Marketplace›Massachusetts›Grafton
Financial planner · Kochevar Financial Planning, LLC
7 Beth Lee Dr, Grafton, MA 01519
Gerald Kochevar, EA operates from 7 Beth Lee Dr, Grafton, MA 01519 in Grafton, Massachusetts. TaxScout has not independently verified a Massachusetts Board of Public Accountancy licence for this practice. 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 Grafton, 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.