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Zalman Kugel, CPA

Tax preparation service

5.0(5 Google reviews)
28 Washington St, Wellesley, MA 02481
Licensed Tax Preparer

Integrity Tax & Business Partners

Specializes in

Tax PreparationTax Consulting

Languages

English

Estimated Tax Prep Pricing in Wellesley Hills

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Zalman Kugel

Zalman Kugel, CPA operates from 28 Washington St, Wellesley, MA 02481 in Wellesley Hills, 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, and Tax Consulting. On Google Business Profile, the firm is categorized as a tax preparation service. Public Google reviews show a 5-star rating across 5 ratings.

For taxpayers in Wellesley Hills, 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 Zalman Kugel

Integrity Tax & Business Partners is a tax professional firm situated in Wellesley Hills, Massachusetts. The firm serves individuals and businesses within the local community and surrounding towns, providing focused expertise in tax-related matters. As dedicated tax professionals, Integrity Tax & Business Partners assists clients by navigating the complexities of tax regulations and financial planning. The firm's commitment is to offer reliable support and clear communication, ensuring clients understand their tax obligations and opportunities. Operating from its Wellesley Hills location, Integrity Tax & Business Partners aims to be a trusted resource for those seeking professional guidance with their tax preparation and business consulting needs. The firm strives to deliver services with a focus on precision and client-centric solutions.

Services Zalman Kugel offers

Integrity Tax & Business Partners focuses its expertise on two primary service areas: Tax Preparation and Consulting. Our Tax Preparation services are designed to assist both individuals and businesses in accurately and efficiently fulfilling their tax obligations. This involves the meticulous preparation and filing of federal and state income tax returns, ensuring adherence to the latest tax codes and regulations. Clients benefit from guidance through the entire process, including the organization of financial documents, identification of applicable deductions and credits, and precise reporting of all income sources. The firm aims to simplify what can often be a complex annual task, helping clients achieve compliance and peace of mind regarding their tax filings. We work to minimize potential errors and ensure all necessary forms are completed correctly and submitted on time. Beyond preparation, Integrity Tax & Business Partners offers comprehensive Consulting services. This involves providing informed guidance and strategic advice on a range of tax and financial matters. Through personalized discussions, the firm helps clients understand the tax implications of their personal and business decisions. Consulting topics can include proactive tax planning strategies to optimize future tax positions, advice on structuring business transactions, or insights into the tax consequences of significant life events such as property sales or retirement planning. The objective is to empower clients with the knowledge needed to make sound financial choices that align with their tax goals.

Areas served

Wellesley Hills, MAWellesley, MANeedham, MANatick, MANewton, MAFramingham, MAWeston, MA

Frequently Asked Questions

What types of tax returns do you prepare?

We prepare federal and state income tax returns for individuals and businesses. Our services cover various forms and schedules required for accurate filing.

How can consulting services benefit my business?

Consulting services can help your business by providing insights into tax implications of decisions, assisting with tax planning, and offering guidance to optimize your tax position. We aim to help you make informed financial choices.

What should I bring for tax preparation?

Generally, you should bring income statements (W-2s, 1099s), deduction records (mortgage interest, property taxes), and any other relevant financial documents. We can provide a detailed checklist upon request.

Do you offer year-round tax support?

Yes, while tax preparation is seasonal, our consulting services are available throughout the year. We can assist with tax planning and questions outside of tax season.

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

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