Tax preparation
Taxes and a Plan
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Tewksbury hasn't published exact rates. Get a personalized quote for accurate numbers.
Dale Lewis, EA operates from 1215 Main St STE 124, Tewksbury, MA 01876 in Tewksbury, 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 2 ratings.
For taxpayers in Tewksbury, 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.
Taxes and a Plan is a dedicated tax firm situated in Tewksbury, Massachusetts, providing focused assistance to individuals and businesses regarding their tax obligations. The firm operates under the expertise of an Enrolled Agent (EA), a credential that signifies a high level of tax proficiency. An Enrolled Agent is a federally authorized tax practitioner, empowered by the U.S. Department of the Treasury, to represent taxpayers before the Internal Revenue Service (IRS) for tax matters. This authorization includes preparing tax returns, representing clients during audits, and handling collections or appeals. Taxes and a Plan is committed to offering clear, practical guidance, helping clients understand and navigate the often-complex landscape of tax regulations. The firm's objective is to ensure accurate and compliant tax preparation, tailored to each client's specific circumstances. Located in Tewksbury, Taxes and a Plan serves the local community and neighboring towns, aiming to provide professional and reliable tax support.
Taxes and a Plan specializes in comprehensive Tax Preparation services for individuals and businesses. Our approach to tax preparation goes beyond simply filling out forms; we focus on accurately reflecting your financial situation while adhering to all current tax laws and regulations. For individuals, this includes preparing federal and state income tax returns, considering various income sources such as wages, investments, retirement distributions, and self-employment income. We assist with identifying applicable deductions and credits to ensure compliance and accuracy. For businesses, our tax preparation services cover various entity types, including sole proprietorships, partnerships, and corporations. This involves preparing necessary business tax forms, calculating taxable income, and addressing specific business deductions and credits relevant to your operations. As an Enrolled Agent, Taxes and a Plan possesses the knowledge to handle diverse tax scenarios and to address questions regarding tax compliance. We aim to simplify the tax filing process for our clients, providing thorough and reliable preparation. Our goal is to help clients meet their tax obligations with confidence, ensuring all required documentation is correctly submitted to the appropriate tax authorities. We stay informed about changes in tax legislation to provide up-to-date guidance during the preparation process.
An Enrolled Agent is a federally authorized tax practitioner licensed by the U.S. Department of the Treasury. This credential means the firm is qualified to represent taxpayers before the IRS and has demonstrated comprehensive tax knowledge. It ensures you are working with a professional who is authorized to handle various tax matters.
Taxes and a Plan prepares federal and state income tax returns for individuals, including those with self-employment income, investments, or retirement distributions. We also prepare business tax returns for various entity types, such as sole proprietorships, partnerships, and corporations.
To ensure accurate tax preparation, please bring all relevant income documents like W-2s, 1099s, and K-1s. Also, gather documentation for any deductions or credits you plan to claim, such as receipts for business expenses, medical expenses, or charitable contributions.
As an Enrolled Agent, Taxes and a Plan is authorized to represent taxpayers before the IRS. While our primary service is tax preparation, we can discuss general questions about notices you receive and help you understand the next steps.
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