Tax preparation service
Tax Advocacy LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Taunton hasn't published exact rates. Get a personalized quote for accurate numbers.
David Malo, EA operates from 29 Prospect St, Taunton, MA 02780 in Taunton, 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 5-star rating across 3 ratings.
For taxpayers in Taunton, 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.
Tax Advocacy LLC is a professional firm located in Taunton, Massachusetts, dedicated to providing specialized tax preparation services. As an Enrolled Agent (EA) firm, Tax Advocacy LLC is federally authorized to represent taxpayers before the IRS, a credential that signifies a comprehensive understanding of tax law and a commitment to accurate and compliant tax filings. The firm serves a diverse range of clients, including individuals, families, and small businesses in Taunton and the surrounding communities. The primary focus is on meticulously preparing and accurately submitting all required tax documentation, ensuring adherence to current federal and state tax regulations. Clients can rely on Tax Advocacy LLC to navigate the complexities of their annual tax obligations, helping them meet compliance responsibilities with precision. The firm's expertise is centered on making the tax preparation process clear and efficient for every client.
Tax Advocacy LLC focuses entirely on providing comprehensive Tax Preparation services for a diverse clientele, including individuals and businesses. This specialization involves a detailed process designed to ensure accurate and compliant filing of all required tax returns. For individual clients, the firm meticulously gathers and organizes personal financial information, such as W-2s, 1099s, investment statements, and documentation for potential deductions and credits like mortgage interest, student loan interest, or charitable contributions. The goal is to accurately calculate taxable income and determine any applicable refunds or liabilities, preparing the appropriate federal and state forms, including Form 1040 and its associated schedules. For business clients, Tax Advocacy LLC handles the preparation of various entity-specific tax returns. This includes preparing forms for sole proprietorships, partnerships, S-corporations, and C-corporations, such as Form 1120, 1120-S, or 1065, along with their respective schedules. The service encompasses analyzing business income, expenses, assets, and liabilities to ensure proper reporting and adherence to business tax regulations. The firm stays diligently informed about the latest changes in federal and Massachusetts tax laws to apply current regulations effectively. This ensures that all tax returns are prepared with precision, aiming to mitigate potential issues and facilitate a streamlined filing experience for every client, from initial data collection to final submission.
To ensure a smooth process, please bring all relevant income statements like W-2s and 1099s, along with documentation for deductions and credits such as mortgage interest statements, property taxes, and charitable contributions. For businesses, bring your profit and loss statements, balance sheets, and other expense records.
Yes, Tax Advocacy LLC welcomes new clients seeking professional tax preparation services. We encourage prospective clients to contact our office to discuss their specific needs and schedule an initial consultation.
The timeframe for tax preparation can vary depending on the complexity of your financial situation and the completeness of your documentation. We strive for efficiency and will provide an estimated timeline once we review your information.
Yes, we utilize electronic filing (e-file) for both federal and state tax returns whenever possible. This method offers a secure and efficient way to submit your returns and often results in faster processing of refunds.
Our fees for tax preparation are based on the complexity of your tax situation and the forms required. We can provide a clear estimate after an initial review of your documents and a discussion of your specific needs.