Financial planner
Northeast Planning Associates, Inc
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.
Louis Beckerman, CPA operates from 1775 Massachusetts Ave #5, Cambridge, MA 02140 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 planner.
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.
Northeast Planning Associates, Inc operates as a dedicated tax professional firm situated in Waltham, Massachusetts. The core of their practice revolves around providing comprehensive Tax Advisory & Planning services. This specialization means the firm is equipped to assist both individuals and businesses in understanding and managing their tax responsibilities. By focusing on proactive tax planning, Northeast Planning Associates, Inc helps clients strategize for upcoming tax seasons, identify potential savings, and ensure compliance with relevant tax laws. Their expertise as a tax professional allows them to offer guidance on various financial decisions with tax implications, aiming to support clients in achieving their financial objectives while navigating the intricate tax landscape. Located in Waltham, the firm serves the local community and neighboring regions, offering accessible and focused tax expertise.
Northeast Planning Associates, Inc offers specialized services exclusively in Tax Advisory & Planning, providing focused expertise to its clients in Waltham, Massachusetts, and surrounding areas. Tax Advisory & Planning encompasses a range of strategic services designed to help individuals and businesses effectively manage their tax obligations and optimize their financial outcomes. This involves a proactive approach to understanding current tax laws and anticipating future changes, ensuring clients are well-prepared. For individuals, this service can include guidance on income tax planning, investment tax implications, and strategies for minimizing personal tax liabilities while adhering to regulations. For businesses, it extends to advising on corporate tax structures, expense management, and planning for significant transactions to achieve tax efficiency. The firm assists clients in developing tailored tax strategies that align with their specific financial goals, whether that involves long-term wealth accumulation, business expansion, or navigating complex financial events. Through careful analysis of financial situations and a deep understanding of tax codes, Northeast Planning Associates, Inc aims to provide actionable advice that helps clients make informed decisions, reduce their tax burden where possible, and maintain compliance throughout the year. This dedicated focus ensures comprehensive support for all tax-related planning needs.
We welcome inquiries from prospective clients seeking tax advisory and planning assistance. Please contact our office to discuss your specific needs and how we might be able to help.
For an initial tax planning consultation, it is helpful to bring any relevant financial documents, such as previous tax returns, income statements, and details of significant financial transactions or investments. This allows for a more comprehensive discussion.
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 communication regarding fees after an initial assessment of your specific requirements.
As a modern tax professional firm, we utilize electronic filing for tax documents whenever applicable and permissible by tax authorities. This helps ensure efficient and secure submission of your returns.