Financial planner
Great Oak Capital Partners
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — South Easton hasn't published exact rates. Get a personalized quote for accurate numbers.
John Cooney, EA operates from 105R Depot St Suite 5, South Easton, MA 02375 in South Easton, 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 South Easton, 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.
Great Oak Capital Partners is a financial firm situated in South Easton, Massachusetts, serving individuals and businesses within the local community and surrounding areas. The firm operates with an Enrolled Agent (EA) credential, which is a federal authorization granted by the U.S. Department of the Treasury. This designation signifies that the professional is qualified to represent taxpayers before the Internal Revenue Service for various tax matters, including audits, collections, and appeals. Holding the EA credential demonstrates a commitment to rigorous tax knowledge and adherence to ethical standards. Great Oak Capital Partners is dedicated to providing advisory services, assisting clients in making informed financial decisions. The firm's focus is on understanding the specific needs and goals of each client to deliver tailored guidance. Located in South Easton, Great Oak Capital Partners offers accessible and professional support for those seeking expert financial and tax-related advice.
Great Oak Capital Partners specializes in providing comprehensive advisory services to both individuals and businesses. Advisory services are designed to offer clients informed perspectives and strategic guidance on their financial matters. This includes assisting clients in understanding their current financial position and exploring potential pathways for future growth or stability. For individuals, advisory services might involve discussions around personal financial planning, tax implications of investment decisions, or strategies for managing financial responsibilities. The firm helps clients interpret complex financial information and provides insights to support their decision-making process. For businesses, advisory services can encompass guidance on operational efficiency, financial forecasting, and understanding the tax landscape relevant to their industry. Great Oak Capital Partners aims to be a resource for clients seeking to navigate financial complexities, offering support that aligns with their specific objectives. The firm leverages its Enrolled Agent expertise to integrate tax considerations into its advisory approach, ensuring that clients receive well-rounded guidance that accounts for potential tax impacts. This specialization allows Great Oak Capital Partners to focus on delivering thoughtful and practical advice tailored to each client's unique circumstances.
An Enrolled Agent (EA) is a federally authorized tax practitioner who has demonstrated technical competence in the field of taxation. This credential allows Great Oak Capital Partners to represent taxpayers before the IRS, offering expert guidance on tax matters, audits, and appeals.
Great Oak Capital Partners provides advisory services focused on helping individuals and businesses make informed financial decisions. This includes guidance on financial planning, tax implications, and strategic financial management tailored to your specific needs.
Great Oak Capital Partners is located in South Easton, Massachusetts. We serve clients in South Easton and the surrounding communities, providing accessible financial and tax-related advisory services.
Yes, our advisory services extend to businesses seeking guidance on financial strategy. We assist with understanding financial performance, forecasting, and integrating tax considerations into your business planning.
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