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Brian Ward, EA

Financial planner

5.0(1 Google review)
360 Brockton Ave # 207, Abington, MA 02351
IRS-Verified Enrolled Agent

Integrared Financial Services

Specializes in

Tax Advisory & Planning

Languages

English

Estimated Tax Prep Pricing in Abington

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Brian Ward

Brian Ward, EA operates from 360 Brockton Ave # 207, Abington, MA 02351 in Abington, 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 1 ratings.

For taxpayers in Abington, 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 Brian Ward

Integrared Financial Services is a financial firm situated in Abington, Massachusetts, dedicated to assisting individuals and businesses with their financial guidance needs. The firm is led by an Enrolled Agent (EA), a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. This credential allows the EA to represent taxpayers before the Internal Revenue Service (IRS) for all tax matters, including tax preparation, audits, and collections. This authorization requires demonstrating comprehensive knowledge of federal tax law. Integrared Financial Services leverages this expertise to offer advisory services, helping clients understand complex financial situations and make informed decisions. The firm serves the Abington community and neighboring towns, providing a local resource for professional financial and tax-related advice. Their commitment is to deliver practical, client-focused insights to support financial planning and compliance.

Services Brian Ward offers

Integrared Financial Services specializes in providing comprehensive advisory services designed to support clients in navigating their financial landscape. Our advisory approach focuses on offering informed guidance and strategic insights rather than transactional services. For individuals, this can involve discussions around personal financial planning, understanding tax implications of various life events, or developing strategies for future financial goals. We help clients analyze their current financial standing and explore potential paths forward, considering their unique circumstances and objectives. For businesses, advisory services might include guidance on tax planning strategies, understanding the financial impact of operational decisions, or assistance with compliance matters. We work with business owners to interpret financial data, identify areas for improvement, and plan for sustainable growth. Our role is to act as a trusted resource, providing clarity on complex financial concepts and helping clients make well-informed decisions. We aim to empower clients with the knowledge and perspective needed to manage their financial responsibilities effectively and work towards their long-term financial health. This consultative support is tailored to each client's specific questions and needs, ensuring relevant and actionable advice.

Areas served

Abington, MAWhitman, MARockland, MAHanover, MABrockton, MAWeymouth, MAHolbrook, MA

Frequently Asked Questions

What is an Enrolled Agent (EA)?

An Enrolled Agent is a tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. This credential signifies extensive knowledge of federal tax law and allows them to handle various tax matters, including audits and collections.

What kind of advisory services does Integrared Financial Services offer?

We provide guidance on financial planning, tax implications of decisions, and strategic financial insights for both individuals and businesses. Our services focus on helping clients understand their financial situations and make informed choices.

How can Integrared Financial Services assist my business?

For businesses, our advisory services can include guidance on tax planning strategies, understanding the financial impact of operational decisions, and assistance with compliance matters. We help owners interpret financial data and plan for growth.

Is Integrared Financial Services able to help with complex tax issues?

As an Enrolled Agent, Integrared Financial Services is authorized to represent taxpayers before the IRS for all tax matters. This includes providing guidance and representation for complex tax issues, audits, and collections.

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

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