Investment company
John Hancock Investment Management
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Quincy hasn't published exact rates. Get a personalized quote for accurate numbers.
Ying Pui Cheung, EA operates from 197 Clarendon St, Boston, MA 02116 in Quincy, 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 Preparation. On Google Business Profile, the firm is categorized as an investment company. Public Google reviews show a 1.4-star rating across 18 ratings.
For taxpayers in Quincy, 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.
John Hancock Investment Management is a tax firm located in Quincy, Massachusetts, dedicated to providing professional tax preparation services. The firm operates under the guidance of an Enrolled Agent (EA), a credential awarded by the U.S. Department of the Treasury. This designation signifies a tax practitioner who is federally authorized to represent taxpayers before the Internal Revenue Service. An Enrolled Agent possesses comprehensive knowledge of the tax code and is committed to upholding ethical standards in tax practice. For clients in Quincy and the surrounding Massachusetts communities, this means receiving assistance from a qualified professional who specializes in taxation. John Hancock Investment Management focuses on ensuring accurate and compliant tax filings, helping individuals and businesses meet their federal and state tax obligations. The firm's expertise as an Enrolled Agent allows it to address various tax situations, providing a reliable resource for managing tax responsibilities.
John Hancock Investment Management is dedicated to providing comprehensive tax preparation services for individuals and businesses located in Quincy, Massachusetts, and the surrounding communities. Our specialization in tax preparation means we focus entirely on the accurate and compliant filing of federal and state tax returns. The process begins with a detailed collection of all necessary financial documents, including income statements, expense records, and investment information. We then meticulously review these details to identify all applicable deductions, credits, and reporting requirements that pertain to each client's unique financial situation. As an Enrolled Agent, the firm possesses extensive knowledge of the U.S. tax code and its continuous updates, ensuring that all prepared returns reflect the most current regulations. This expertise is crucial for navigating complex tax forms and schedules, from W-2s and 1099s to Schedule C for self-employed individuals and various business tax forms. We strive to make the annual tax filing process as straightforward as possible, helping clients understand their obligations and potential opportunities within the tax law. Our commitment is to ensure that every tax return is prepared with precision, minimizing errors and supporting compliance with both IRS and Massachusetts Department of Revenue guidelines. By focusing exclusively on tax preparation, John Hancock Investment Management offers a reliable resource for managing annual tax responsibilities effectively and accurately.
An Enrolled Agent (EA) is a federally authorized tax practitioner who specializes in taxation. EAs have unlimited practice rights before the IRS, meaning they can represent taxpayers on any tax matter. This credential ensures a high level of expertise in tax law and regulations.
Generally, you will need to provide income statements (W-2s, 1099s), records of expenses, investment statements, and any other relevant financial documents. A comprehensive checklist can be provided to help you gather everything necessary for accurate filing.
Yes, John Hancock Investment Management provides tax preparation services for both federal and Massachusetts state tax returns. We ensure that both are accurately prepared and submitted in compliance with current regulations.
The duration of the tax preparation process can vary depending on the complexity of your financial situation and the completeness of the documents provided. We aim for efficiency while ensuring thoroughness and accuracy in every return.