Financial planner
Premium Financial Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Somerville hasn't published exact rates. Get a personalized quote for accurate numbers.
Jackson Cherilus, CPA operates from 114 Broadway, Somerville, MA 02145 in Somerville, 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 2 ratings.
For taxpayers in Somerville, 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.
Premium Financial Services is a dedicated tax professional firm located in Somerville, Massachusetts, serving individuals and businesses in the local community and surrounding areas. The firm's practice is built around providing expert guidance in tax matters, focusing specifically on Tax Advisory & Planning. This specialization means clients can expect comprehensive support in understanding and managing their tax obligations. Premium Financial Services assists with strategic planning to help clients navigate the complexities of tax regulations, aiming to optimize their financial positions. By concentrating on proactive advice and informed strategies, the firm helps clients make sound decisions regarding their tax situations. This commitment ensures that clients receive tailored, practical solutions designed to address their specific tax needs and objectives, fostering compliance and financial well-being.
Premium Financial Services specializes in providing comprehensive Tax Advisory & Planning services, which form the core of its offerings. This specialization is designed to help both individuals and businesses proactively manage their tax obligations and optimize their financial positions throughout the year, extending beyond mere annual tax preparation. For individual clients, Tax Advisory & Planning involves a thorough review of their personal financial situations. This includes identifying potential tax-saving opportunities, offering guidance on the tax implications of various investments, and advising on retirement planning strategies. The firm helps individuals understand and utilize applicable deductions, credits, and exemptions to ensure compliance while minimizing their tax burden. For business clients, this service focuses on developing strategic tax plans that support their operational goals and foster growth. This encompasses advice on selecting optimal business structures, managing expenses effectively, and navigating complex corporate tax regulations. Premium Financial Services assists businesses in anticipating future tax impacts, making informed financial decisions, and implementing strategies that align with their long-term objectives. Across all client types, Tax Advisory & Planning includes staying abreast of evolving tax legislation and providing timely insights to help clients adapt their financial plans accordingly. The goal is to empower clients with the knowledge and strategies needed to confidently manage their tax future, ensuring both compliance and financial efficiency.
Yes, we welcome inquiries from prospective individual and business clients. We encourage you to contact us to discuss your specific tax advisory and planning needs and determine how we can assist you.
For your first consultation, it's helpful to bring any recent tax returns, relevant financial statements, and a summary of your current financial goals or concerns. This allows us to understand your situation better.
Our pricing for tax advisory and planning services is typically based on the scope and complexity of the work involved. We provide a clear understanding of our fee structure during an initial discussion.
Our Tax Advisory & Planning services are designed for year-round engagement. We believe proactive planning throughout the year is key to effective tax management, not just seasonal preparation.
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