Financial planner
South Coast Planning & Wealth Management LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Swansea hasn't published exact rates. Get a personalized quote for accurate numbers.
Daniel Pinheiro, CPA operates from 222 Milliken Blvd 3rd Floor, Fall River, MA 02721 in Swansea, 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 32 ratings.
For taxpayers in Swansea, 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.
South Coast Planning & Wealth Management LLC is a tax professional firm located in Swansea, Massachusetts. The firm focuses on providing specialized services in Tax Advisory & Planning. As a tax professional, the firm assists clients in navigating the complexities of tax regulations and optimizing their financial strategies related to taxation. This involves a proactive approach to managing tax obligations and identifying opportunities for tax efficiency. South Coast Planning & Wealth Management LLC serves individuals and businesses seeking dedicated guidance to understand and plan for their tax responsibilities within the Massachusetts area. The firm's commitment is to offer focused expertise in its listed specialization to support clients' financial well-being.
South Coast Planning & Wealth Management LLC specializes in Tax Advisory & Planning, offering comprehensive support to clients in managing their tax obligations effectively. Tax Advisory involves providing expert guidance on various tax matters, helping clients understand current tax laws and their implications for personal or business finances. This service ensures clients receive informed recommendations tailored to their specific financial situations. Tax Planning focuses on developing strategies to minimize future tax liabilities legally and efficiently. It includes foresight into upcoming financial activities, investment decisions, and business operations to structure them in a tax-advantageous manner. Through these services, the firm assists clients in making informed decisions that align with their financial goals while adhering to tax compliance. The aim is to help clients proactively manage their tax landscape rather than react to it.
We welcome inquiries from prospective clients. Please contact our office to discuss your specific tax advisory and planning needs and to determine how we can assist you.
For an initial consultation, it is helpful to bring any relevant financial documents, such as previous tax returns, income statements, and details on investments or significant financial transactions. This helps us understand your current situation.
We utilize secure methods for communication and document exchange to protect your privacy and ensure efficiency. Details on our preferred methods can be provided during your initial contact.
The turnaround time for tax planning services can vary depending on the complexity of your financial situation and the specific planning required. We strive to provide timely and thorough service, and we will discuss expected timelines with you during our engagement.
Our pricing for tax advisory and planning services is based on the scope and complexity of the work involved. We aim for transparency and will discuss our fee structure with you upfront after assessing your specific needs.