Financial advisor
Greenway Financial Advisors LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Burlington hasn't published exact rates. Get a personalized quote for accurate numbers.
Brendan Orourke, EA operates from 2 Burlington Woods Dr #100, Burlington, MA 01803 in Burlington, 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 financial advisor. Public Google reviews show a 5-star rating across 9 ratings.
For taxpayers in Burlington, 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.
Greenway Financial Advisors LLC is a financial firm situated in Burlington, Massachusetts, dedicated to assisting clients with their tax needs. The firm's professional holds the Enrolled Agent (EA) credential, which signifies federal authorization to represent taxpayers before the Internal Revenue Service. This designation ensures a comprehensive understanding of tax law and regulations, providing clients with knowledgeable guidance in tax matters. Greenway Financial Advisors LLC specializes in tax preparation, offering services designed to help individuals and businesses accurately file their federal and state tax returns. By focusing on this core area, the firm aims to provide meticulous and compliant tax solutions for residents and enterprises within Burlington and the surrounding Massachusetts communities. Their approach is grounded in the principles of accurate reporting and adherence to current tax codes, helping clients meet their obligations efficiently. This specialization allows them to address a variety of tax situations, from straightforward individual filings to more complex business tax requirements.
Greenway Financial Advisors LLC focuses exclusively on providing comprehensive Tax Preparation services. This specialization encompasses the meticulous compilation and filing of various tax returns for both individuals and businesses. For individual clients, tax preparation involves gathering all necessary financial documents, such as W-2s, 1099s, and deduction records, to accurately calculate income, deductions, and credits. The goal is to ensure compliance with current tax laws while identifying all eligible deductions to optimize the client's tax position. This includes preparing federal income tax returns (Form 1040) and relevant state income tax returns for Massachusetts residents. For business clients, Tax Preparation services extend to preparing corporate tax returns (e.g., Form 1120, 1120S), partnership returns (Form 1065), and Schedule C for sole proprietors. This involves analyzing business income and expenses, depreciation schedules, and other financial statements to ensure accurate reporting. The firm assists in navigating the specific tax requirements applicable to different business structures, helping to ensure that all necessary forms are completed correctly and submitted on time. The expertise in tax preparation also includes staying updated on evolving tax legislation to provide current and accurate guidance. Clients can rely on the firm to handle the complexities of tax filing, ensuring that their returns are prepared with precision and adherence to federal and state regulations.
Yes, Greenway Financial Advisors LLC welcomes new clients seeking assistance with tax preparation. We encourage you to contact us to discuss your specific tax needs and schedule an initial consultation.
To ensure an efficient process, please bring all relevant income documents (W-2s, 1099s), deduction records, and any prior year tax returns. A detailed checklist can be provided upon scheduling your appointment.
Turnaround time varies based on your tax situation's complexity and document completeness. We aim for timely completion and will provide an estimated timeframe after reviewing your information.
Yes, we utilize electronic filing for both federal and state tax returns whenever possible. E-filing provides a secure and efficient way to submit returns and often results in faster processing of refunds.
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