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Julio Luz, CPA

Accountant

4.8(22 Google reviews)
119 Ferry St, Malden, MA 02148
Licensed Tax Preparer

TaxPro House Inc

Specializes in

BookkeepingTax Preparation

Languages

English

Estimated Tax Prep Pricing in Malden

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Julio Luz

Julio Luz, CPA operates from 119 Ferry St, Malden, MA 02148 in Malden, 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 Bookkeeping, and Tax Preparation. On Google Business Profile, the firm is categorized as an accountant. Public Google reviews show a 4.8-star rating across 22 ratings.

For taxpayers in Malden, 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 Julio Luz

TaxPro House Inc is a tax professional firm situated in Malden, Massachusetts, serving the local community and surrounding areas. This firm is dedicated to assisting both individuals and businesses with their financial record-keeping and tax compliance needs. As a tax professional, TaxPro House Inc specializes in providing focused support in two key areas: bookkeeping and tax preparation. Clients seeking reliable assistance with managing their daily financial transactions, organizing their financial data, or navigating the complexities of annual tax filings can find services tailored to these specific requirements. The firm's approach centers on helping clients maintain accurate and organized financial records, which is foundational for effective financial management and ensuring compliance with current tax regulations. TaxPro House Inc aims to offer practical and clear financial services to support clients in achieving their financial objectives.

Services Julio Luz offers

TaxPro House Inc provides focused financial services in the essential areas of bookkeeping and tax preparation. Our bookkeeping services are designed to help individuals and businesses maintain accurate, organized, and up-to-date financial records. This includes systematically recording all financial transactions, managing general ledgers, and performing regular account reconciliations to ensure consistency and accuracy. Effective bookkeeping provides a clear, real-time snapshot of financial activity, which is crucial for tracking income and expenses, monitoring cash flow, and making informed financial decisions throughout the fiscal year. This foundational service helps clients avoid potential issues and ensures that their financial data is ready for tax season or other financial reviews. Our tax preparation services assist clients with the accurate and timely filing of their federal and state income tax returns. This comprehensive service involves gathering and organizing all necessary financial documents, meticulously calculating tax liabilities or potential refunds, and completing all required tax forms. The objective is to ensure full compliance with current tax laws and regulations while accurately representing each client's financial situation to optimize their tax outcome. Whether for individuals or businesses, TaxPro House Inc aims to streamline the tax filing process, providing clarity and confidence in meeting annual tax obligations.

Areas served

Malden, MAMedford, MAEverett, MAMelrose, MAStoneham, MARevere, MA

Frequently Asked Questions

Does TaxPro House Inc accept new clients for tax preparation?

Yes, we welcome new clients seeking assistance with their tax preparation needs. We recommend contacting our office to discuss your specific situation and schedule an initial consultation.

What should I bring to my first tax preparation appointment?

For tax preparation, please bring all relevant income statements (W-2s, 1099s), deduction information, and any prior year tax returns. A detailed checklist can be provided upon scheduling your appointment.

Can TaxPro House Inc help with ongoing bookkeeping throughout the year?

Yes, our bookkeeping services are available on an ongoing basis to help individuals and businesses maintain their financial records consistently. This support helps ensure your finances are organized year-round.

What is the typical turnaround time for tax preparation services?

Turnaround times can vary depending on the complexity of your tax situation and the time of year. We strive to complete all tax preparations efficiently and will provide an estimated timeframe during your initial consultation.

How does TaxPro House Inc handle client information privacy?

We are committed to protecting your personal and financial information. All client data is handled with strict confidentiality and in accordance with professional standards and privacy regulations.

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

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