Financial consultant
Owen Financial Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Bellingham hasn't published exact rates. Get a personalized quote for accurate numbers.
Jeanne Owen, CPA operates from 6 Mendon St, Bellingham, MA 02019 in Bellingham, 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 Preparation. On Google Business Profile, the firm is categorized as a financial consultant. Public Google reviews show a 5-star rating across 2 ratings.
For taxpayers in Bellingham, 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.
Owen Financial Services operates as a dedicated tax professional firm situated in Bellingham, Massachusetts. The practice is committed to assisting individuals and businesses within Bellingham and the surrounding communities with their tax preparation needs. As a tax professional, Owen Financial Services focuses on the intricacies of tax filing, helping clients understand and meet their annual tax obligations. The firm provides support in compiling necessary documentation, accurately calculating tax liabilities, and submitting returns in compliance with current regulations. Owen Financial Services aims to offer clear, practical assistance to ensure clients' tax matters are handled thoroughly and efficiently. This local firm serves as a resource for those seeking focused expertise in tax preparation in the Bellingham, MA area, providing a direct approach to managing tax responsibilities. The goal is to simplify the tax process for clients, allowing them to confidently fulfill their tax duties.
Owen Financial Services specializes exclusively in tax preparation, offering comprehensive support for both individual and business clients. This core service involves the meticulous process of preparing and filing income tax returns, ensuring compliance with federal and state tax regulations. For individual clients, the firm assists in gathering and organizing essential documents such as W-2s, 1099s, investment statements, and records of deductions like mortgage interest or charitable contributions. The goal is to accurately calculate taxable income and identify all eligible credits and deductions to ensure a precise and compliant return. Owen Financial Services handles various personal tax situations, from straightforward filings to more complex scenarios involving investments or self-employment income. For business entities, including sole proprietorships, partnerships, and corporations, tax preparation services encompass the compilation of financial data, including profit and loss statements, balance sheets, and other relevant financial records. The firm prepares the appropriate business tax forms, ensuring that all income, expenses, and deductions are correctly reported according to business tax codes. Owen Financial Services focuses on ensuring that all necessary forms are completed accurately and submitted punctually, adhering to the latest tax laws and deadlines. By concentrating solely on tax preparation, the firm provides dedicated and informed support, simplifying the annual tax filing process for clients and helping them meet their compliance requirements with confidence. This focused approach aims to provide clarity and precision in all tax matters.
Generally, you should bring all income statements (W-2s, 1099s), records of deductions (mortgage interest, charitable contributions), and any other relevant tax documents you received. A prior year's tax return can also be helpful.
The duration can vary depending on the complexity of your tax situation and the completeness of your documentation. We strive to process returns efficiently once all necessary information is provided.
Yes, Owen Financial Services provides tax preparation services for both federal income tax returns and Massachusetts state income tax returns. We ensure both are filed correctly.
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