Financial planner
Northeast Wealth Management
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Plymouth hasn't published exact rates. Get a personalized quote for accurate numbers.
James Moniz, CPA operates from 34 Main St Ext Suite 303, Plymouth, MA 02360 in Plymouth, 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 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.
Northeast Wealth Management operates as a dedicated tax professional firm situated in Plymouth, Massachusetts. Our primary focus is to provide comprehensive tax services and guidance to individuals and businesses within the local community and beyond. As experienced tax professionals, we assist clients in understanding and managing their tax obligations effectively. We are committed to offering clear, actionable advice that addresses specific financial situations and goals. Our practice emphasizes a thorough understanding of current tax laws and regulations, ensuring that clients receive informed support. We aim to be a trusted resource for tax-related matters, helping clients navigate the complexities of tax planning and compliance. Northeast Wealth Management is here to support your financial well-being through diligent and professional tax services in Plymouth, MA, helping you make informed decisions regarding your financial future.
Northeast Wealth Management specializes in advisory services, offering guidance to clients on various financial and tax-related matters. Our advisory approach involves working closely with individuals and businesses to understand their unique circumstances and objectives. We provide insights and recommendations designed to help clients make informed decisions regarding their tax planning and financial strategies. This includes offering advice on tax implications for different financial choices, helping clients anticipate future tax liabilities, and identifying opportunities for tax efficiency within the framework of current regulations. Our advisory services extend to assisting with understanding complex tax codes and how they apply to personal or business situations. We aim to empower clients with the knowledge needed to navigate their financial landscape more effectively. By focusing on advisory, Northeast Wealth Management helps clients develop strategies to manage their tax burdens and work towards their financial goals. We provide a structured approach to understanding financial scenarios, offering professional perspectives on how tax considerations can impact overall financial health. Our role is to serve as a knowledgeable resource, providing practical advice to support sound financial decision-making.
Northeast Wealth Management serves both individuals and businesses. As tax professionals, we provide guidance and services tailored to the specific tax needs of each client type.
Our advisory services involve providing professional guidance and recommendations on tax-related financial matters. We help clients understand tax implications and make informed decisions regarding their financial strategies.
As tax professionals, we assist with tax planning by offering insights into current tax laws and regulations. We help clients identify strategies to manage their tax obligations and work towards their financial goals.
Northeast Wealth Management is located in Plymouth, Massachusetts. We serve clients from Plymouth and the surrounding communities.