Financial planner
Legacy Financial Advisors, Inc.
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Norwell hasn't published exact rates. Get a personalized quote for accurate numbers.
Patrick Murray, CPA operates from 1500 W Park Dr Suite 100, Westborough, MA 01581 in Norwell, 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 Advisory & Planning. On Google Business Profile, the firm is categorized as a financial planner. Public Google reviews show a 4.3-star rating across 3 ratings.
For taxpayers in Norwell, 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.
Legacy Financial Advisors, Inc. is a tax professional firm located in Norwell, Massachusetts. The firm is dedicated to providing specialized guidance in tax matters for its clients. As tax professionals, Legacy Financial Advisors, Inc. focuses on assisting individuals and businesses with the complexities of the tax landscape. Their core expertise lies in Tax Advisory & Planning, which involves offering strategic insights and proactive solutions to manage tax obligations effectively. Clients seeking to navigate current tax laws, understand the implications of financial decisions, or develop long-term tax strategies will find the firm's services tailored to these specific needs. The firm serves clients from its Norwell, MA location, providing focused support in an essential area of financial management.
Legacy Financial Advisors, Inc. specializes in comprehensive Tax Advisory & Planning services, designed to help clients manage their tax obligations strategically and efficiently. Within Tax Advisory, the firm provides expert guidance on current tax laws and regulations, helping clients understand how various financial decisions can impact their tax situation throughout the year. This includes offering insights into compliance requirements and navigating complex tax codes to ensure accurate reporting. For Tax Planning, the firm works proactively with clients to develop strategies aimed at optimizing their tax positions. This involves identifying opportunities for deductions, credits, and other tax-saving measures, as well as structuring financial activities to minimize future tax liabilities. Whether clients are planning for investments, retirement, business transactions, or other significant financial events, the firm's planning services focus on long-term tax efficiency and financial well-being.
The firm assists by providing proactive strategies tailored to your financial situation, identifying opportunities within current tax regulations to optimize your tax position. This involves understanding your goals and developing a plan to manage your tax obligations effectively.
For an initial consultation, it is helpful to bring general financial information, copies of previous tax returns, and any specific questions or concerns you have regarding your tax situation. This allows for a more focused and productive discussion.
Yes, Legacy Financial Advisors, Inc. welcomes inquiries from prospective clients seeking professional tax advisory and planning services. We encourage you to reach out to discuss your specific needs and how we can assist you.
Turnaround times can vary based on the complexity and scope of the tax advisory request. However, the firm is committed to providing timely and thorough guidance, and specific timelines can be discussed during your consultation.