Financial planner
Impact Advisors Group
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Duxbury hasn't published exact rates. Get a personalized quote for accurate numbers.
Brandon Jordan, EA operates from Duxbury, 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.
For taxpayers in Duxbury, 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.
Impact Advisors Group is a tax firm situated in Duxbury, Massachusetts, dedicated to providing specialized tax services to individuals and businesses within the local community and neighboring towns. Operating under the credential of an Enrolled Agent (EA), the firm is federally authorized to represent taxpayers before the IRS in a wide range of tax matters. The core focus of Impact Advisors Group is Tax Advisory & Planning. This specialization means the firm provides proactive and strategic guidance designed to help clients understand and navigate the complexities of tax regulations. By focusing on planning, Impact Advisors Group assists clients in making informed financial decisions throughout the year, aiming to optimize their tax position and ensure adherence to current tax laws. The firm works to deliver clear, actionable tax advice tailored to the unique circumstances of each client, supporting their financial goals.
Impact Advisors Group specializes in Tax Advisory & Planning, a comprehensive service designed to assist clients in managing their tax obligations effectively and strategically. This specialization involves more than just preparing tax returns; it encompasses a proactive approach to tax management throughout the year. Within Tax Advisory, the firm provides guidance on various tax-related issues, helping clients understand the implications of financial decisions on their tax situation. This includes interpreting current tax laws, identifying potential tax savings, and addressing specific tax questions that arise from personal or business activities. The goal is to offer clarity and informed perspectives on tax matters. Tax Planning focuses on developing strategies to minimize future tax liabilities within legal frameworks. This involves analyzing a client's financial situation, income sources, and potential deductions or credits to create a tailored plan. For individuals, this might include planning for retirement, investments, or significant life events. For businesses, it could involve structuring transactions, managing expenses, or optimizing entity choices to achieve tax efficiency. Through diligent Tax Advisory & Planning, Impact Advisors Group aims to empower clients with the knowledge and strategies needed to navigate the evolving tax landscape and achieve their financial objectives.
Yes, Impact Advisors Group welcomes new clients seeking assistance with tax advisory and planning services. We encourage prospective clients to contact us to discuss their specific needs and how we can support their financial goals.
To make the most of your consultation, please gather any relevant financial documents, such as income statements, investment summaries, and details of significant financial transactions. This will help us understand your situation comprehensively.
Our pricing is typically based on the scope and complexity of the tax advisory and planning services required. We aim to provide transparent fee structures and can discuss this in detail during an initial consultation.
While our primary focus is on advisory and planning, we can guide clients on the necessary steps for filing their tax documents. We ensure that our planning advice aligns with current e-filing requirements.