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Lisa Soraci, CPA

Tax preparation service

5.0(2 Google reviews)
255 Park Ave #604, Worcester, MA 01609
Licensed Tax Preparer

Hershman Fallstrom & Crowley

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Worcester

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

AICPA national averages — Worcester hasn't published exact rates. Get a personalized quote for accurate numbers.

About Lisa Soraci

Lisa Soraci, CPA operates from 255 Park Ave #604, Worcester, MA 01609 in Worcester, 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 Preparation. On Google Business Profile, the firm is categorized as a tax preparation service. Public Google reviews show a 5-star rating across 2 ratings.

For taxpayers in Worcester, 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.

More about Lisa Soraci

Hershman Fallstrom & Crowley operates as a dedicated tax professional firm situated in Worcester, Massachusetts. The firm's core specialization lies in comprehensive tax preparation services. They serve a range of clients, including individuals, families, and various types of businesses within Worcester and its neighboring communities. As tax professionals, the team is focused on navigating the intricacies of tax codes and regulations to accurately prepare and file tax returns. Their expertise in tax preparation is designed to assist clients in meeting their annual tax obligations, whether those involve personal income taxes or the more complex requirements of business entities. This focused approach ensures that clients receive support tailored to their specific tax filing needs, promoting compliance and clarity in their financial reporting. The firm is committed to accuracy and thoroughness in all tax matters, providing peace of mind for those managing their annual tax responsibilities.

Services Lisa Soraci offers

The primary service offered by Hershman Fallstrom & Crowley is Tax Preparation. This specialization encompasses a full range of activities involved in accurately compiling and filing tax returns for various entities. For individual clients, tax preparation includes gathering all necessary income statements, deduction information, and credit details to complete federal and state income tax forms. This process aims to ensure that all applicable deductions and credits are considered, helping individuals meet their tax obligations efficiently. For businesses, tax preparation involves a more complex set of tasks, including the organization of financial statements, payroll records, and other relevant business transactions. This service helps businesses, from sole proprietorships to partnerships and corporations, prepare their annual tax returns in accordance with IRS and state regulations. The firm assists in categorizing expenses, reporting income, and ensuring that all required schedules and forms are correctly completed and submitted. Tax preparation also extends to understanding and applying current tax laws and changes, which can impact both individual and business filings. The firm focuses on the meticulous review of all financial data to minimize errors and facilitate a smooth filing process. Clients can expect assistance with various tax forms, ensuring that their returns are complete, accurate, and submitted by the necessary deadlines. This dedicated focus on tax preparation helps clients navigate their annual tax responsibilities with confidence.

Areas served

Worcester, MAShrewsbury, MAHolden, MAAuburn, MAGrafton, MAMillbury, MAWest Boylston, MA

Frequently Asked Questions

What information should I bring for my tax preparation appointment?

Please bring all relevant income documents, such as W-2s, 1099s, and K-1s, along with any documentation for deductions or credits you plan to claim. This may include receipts for charitable donations, medical expenses, or educational costs.

How long does the tax preparation process typically take?

The duration can vary based on the complexity of your tax situation and the completeness of your provided documents. We strive for efficient turnaround times once all necessary information has been submitted.

Does Hershman Fallstrom & Crowley offer electronic filing for tax returns?

Yes, we utilize electronic filing for both federal and state tax returns whenever possible. This method helps ensure quicker processing and confirmation of your submission.

What is the firm's approach to pricing for tax preparation services?

Our fees for tax preparation are determined by the complexity of your return and the forms required. We can discuss our fee structure with you during an initial consultation.

Is the firm accepting new clients for tax preparation services?

We welcome inquiries from prospective new clients seeking tax preparation assistance. Please contact our office to discuss your specific needs and schedule a consultation.

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Data sourced from Massachusetts Board of Public Accountancy. Profile not verified by TaxScout.

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