Tax attorney
Loretta M. McClary Esquire LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Waltham hasn't published exact rates. Get a personalized quote for accurate numbers.
Loretta Mcclary, CPA / Attorney operates from 48 Weston St # 4, Waltham, MA 02453 in Waltham, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As a CPA / Attorney licensed in Massachusetts, the practice is authorized to provide attestation, tax representation, and advisory services within the state's regulatory framework.
Reported areas of practice include Tax Preparation. On Google Business Profile, the firm is categorized as a tax attorney. Public Google reviews show a 5-star rating across 1 ratings.
For taxpayers in Waltham, 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.
Loretta M. McClary Esquire LLC is a professional firm situated in Waltham, Massachusetts, offering specialized financial services. The firm is distinguished by its principal, Loretta M. McClary, who holds credentials as both a Certified Public Accountant (CPA) and a licensed attorney. This unique combination of expertise allows the firm to approach client needs with a comprehensive understanding of both accounting principles and legal implications, particularly within the realm of taxation. The core focus of Loretta M. McClary Esquire LLC is tax preparation. This specialization caters to individuals, families, and potentially small businesses seeking diligent and accurate handling of their tax obligations. By leveraging both accounting acumen and legal insight, the firm aims to assist clients in understanding and complying with federal and state tax laws, ensuring proper submission of required documentation. The firm serves clients in Waltham and the surrounding Massachusetts communities, providing dedicated support in its area of specialization.
Loretta M. McClary Esquire LLC specializes exclusively in Tax Preparation, providing comprehensive services designed to meet the diverse needs of its clients. This core offering involves the diligent compilation, review, and submission of various tax returns at both federal and state levels. For individual clients, tax preparation includes the meticulous handling of personal income tax returns, ensuring that all sources of income, applicable deductions, and available credits are accurately identified and reported in accordance with current tax legislation. The firm focuses on clarity and precision to help individuals fulfill their annual tax obligations effectively. Beyond individual filings, the firm also provides tax preparation services for various business structures. This can involve preparing returns for sole proprietorships, partnerships, or corporations, addressing the unique complexities associated with business income, expenses, asset depreciation, and payroll taxes. The firm's dual credential as a CPA and licensed attorney offers a distinct advantage in navigating intricate tax codes, providing clients with a thorough understanding of both the financial and legal aspects of their tax situation. This integrated approach aims to ensure compliance, minimize potential issues, and provide accurate documentation for all prepared returns, offering clients confidence in their tax filings.
Yes, Loretta M. McClary Esquire LLC welcomes inquiries from prospective new clients seeking tax preparation services. We encourage you to contact our office to discuss your specific tax needs and determine how we can assist you.
To facilitate accurate tax preparation, please gather all relevant income statements (W-2s, 1099s), deduction records, and any other pertinent financial documents. A detailed checklist can be provided upon scheduling your appointment.
We prioritize efficient and accurate tax filing, typically utilizing electronic submission methods where applicable. Communication regarding your tax documents and status will be handled professionally and promptly.
Turnaround time can vary based on the complexity of your tax situation and the time of year. We strive to complete all preparations efficiently and will provide an estimated timeline when you engage our services.