Tax preparation service
TAX-PRO FINANCIAL SERVICES
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Revere hasn't published exact rates. Get a personalized quote for accurate numbers.
Jefferson Lopez, CPA operates from 371 Broadway, Revere, MA 02151 in Revere, 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 4.2-star rating across 30 ratings.
For taxpayers in Revere, 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-PRO FINANCIAL SERVICES is a dedicated tax professional firm situated in Revere, Massachusetts. This firm specializes in providing comprehensive tax preparation services to individuals and businesses within the local community and surrounding regions. Located conveniently in Revere, TAX-PRO FINANCIAL SERVICES is equipped to assist clients with the complexities of annual tax filings. As experienced tax professionals, the firm's primary focus is on ensuring accuracy, compliance, and efficiency in all tax preparation matters. Clients can expect focused attention on their specific tax situations, whether they involve personal income taxes or business tax returns. The firm's commitment is to streamline the tax filing process, helping clients meet their obligations while navigating the relevant tax codes. Engaging with a tax professional for preparation can help ensure that all applicable deductions and credits are considered, leading to a properly filed return. This specialization allows TAX-PRO FINANCIAL SERVICES to be a reliable resource for those seeking professional tax assistance in Massachusetts.
TAX-PRO FINANCIAL SERVICES focuses exclusively on Tax Preparation, offering detailed assistance for various tax filing requirements. This core service involves the meticulous gathering and organization of financial documents, ensuring all necessary information is accounted for before filing. For individual clients, tax preparation includes the accurate completion and submission of federal and state income tax returns, addressing various income sources, deductions, and credits. The firm helps clients understand their tax obligations and potential refunds or liabilities, aiming for a precise and compliant submission. For businesses, tax preparation services encompass the compilation of financial data to prepare and file corporate, partnership, or sole proprietorship tax returns. This includes reviewing business expenses, revenue, and other financial statements to ensure compliance with current tax laws and accurate reporting. The goal is to accurately report business income and expenses, helping to fulfill statutory requirements while identifying relevant tax positions. Furthermore, professional tax preparation involves staying updated on changes in tax legislation that may impact clients' filings. This ensures that returns are prepared in accordance with the latest regulations, minimizing errors and potential issues that can arise from complex tax codes. The firm aims to provide a clear and organized process, guiding clients through each step of their tax filing journey. This dedicated approach to tax preparation helps clients meet their deadlines, maintain compliance with tax authorities, and potentially avoid common pitfalls associated with self-preparation.
Yes, we welcome new clients seeking professional tax preparation assistance. Please contact our office to discuss your specific needs and to schedule an initial consultation.
Please bring all relevant income statements, such as W-2s and 1099s, along with documentation for deductions and credits. A detailed checklist can be provided upon scheduling your appointment.
Once your tax documents are complete and reviewed, we will electronically file your returns to ensure timely submission. Our turnaround time depends on the complexity of your situation and the completeness of your provided information.
Our fees for tax preparation are based on the complexity of your tax situation and the forms required. We can provide an estimate after reviewing your specific needs during an initial discussion.