Financial planner
Metro Financial Solutions
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Lawrence hasn't published exact rates. Get a personalized quote for accurate numbers.
Jacqueline Mercedes, CPA operates from 10 Pemberton Way, Lawrence, MA 01840 in Lawrence, 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 5-star rating across 1 ratings.
For taxpayers in Lawrence, 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.
Metro Financial Solutions is a tax professional firm located in Lawrence, Massachusetts. The firm focuses on providing specialized tax advisory and planning services to individuals and businesses in the local community and surrounding areas. As a dedicated tax professional, Metro Financial Solutions assists clients in navigating the complexities of tax regulations and making informed financial decisions. The core of their practice involves offering strategic guidance to help clients understand their tax obligations and opportunities. This includes proactive planning to optimize financial outcomes and ensure compliance with current tax laws. Clients seeking assistance with understanding their tax situation, planning for future financial events, or developing effective tax strategies will find support at Metro Financial Solutions. The firm is committed to delivering focused tax expertise to meet the specific needs of its clientele.
Metro Financial Solutions specializes exclusively in Tax Advisory & Planning, offering focused expertise to help clients manage their tax responsibilities effectively. Through Tax Advisory, the firm provides guidance on various tax-related matters, helping individuals and businesses understand the implications of their financial decisions. This involves interpreting current tax laws and regulations to offer clear, actionable advice tailored to specific situations, ensuring clients are well-informed about their tax landscape. Clients can gain insights into how different financial choices, such as investments, property transactions, or business expansions, might affect their tax position, enabling them to make more informed decisions throughout the year. This advisory role helps demystify complex tax codes and provides clarity on compliance requirements. Tax Planning services are designed to help clients proactively develop strategies to minimize their tax liabilities within legal frameworks. This involves looking ahead to anticipate future tax impacts and structuring financial activities to achieve tax efficiency. Whether planning for investments, retirement, business operations, or significant life events, Metro Financial Solutions assists in creating a roadmap that considers tax implications from the outset. The firm helps clients identify opportunities for tax savings and develop long-term strategies that align with their financial goals. The goal is to help clients optimize their financial outcomes by strategically managing their tax obligations, ensuring they are well-prepared for tax season and beyond, and adapting to changes in tax legislation.
Yes, Metro Financial Solutions welcomes new clients seeking assistance with tax advisory and planning. We recommend scheduling an initial consultation to discuss your specific financial situation and tax needs.
For your initial consultation, it's helpful to bring any prior tax returns, relevant financial statements, and a list of questions or specific concerns you have regarding your tax situation. This helps us understand your needs.
Our approach to tax planning is proactive, focusing on understanding your financial goals and current situation. We then work to develop strategies that aim to optimize your tax position while ensuring compliance with tax laws.
Turnaround times can vary depending on the complexity of the advisory service required. We strive to provide timely and thorough guidance, and specific timelines can be discussed during your consultation.