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Ramon Moreta, CPA

Tax preparation service

4.9(15 Google reviews)
21 Jackson St, Lawrence, MA 01840
Licensed Tax Preparer

Tax Brainy, Inc

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Lawrence

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Ramon Moreta

Ramon Moreta, CPA operates from 21 Jackson St, Lawrence, MA 01840 in Lawrence, 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 Preparation. On Google Business Profile, the firm is categorized as a tax preparation service. Public Google reviews show a 4.9-star rating across 15 ratings.

For taxpayers in Lawrence, 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 Ramon Moreta

Tax Brainy, Inc. is a dedicated tax professional firm situated in Lawrence, Massachusetts, serving the local community and surrounding areas. The firm specializes in providing comprehensive tax preparation services, assisting individuals and various entities with their annual filing requirements. As tax professionals, Tax Brainy, Inc. focuses on accurately preparing and submitting tax returns, ensuring compliance with current tax regulations. This specialization means clients can expect focused expertise in navigating the often-complex landscape of tax documentation and deadlines. The firm's commitment is to streamline the tax filing process, offering practical support to help clients understand their obligations and achieve proper submission. By concentrating solely on tax preparation, Tax Brainy, Inc. aims to deliver precise and reliable service for all tax-related documentation needs, helping to alleviate the burden often associated with tax season. This focused approach allows for a deep understanding of the intricacies involved in preparing diverse types of tax returns.

Services Ramon Moreta offers

Tax Brainy, Inc. is dedicated to providing comprehensive Tax Preparation services, ensuring that individuals and various entities meet their filing obligations accurately and efficiently. Our specialization in Tax Preparation means we meticulously handle all aspects of preparing your federal, state, and any applicable local tax returns. This process begins with the careful organization and review of all financial documentation, including W-2s, 1099s, investment statements, and records of deductible expenses. We focus on accurately inputting all relevant income sources, such as wages, self-employment income, rental income, and capital gains, while also identifying eligible deductions and credits to ensure compliance with current tax laws. Our service covers the preparation of various tax forms, tailored to each client's specific situation, whether it's a standard individual income tax return (Form 1040) or more complex filings involving business income or specific investment activities. We verify all calculations and ensure that every detail is correctly reflected before submission. The aim is to simplify the often-intricate task of tax filing, providing clients with the assurance that their returns are prepared with precision and submitted on time. This dedicated approach to Tax Preparation helps clients navigate the complexities of tax season, ensuring all necessary forms are completed and filed in accordance with regulatory requirements.

Areas served

Lawrence, MAMethuen, MAAndover, MANorth Andover, MAHaverhill, MADracut, MA

Frequently Asked Questions

Do you accept new clients for tax preparation services?

Yes, Tax Brainy, Inc. is currently accepting new clients for tax preparation services. We encourage prospective clients to contact us to discuss their specific tax needs and schedule an initial consultation.

What information should I bring for my tax appointment?

Please bring all relevant tax documents, such as W-2s, 1099s, investment statements, and records of deductions or credits. A detailed checklist can be provided upon scheduling your appointment to ensure you have everything needed.

How long does the tax preparation process typically take?

The turnaround time for tax preparation can vary depending on the complexity of your return and the completeness of your documentation. We strive to complete returns efficiently while ensuring accuracy.

Can Tax Brainy, Inc. file my taxes electronically?

Yes, we utilize electronic filing for most tax returns. This method helps ensure faster processing and confirmation of receipt by the relevant tax authorities.

How do you determine your fees for tax preparation?

Our fees for tax preparation are based on the complexity of your tax situation and the forms required. We provide a clear understanding of our pricing structure during your initial consultation.

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

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