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Andrea Peterson, EA

Tax preparation service

4.0(4 Google reviews)
348 Marion Rd, Middleborough, MA 02346
IRS-Verified Enrolled Agent

Right On The Money

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Middleboro

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

AICPA national averages — Middleboro hasn't published exact rates. Get a personalized quote for accurate numbers.

About Andrea Peterson

Andrea Peterson, EA operates from 348 Marion Rd, Middleborough, MA 02346 in Middleboro, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As an Enrolled Agent, the practice is licensed by the U.S. Department of the Treasury to represent taxpayers before any IRS office — including audits, collections, and appeals — a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.

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 4-star rating across 4 ratings.

For taxpayers in Middleboro, 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.

More about Andrea Peterson

Right On The Money is a tax firm situated in Middleboro, Massachusetts, dedicated to providing focused tax preparation services. The firm is led by an Enrolled Agent (EA), a credential that signifies federal authorization to represent taxpayers before the Internal Revenue Service. This designation requires a comprehensive understanding of tax law and adherence to strict ethical standards, ensuring clients receive informed and reliable assistance. Right On The Money serves individuals and businesses in Middleboro and the surrounding Massachusetts communities, helping them navigate the annual tax filing process. The practice is committed to accuracy and compliance, aiming to simplify the often-complex world of taxation for its clients. By specializing in tax preparation, the firm offers a concentrated approach to managing tax obligations, providing a valuable resource for those seeking professional support in preparing and submitting their tax returns. This specialization allows the firm to address the unique needs of various taxpayers, from straightforward individual returns to more intricate business filings, ensuring all necessary forms and schedules are correctly completed.

Services Andrea Peterson offers

Right On The Money specializes exclusively in comprehensive Tax Preparation services, catering to the diverse needs of both individual taxpayers and businesses. This core offering encompasses the meticulous assembly, calculation, and submission of various federal and state tax returns. For individual clients, this involves carefully preparing personal income tax returns, identifying all eligible deductions, credits, and exemptions to accurately determine tax liabilities or refunds. The process includes organizing W-2s, 1099s, investment statements, and other relevant financial documents, ensuring every detail is correctly accounted for according to current tax laws. For business clients, our tax preparation services extend to handling a range of entity types, including corporations, partnerships, and sole proprietorships. This involves systematically reviewing financial statements, categorizing income and expenses, and completing the specific forms and schedules mandated for each business structure. The objective is to ensure that all business tax filings are accurate, fully compliant with federal and state regulations, and submitted efficiently by their respective deadlines. Right On The Money provides guidance on what documentation is needed and supports clients through each step of the filing process. Our dedicated focus on tax preparation means clients receive specialized attention to their unique filing requirements, whether they involve straightforward personal declarations or more intricate business tax obligations. We commit to staying informed about evolving tax legislation to deliver current and precise preparation services, aiming to alleviate the burden of tax season for our clients.

Areas served

Middleboro, MALakeville, MACarver, MARochester, MABridgewater, MAPlymouth, MATaunton, MA

Frequently Asked Questions

Does Right On The Money accept new clients for tax preparation?

Yes, Right On The Money welcomes new clients seeking professional tax preparation services. We encourage prospective clients to contact us to discuss their specific tax needs and how we can assist them.

What information should I bring for my tax preparation appointment?

To ensure a thorough and accurate tax return, please bring all relevant income statements (W-2s, 1099s), deduction records (mortgage interest, charitable contributions), and any other tax-related documents. A checklist can be provided upon scheduling.

How does the firm handle tax return filing?

Once your tax return is prepared and reviewed, Right On The Money facilitates electronic filing (e-filing) for both federal and state returns. This method is secure, efficient, and typically results in faster processing of refunds.

What is the typical turnaround time for tax preparation?

Turnaround time can vary depending on the complexity of your tax situation and the time of year. We strive to complete returns efficiently and will provide an estimated timeframe when you engage our services.

How does Right On The Money determine fees for tax preparation?

Our fees for tax preparation are based on the complexity of your return and the forms required. We aim for transparency and can provide an estimate after an initial discussion of your tax situation.

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Data sourced from Massachusetts Board of Public Accountancy. Profile not verified by TaxScout.

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