Financial planner
Loring Wolcott & Coolidge
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Boston hasn't published exact rates. Get a personalized quote for accurate numbers.
Mary Pearce, EA operates from 230 Congress St #12, Boston, MA 02110 in Boston, 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 Advisory & Planning. On Google Business Profile, the firm is categorized as a financial planner. Public Google reviews show a 5-star rating across 2 ratings.
For taxpayers in Boston, 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.
Loring Wolcott & Coolidge is a tax firm situated in Boston, Massachusetts, dedicated to assisting individuals and businesses with their tax needs. The firm operates with the credential of an Enrolled Agent (EA), which signifies a professional authorized to represent taxpayers before the Internal Revenue Service (IRS). This authorization extends to all tax matters, including audits, collections, and appeals, demonstrating a comprehensive scope of practice. As an EA, Loring Wolcott & Coolidge is committed to upholding a strict code of ethics and professional conduct, ensuring that clients receive knowledgeable and reliable tax assistance. The firm's approach involves understanding each client's unique financial circumstances to provide tailored guidance. They work to navigate complex tax regulations and offer support for a range of tax-related requirements, focusing on compliance and effective tax management for clients in Boston and the surrounding Massachusetts communities.
Advisory services at Loring Wolcott & Coolidge are designed to provide clients with informed guidance on various tax-related matters. This specialization involves more than just preparing tax returns; it encompasses proactive planning and strategic insights to help clients make sound financial decisions from a tax perspective. The firm assists individuals and businesses in understanding the implications of their financial choices on their tax situation. For individuals, advisory services might include guidance on investment tax implications, retirement planning considerations, or estate tax planning. The goal is to help clients anticipate future tax liabilities and identify opportunities for effective tax management within the bounds of current tax law. For businesses, advisory services can involve guidance on entity selection, understanding the tax consequences of business transactions, or navigating compliance requirements. Loring Wolcott & Coolidge works to clarify complex tax codes and regulations, offering explanations that empower clients to make informed choices. The firm provides support in areas such as tax planning for business growth, understanding deductions, and managing payroll tax obligations. Their advisory role is to serve as a resource for clients seeking to optimize their tax position and ensure adherence to federal and state tax laws. This proactive approach aims to help clients achieve their financial objectives while maintaining tax efficiency.
As an Enrolled Agent firm, Loring Wolcott & Coolidge is authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. This credential allows us to handle all tax matters, including audits, collections, and appeals, for individuals and businesses.
Loring Wolcott & Coolidge provides tax services to both individuals and businesses. Our focus is on offering tailored guidance to meet the specific tax needs of each client.
Yes, our advisory services are specifically designed for proactive tax planning. We provide guidance on various financial decisions to help clients manage their tax situation effectively throughout the year.
Loring Wolcott & Coolidge is located in Boston, Massachusetts. We serve clients within Boston and the surrounding communities in Massachusetts.