Financial planner
Pimentel Financial Services LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Lawrence hasn't published exact rates. Get a personalized quote for accurate numbers.
Felicia Mejia Pimentel, CPA operates from 599 Canal St Suite 6, Lawrence, MA 01840 in Lawrence, 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.
For taxpayers in Lawrence, 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.
Pimentel Financial Services LLC operates as a dedicated tax professional firm situated in Lawrence, Massachusetts. The practice is committed to serving individuals and businesses by addressing their specific tax-related requirements. As a tax professional, the firm provides essential guidance and support to clients navigating the intricacies of current tax laws and regulations. A primary focus of Pimentel Financial Services LLC is Tax Advisory & Planning. This specialization means the firm works with clients to proactively manage their tax situations, offering insights into potential tax implications of financial decisions and helping to develop strategies for long-term tax efficiency. Clients in Lawrence and nearby communities can rely on the firm for informed advice aimed at optimizing their tax position and fostering sound financial practices. The firm's objective is to simplify complex tax matters and empower clients with knowledge for effective financial stewardship.
Pimentel Financial Services LLC specializes in Tax Advisory & Planning. This comprehensive service is designed to help clients understand and strategically manage their tax obligations throughout the year, not just during tax season. Tax Advisory involves providing expert insights into current tax laws, identifying potential deductions and credits, and offering guidance on how various financial decisions can impact a client's tax liability. For individuals, this might include advice on investment income, retirement planning, or significant life events like buying a home. For businesses, it could encompass guidance on operational expenses, asset purchases, or entity structure. Tax Planning focuses on developing proactive strategies to minimize future tax burdens legally and effectively. This involves forecasting income and expenses, assessing the tax implications of proposed transactions, and structuring financial activities to achieve tax efficiency. The firm assists clients in creating personalized tax strategies that align with their financial goals, helping them make informed decisions that can lead to long-term savings. Through ongoing advisory and meticulous planning, Pimentel Financial Services LLC aims to empower clients to navigate the complexities of the tax system with confidence and clarity, ensuring they are well-prepared for both current and future tax requirements.
Yes, Pimentel Financial Services LLC welcomes new clients seeking tax professional services. We encourage prospective clients to reach out to discuss their specific needs and how we can assist them.
For an initial consultation, it's helpful to bring any relevant financial documents, such as previous tax returns, income statements, and details on significant financial transactions. This allows for a more focused discussion on your tax situation.
Our pricing structure is typically discussed during an initial consultation, tailored to the scope and complexity of the tax advisory and planning services required. We aim for transparency and clarity regarding fees.
As a tax professional firm, we are equipped to handle the electronic filing of tax documents for our clients. This ensures efficient and secure submission of your tax returns.