MarketplaceMassachusettsPlymouth

J

James Moniz

Financial planner · Northeast Wealth Management

5.0· 12 reviews on Google
All CPAs in Plymouth, MAAll CPAs in MassachusettsData last verified: Mar 30, 2026

34 Main St Ext Suite 303, Plymouth, MA 02360

Holds a preparer tax identification numberState licence not verified by TaxScout
Specializes in
Tax Advisory & Planning
Languages
English
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About this practice

James Moniz operates from 34 Main St Ext Suite 303, Plymouth, MA 02360 in Plymouth, Massachusetts. TaxScout has not independently verified a Massachusetts Board of Public Accountancy licence for this practice. 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 12 ratings.

For taxpayers in Plymouth, 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.

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