Financial consultant
Multi Professional Consultants 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.
Patrick Senfuma, CPA operates from 703 Main St, 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 financial consultant. Public Google reviews show a 3-star rating across 4 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.
Multi Professional Consultants LLC operates as a dedicated tax professional firm situated in Waltham, Massachusetts. The firm is committed to serving the tax needs of individuals and businesses within Waltham and its neighboring communities. With a core specialization in Tax Advisory & Planning, Multi Professional Consultants LLC provides focused expertise designed to guide clients through the intricacies of tax regulations. This involves assisting with strategic financial decisions, ensuring adherence to current tax laws, and identifying opportunities for tax efficiency. The firm's role is to act as a knowledgeable resource, helping clients understand their tax landscape and develop proactive strategies. By concentrating on advisory and planning, Multi Professional Consultants LLC aims to support clients in making informed choices that contribute to their overall financial health and compliance.
Multi Professional Consultants LLC specializes exclusively in Tax Advisory & Planning, offering comprehensive guidance to both individuals and businesses. Tax Advisory involves providing expert insights and recommendations on various tax-related matters, helping clients understand the implications of financial decisions. This includes interpreting complex tax codes, assessing potential tax liabilities, and offering clarity on compliance requirements. The advisory component ensures clients receive timely and relevant information to navigate their tax landscape effectively. Tax Planning, on the other hand, focuses on developing proactive strategies to manage and reduce future tax obligations within legal frameworks. This service helps clients structure their financial activities, investments, and business operations in a tax-efficient manner. It involves forecasting potential tax scenarios, identifying deductions and credits, and implementing strategies to optimize tax outcomes for the upcoming year and beyond. For individuals, this might include planning for retirement, education, or significant life events with tax considerations. For businesses, it could involve entity structure analysis, expense management, and strategic timing of income and deductions. Both aspects work in tandem to provide a holistic approach to managing client tax responsibilities and opportunities.
Yes, we welcome new clients seeking tax professional services. We encourage prospective clients to contact us to discuss their specific tax advisory and planning needs.
To ensure a productive discussion, please gather any relevant financial documents, prior tax returns, and details concerning your income, expenses, and financial goals. This helps us understand your situation comprehensively.
Our pricing is typically based on the complexity and scope of the tax advisory and planning services required. We aim for transparency and can discuss our fee structure during an initial consultation.
Absolutely. Our specialization in Tax Advisory & Planning is designed for ongoing support throughout the year. Proactive planning outside of tax season is key to optimizing your tax position.