Tax preparation service
JF Tax Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Methuen hasn't published exact rates. Get a personalized quote for accurate numbers.
Claudio Montero, CPA operates from 5 Pleasant St Suite 103, Methuen, MA 01844 in Methuen, 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 181 ratings.
For taxpayers in Methuen, 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.
JF Tax Services is a tax professional firm situated in Methuen, Massachusetts, dedicated to serving the local community and its neighboring towns. The firm specializes in providing comprehensive tax preparation services, primarily catering to individuals and potentially small businesses who require professional assistance with their annual tax filings. As a tax professional, JF Tax Services focuses on guiding clients through the often-intricate process of preparing and submitting tax returns. The practice is committed to accuracy and adherence to current tax laws, helping clients understand their obligations and identify relevant deductions or credits. By concentrating solely on tax preparation, JF Tax Services aims to simplify the tax filing experience. This firm serves as a reliable local resource for those seeking support in managing their tax responsibilities effectively, ensuring that all necessary forms are completed correctly and submitted on time in the Methuen area.
JF Tax Services focuses exclusively on Tax Preparation, a critical service designed to assist individuals and small businesses in fulfilling their annual tax obligations. This comprehensive specialization involves the meticulous collection, organization, and accurate reporting of all necessary financial information required for filing federal and state income tax returns. For individual clients, tax preparation includes a thorough review of income statements such as W-2s and 1099s, as well as an assessment of potential deductions, credits, and other relevant financial activities to ensure all eligible benefits are claimed and compliance with tax laws is met. For small business clients, this service extends to preparing specific business tax forms, such as Schedule C for sole proprietors or partnership returns, accurately reporting business income, expenses, and other financial transactions. The process also involves reviewing prior year returns for consistency and identifying any potential issues or changes in tax circumstances. JF Tax Services aims to simplify the often-complex annual tax filing process, providing clear guidance on necessary documentation and answering client questions to ensure a smooth and compliant submission. This dedicated focus on tax preparation ensures that clients receive expert attention to their specific tax filing needs, from initial data gathering and calculation to the final electronic or paper submission of their tax documents, helping them meet deadlines and avoid common errors.
Please bring all relevant income documents like W-2s and 1099s, along with any statements for deductions or credits you plan to claim. A copy of your prior year's tax return can also be helpful for reference.
The turnaround time can vary based on the complexity of your tax situation and the completeness of your provided documents. We strive to complete returns efficiently once all necessary information is received.
Yes, we utilize electronic filing (e-file) for most tax returns. This method offers a secure and efficient way to submit your federal and state tax documents.
Our fees for tax preparation are determined by the complexity of your tax return and the forms required. We can discuss specific pricing details during an initial consultation.
We welcome inquiries from new clients seeking professional tax preparation assistance. Please contact us to discuss your needs and schedule an initial consultation.