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Susan Maxfield, EA

Tax preparation

5.0(3 Google reviews)
15 Monument Square suite 115, Leominster, MA 01453
IRS-Verified Enrolled Agent

Susan R Maxfield, E.A.

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Leominster

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Susan Maxfield

Susan Maxfield, EA operates from 15 Monument Square suite 115, Leominster, MA 01453 in Leominster, 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. Public Google reviews show a 5-star rating across 3 ratings.

For taxpayers in Leominster, 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 Susan Maxfield

Susan R Maxfield, E.A. is a tax firm situated in Leominster, Massachusetts, offering specialized services in tax preparation. As an Enrolled Agent, Susan R Maxfield holds a federal license to represent taxpayers before the Internal Revenue Service (IRS), signifying a deep understanding of tax law and procedures. The firm's core service revolves around comprehensive tax preparation, catering to the needs of individuals and potentially small businesses. This focus ensures that clients receive dedicated assistance with their annual tax filing obligations, helping them navigate the intricacies of federal and state tax regulations. The practice is designed to support clients in accurately preparing and submitting their tax returns, aiming for compliance and efficiency. By concentrating on tax preparation, Susan R Maxfield, E.A. provides focused expertise to residents and businesses in Leominster and the surrounding Massachusetts communities. The firm is committed to assisting clients through the tax filing process, from gathering necessary documentation to the final submission, ensuring a thorough and professional approach to their tax needs.

Services Susan Maxfield offers

The firm specializes exclusively in Tax Preparation. This core service involves the meticulous compilation and accurate filing of federal and state income tax returns for individuals. It encompasses gathering all necessary financial documents, calculating income, deductions, and credits, and ensuring compliance with the latest tax laws and regulations. For individuals, tax preparation includes handling various income sources such as wages, investments, and retirement distributions, as well as identifying eligible deductions like mortgage interest, student loan interest, and charitable contributions. The process also involves preparing schedules for capital gains/losses, rental income, or self-employment income, if applicable. The firm assists clients in understanding their tax obligations and potential refunds or liabilities. This service is designed to alleviate the burden of tax season, providing clients with peace of mind that their returns are prepared professionally and submitted correctly. The goal is to ensure all relevant information is properly reported to the tax authorities, minimizing errors and potential issues. Clients can expect a thorough review of their financial situation to optimize their tax position within legal parameters. The firm is dedicated to guiding clients through the entire process, from initial data collection to the final electronic submission of their tax returns.

Areas served

Leominster, MAFitchburg, MALunenburg, MASterling, MALancaster, MAGardner, MA

Frequently Asked Questions

Does Susan R Maxfield, E.A. accept new clients for tax preparation?

Yes, the firm welcomes new clients seeking professional tax preparation services. We recommend contacting our office to discuss your specific needs and schedule an initial consultation.

What documents should I bring for my tax preparation appointment?

Please bring all relevant income statements (W-2s, 1099s), deduction records, and last year's tax return. A comprehensive checklist can be provided upon scheduling your appointment.

How does the firm handle tax return filing?

We primarily utilize electronic filing (e-filing) for federal and state tax returns. This method ensures secure, accurate, and timely submission of your documents to the respective tax authorities.

What is the typical turnaround time for tax preparation?

Turnaround times can vary based on the complexity of your return and the time of year. We strive for efficient processing and will provide an estimated completion date during your initial meeting.

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

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