Financial planner
Modera Wealth Management
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.
Victoria Tejeda, EA operates from 200 Lowder Brook Dr, Westwood, MA 02090 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.
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.
Modera Wealth Management, located in Boston, Massachusetts, offers specialized tax advisory and planning services. As an Enrolled Agent (EA), the firm is federally authorized to represent taxpayers before the Internal Revenue Service (IRS). This credential signifies a deep understanding of tax law and a commitment to assisting individuals and businesses with their federal tax obligations. The firm's focus on tax advisory and planning means they work with clients to navigate complex tax landscapes, providing strategic guidance to help manage tax implications effectively. They serve a diverse clientele seeking proactive tax solutions within the Boston area, ensuring compliance and informed decision-making.
Modera Wealth Management specializes in Tax Advisory & Planning, providing comprehensive guidance to help clients understand and manage their tax situations. Tax Advisory involves offering informed insights into current tax laws and their potential impact on financial decisions. This includes explaining complex regulations and helping clients make choices that align with their overall financial objectives, ensuring they are well-informed about their tax responsibilities and opportunities. Tax Planning focuses on developing proactive strategies designed to optimize future tax outcomes. This service assists clients in structuring their income, investments, and financial activities in a tax-efficient manner, aiming to minimize liabilities while remaining compliant with all federal and state tax requirements. The firm works to anticipate future tax implications and develop tailored plans that support clients' long-term financial health. Through careful analysis and strategic foresight, Modera Wealth Management helps clients navigate the complexities of the tax system.
Prospective clients are encouraged to contact our Boston office to discuss their specific tax advisory and planning needs. We can then determine how our services align with your requirements and schedule an initial consultation.
For an effective tax planning session, it's helpful to bring relevant financial documents, including income statements, investment summaries, and any prior tax returns. This allows for a comprehensive review of your current financial situation.
Yes, as part of our commitment to efficiency and security, we facilitate electronic filing for eligible tax documents. This streamlines the submission process and helps ensure timely compliance with tax authorities.
The turnaround time for tax advisory services can vary based on the complexity of your situation and the time of year. We strive to provide timely and thorough guidance, and we will communicate expected timelines during your consultation.