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Phillip Lwasa, CPA

Consultant

303 Wyman St #300, Waltham, MA 02451
Licensed Tax Preparer

LP Consultants Inc

Specializes in

Tax Advisory & Planning

Languages

English

Estimated Tax Prep Pricing in Waltham

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.

About Phillip Lwasa

Phillip Lwasa, CPA operates from 303 Wyman St #300, Waltham, MA 02451 in Waltham, 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 consultant.

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.

More about Phillip Lwasa

LP Consultants Inc is a tax professional firm situated in Waltham, Massachusetts, serving clients in the local area and nearby communities. The firm's core focus is on providing specialized services in Tax Advisory & Planning. As a dedicated tax professional, LP Consultants Inc works with individuals, families, and businesses to address their specific tax requirements. The firm's approach involves offering informed guidance and strategic planning to help clients understand and navigate the complexities of tax regulations. By concentrating on Tax Advisory & Planning, LP Consultants Inc assists clients in developing proactive strategies to manage their tax obligations and optimize their financial positions within the framework of current tax laws. This specialization allows the firm to provide targeted support for various tax-related decisions, aiming to offer clarity and direction in an evolving tax landscape.

Services Phillip Lwasa offers

LP Consultants Inc specializes exclusively in Tax Advisory & Planning, offering comprehensive support to both individual and business clients. This service encompasses providing strategic guidance and proactive solutions designed to help clients manage their tax obligations effectively and efficiently. For individuals, Tax Advisory & Planning involves a thorough assessment of personal financial situations to identify opportunities for tax savings, understand the implications of various investments, and plan for significant life events such as retirement, education funding, or property transactions. The firm assists in structuring financial decisions to align with tax efficiency goals, ensuring compliance with current regulations while working to minimize tax liabilities over time. This includes guidance on deductions, credits, and income deferral strategies. For businesses, Tax Advisory & Planning includes developing robust strategies for corporate tax compliance, optimizing business structures for tax purposes, and advising on the tax implications of operational decisions, capital investments, mergers, or expansions. This specialization helps businesses anticipate potential tax challenges and implement forward-thinking strategies to support their financial health, growth, and long-term sustainability. The firm's role is to offer timely insights into current tax laws and potential future changes, enabling clients to make informed decisions that positively impact their overall tax position and financial well-being.

Areas served

Waltham, MANewton, MAWatertown, MALexington, MABelmont, MAWeston, MA

Frequently Asked Questions

Does LP Consultants Inc accept new clients for tax advisory services?

We welcome inquiries from prospective clients seeking tax advisory and planning assistance. Please contact our office to discuss your specific needs and determine how we can best support you.

What information should I prepare for a tax planning consultation?

To make our consultation productive, please gather any relevant financial documents, income statements, investment summaries, and prior tax returns. This information helps us understand your situation comprehensively.

How does LP Consultants Inc approach pricing for tax advisory services?

Our pricing for tax advisory and planning services is typically based on the scope and complexity of the work involved. We aim to provide clear estimates after an initial discussion of your requirements.

Can LP Consultants Inc assist with tax planning for both individuals and businesses?

Yes, our specialization in Tax Advisory & Planning extends to both individual taxpayers and various business entities. We tailor our guidance to suit the unique tax situations of each client.

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Data sourced from Massachusetts Board of Public Accountancy. Profile not verified by TaxScout.

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