Consultant
The Financial and Tax Group Inc
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Worcester hasn't published exact rates. Get a personalized quote for accurate numbers.
Gerwano Lima, EA operates from 221 Boston Post Rd E Suite 260, Marlborough, MA 01752 in Worcester, 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 consultant. Public Google reviews show a 5-star rating across 41 ratings.
For taxpayers in Worcester, 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.
The Financial and Tax Group Inc is a dedicated tax firm situated in Worcester, Massachusetts. This firm holds the Enrolled Agent (EA) credential, signifying its authorization to represent taxpayers before the Internal Revenue Service concerning various tax matters. The core focus of The Financial and Tax Group Inc is on delivering comprehensive tax preparation services. This specialization means they are equipped to assist a diverse range of clients, including individuals and different types of business entities, with the accurate and timely preparation and filing of their annual tax returns. Their expertise involves interpreting and applying current tax laws and regulations to ensure compliance and proper financial reporting. Clients in Worcester and the surrounding Massachusetts communities can rely on The Financial and Tax Group Inc for professional support with their federal and state tax obligations, ensuring their tax filing needs are met with precision.
The Financial and Tax Group Inc is dedicated to providing comprehensive Tax Preparation services as its primary specialization. This essential service involves the meticulous process of compiling, calculating, and submitting various types of tax returns to federal and state authorities. For individual clients, this includes a thorough review of their financial information, such as W-2s, 1099s, investment statements, and deduction-related documents. The firm then accurately computes income, identifies eligible deductions and credits, and completes all necessary federal and Massachusetts state income tax forms, ensuring compliance with current tax laws. Beyond individuals, The Financial and Tax Group Inc also extends its tax preparation expertise to various business entities. This includes assisting sole proprietors, partnerships, S-corporations, and C-corporations with their specific business tax filings. For businesses, this involves preparing appropriate corporate or partnership returns, ensuring all business income, expenses, assets, and liabilities are correctly reported in accordance with applicable tax regulations. The firm's approach to tax preparation also includes staying continuously informed about evolving tax legislation and changes in tax codes. This ensures that all filings are not only compliant but also optimized within legal parameters to accurately reflect the client's financial situation. Clients engaging The Financial and Tax Group Inc for tax preparation can expect guidance in organizing their tax-related information, a clear understanding of their tax liabilities or refunds, and the efficient submission of their returns, whether electronically or by mail. The overarching objective is to deliver accurate, timely, and compliant tax filings for both personal and business needs, aiming to streamline the annual tax process for every client.
Please bring all relevant income documents like W-2s and 1099s, along with statements for deductions or credits you plan to claim. Having these organized will help streamline the preparation process.
Yes, we facilitate electronic filing for both federal and state tax returns when applicable. E-filing is generally the quickest and most secure way to submit your completed tax documents.
The time required depends on the complexity of your tax situation and the completeness of your documents. We strive for efficient processing and will communicate an estimated turnaround upon reviewing your information.
Our fees for tax preparation are based on the complexity of your return and the forms required. We can provide an estimate once we understand the scope of your specific tax needs.
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