Consultant
Grant Financial
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Lexington hasn't published exact rates. Get a personalized quote for accurate numbers.
Catherine White, EA operates from 633 Trapelo Rd #105, Waltham, MA 02452 in Lexington, 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 consultant. Public Google reviews show a 3-star rating across 2 ratings.
For taxpayers in Lexington, 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.
Grant Financial is a dedicated tax firm situated in Lexington, Massachusetts, providing specialized tax services to individuals and businesses within the local community and neighboring towns. The firm operates under the expertise of an Enrolled Agent (EA), a designation granted by the U.S. Department of the Treasury. An Enrolled Agent is a federally authorized tax practitioner with unlimited practice rights before the IRS, meaning they are qualified to represent taxpayers concerning audits, appeals, and collection issues. This credential underscores a deep understanding of the complex and ever-changing tax landscape. Grant Financial's primary focus is on delivering accurate and efficient tax preparation services, helping clients understand and meet their tax obligations. The firm is committed to a precise and client-focused approach, ensuring that each tax situation is handled with the necessary attention to detail and adherence to current tax regulations.
Grant Financial specializes exclusively in tax preparation services for individuals and businesses. This core service involves the meticulous compilation and filing of various tax returns. For individuals, tax preparation includes assisting with federal and state income tax returns, ensuring all applicable deductions, credits, and income sources are accurately reported. This process helps clients comply with IRS and state tax requirements while working to correctly reflect their financial situation. The firm handles common forms such as Form 1040 and related schedules, addressing income from wages, investments, retirement, and other sources. For businesses, tax preparation extends to various entity types, including sole proprietorships, partnerships, S corporations, and C corporations. This involves preparing federal and state income tax returns specific to the business structure, such as Form 1120, Form 1120-S, or Form 1065. Grant Financial assists businesses in accurately reporting their revenues, expenses, assets, and liabilities, ensuring compliance with business tax regulations. The goal is to ensure all necessary documentation is correctly submitted, helping businesses meet their annual filing deadlines and obligations. The firm's Enrolled Agent credential signifies a deep understanding of tax codes relevant to both personal and business tax scenarios, providing a reliable resource for accurate tax filing.
An Enrolled Agent (EA) is a federally authorized tax practitioner who has unlimited practice rights before the IRS. This means they are qualified to represent taxpayers concerning audits, appeals, and collection issues. The EA credential signifies expertise in taxation.
Grant Financial prepares federal and state income tax returns for individuals and various business entities. This includes forms like Form 1040 for individuals and forms specific to different business structures.
To start, you can contact Grant Financial to discuss your specific tax situation and schedule an initial consultation. We will then provide guidance on the necessary documents and information needed for your tax preparation.
Yes, Grant Financial provides tax preparation services for both individuals and businesses. Our expertise covers a range of personal income tax scenarios and various business entity tax filings.
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