Sara Helm Wallace

Sara Helm Wallace operates from 308 Main St 3rd Floor, Greenfield, MA 01301 in Greenfield, Massachusetts. TaxScout has not independently verified a Massachusetts Board of Public Accountancy licence for this practice. 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 5 ratings.

For taxpayers in Greenfield, 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.