returns. The expertise inherent in the Enrolled Agent credential ensures that clients receive knowledgeable guidance through the intricacies of tax law, aiming for thoroughness and adherence to current regulations. This firm is a resource for those seeking dedicated support in managing their tax responsibilities effectively.
Grady Financial Services specializes exclusively in Tax Preparation, offering comprehensive support for both individual and business clients. This service encompasses the meticulous gathering and organization of all necessary financial documents, including W-2s, 1099s, investment statements, and expense records, to ensure a complete and accurate picture of your financial year. For individuals, this involves preparing federal and state income tax returns, identifying applicable deductions, credits, and exemptions to optimize your tax position while remaining fully compliant with current tax laws. We assist with various personal tax situations, from standard filings to more complex scenarios involving investments or self-employment income. For businesses, our tax preparation services extend to preparing corporate, partnership, or sole proprietorship tax returns. This includes careful consideration of business income, expenses, depreciation, and other relevant financial data to ensure accurate reporting and adherence to business tax regulations. Our approach ensures that all returns are prepared thoroughly, submitted correctly, and filed on time, helping clients meet their obligations and avoid potential issues with tax authorities. We aim to simplify the often-complex process of tax filing, providing clear guidance and reliable service to help you navigate your tax responsibilities effectively.
Yes, Grady Financial Services welcomes new clients seeking assistance with their tax preparation needs. We encourage prospective clients to reach out to discuss their specific situation and how we can help.
To ensure an efficient process, please bring all relevant income statements (W-2s, 1099s), deduction records, and any prior year tax returns. A comprehensive list can be provided upon scheduling your appointment.
The turnaround time for tax preparation can vary based on the complexity of your financial situation and the completeness of your documentation. We strive to complete returns efficiently while ensuring accuracy.
Yes, we utilize electronic filing (e-filing) for both federal and state tax returns whenever possible. This method offers a secure and efficient way to submit your returns.
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