Tax preparation service
Pena Tax & Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Boston hasn't published exact rates. Get a personalized quote for accurate numbers.
Julissa Pena, CPA operates from Boston, 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 tax preparation service. Public Google reviews show a 5-star rating across 5 ratings.
For taxpayers in Boston, 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.
Pena Tax & Services is a tax professional firm located in Boston, Massachusetts, dedicated to assisting individuals and businesses with their tax needs. As a local tax professional, Pena Tax & Services focuses on providing thorough and accurate tax assistance to clients within the Boston area and surrounding communities. The firm understands the complexities of tax regulations and aims to offer clear guidance and support. Clients seeking reliable tax services can turn to Pena Tax & Services for dedicated attention to their financial responsibilities. The practice is committed to serving its Massachusetts clientele by focusing on core tax competencies and maintaining a professional approach to every engagement. Pena Tax & Services operates with the goal of helping clients navigate their tax obligations effectively.
Pena Tax & Services specializes in comprehensive Tax Preparation services for both individuals and businesses. This core offering includes the meticulous preparation and filing of various federal and state income tax returns. For individual clients, this involves handling forms such as W-2s, 1099s, and other relevant income and deduction documentation to ensure accurate reporting and compliance with current tax laws. The firm assists with identifying applicable credits and deductions to optimize tax outcomes while adhering strictly to regulatory requirements. For businesses, Tax Preparation services extend to various entity types, including sole proprietorships, partnerships, and corporations. This encompasses the preparation of business income tax returns, ensuring all financial data is correctly categorized and reported. Pena Tax & Services focuses on maintaining compliance with both federal and Massachusetts state tax codes, providing clients with peace of mind regarding their tax filings. The firm's approach to Tax Preparation emphasizes accuracy, attention to detail, and a clear understanding of each client's specific financial situation to facilitate proper tax reporting.
Pena Tax & Services prepares a range of federal and state income tax returns for individuals and various business entities. This includes personal income tax filings as well as returns for different business structures.
To prepare for your tax appointment, gather all relevant income documents like W-2s and 1099s, along with any records of deductions or credits. Organizing these documents beforehand helps ensure a smooth and efficient process.
Yes, as a tax professional located in Boston, Massachusetts, Pena Tax & Services provides assistance with Massachusetts state income tax filings. The firm ensures compliance with state-specific tax regulations.