Financial planner
Northward Financial Group
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Needham hasn't published exact rates. Get a personalized quote for accurate numbers.
Susan Arnold, CPA operates from 197 1st Ave #340, Needham, MA 02494 in Needham, 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 1 ratings.
For taxpayers in Needham, 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.
Northward Financial Group is a dedicated tax professional firm situated in Needham, Massachusetts. The practice specializes in providing comprehensive tax advisory and planning services. Serving individuals and businesses, Northward Financial Group assists clients in navigating the often-complex landscape of tax regulations and requirements. The firm's focus is on offering strategic guidance to help clients understand their tax obligations and identify opportunities for effective tax management. By concentrating on proactive tax planning and insightful advisory, Northward Financial Group aims to support clients in making informed financial decisions. Their expertise is geared towards developing tailored tax approaches, ensuring clients receive focused support in managing their tax position in compliance with current tax laws. This specialization allows the firm to serve the Needham area and its neighboring communities with focused tax expertise.
Northward Financial Group offers specialized expertise exclusively in Tax Advisory & Planning, providing comprehensive support to clients. Our Tax Advisory services are designed to offer informed guidance on current tax laws and their specific implications for both individual and business financial situations. This involves interpreting complex tax regulations, addressing client-specific tax questions, and providing insights into the potential tax consequences of various financial decisions or transactions. We aim to help clients fully understand their current tax position, ensure adherence to all applicable tax codes, and make sound financial choices that align with their tax objectives. This advisory role is crucial for navigating the ever-changing tax landscape with confidence. Complementing this, our Tax Planning services represent a proactive and strategic approach to managing future tax liabilities. This service focuses on developing customized strategies tailored to minimize tax burdens legally and efficiently over the long term. It encompasses a thorough evaluation of financial goals, income streams, investment portfolios, and deductible expenses to construct a forward-looking tax strategy. By anticipating future tax implications and opportunities, Northward Financial Group assists clients in structuring their finances effectively to achieve their personal or business objectives while remaining fully compliant with tax regulations. Both Tax Advisory and Tax Planning services work together to provide a robust framework for managing tax responsibilities and securing a more predictable financial future.
Yes, Northward Financial Group is open to assisting new clients. We encourage prospective clients to reach out to discuss their specific tax advisory and planning needs and determine how we can best support them.
For a productive tax planning consultation, it's helpful to bring relevant financial documents such as income statements, investment summaries, and any prior tax returns. This allows us to gain a comprehensive understanding of your financial situation.
Our pricing for tax advisory and planning services is typically based on the complexity and scope of the work involved. We aim to provide transparency and will discuss our fee structure with you upfront during an initial consultation.
As a modern tax professional firm, we utilize electronic filing methods where applicable and permissible by tax authorities. This helps ensure efficient and secure submission of necessary tax-related documents.