Financial planner
The Practical Planner, LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Groton hasn't published exact rates. Get a personalized quote for accurate numbers.
John Konetzny, EA operates from 274 Main St, Groton, MA 01450 in Groton, 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 Advisory & Planning. On Google Business Profile, the firm is categorized as a financial planner. Public Google reviews show a 5-star rating across 1 ratings.
For taxpayers in Groton, 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 Practical Planner, LLC is a tax and advisory firm based in Groton, Massachusetts, dedicated to serving individuals and businesses in the local community. The firm is led by an Enrolled Agent (EA), a federally authorized tax practitioner who specializes in taxation. This credential signifies a professional with unlimited practice rights before the IRS, meaning The Practical Planner, LLC can represent clients in all tax matters, including audits, collections, and appeals. Our focus is on providing practical, informed guidance to help clients navigate the complexities of tax law and make sound financial decisions. We understand that effective tax planning and advisory services are crucial for both personal financial well-being and business growth. The expertise inherent in the Enrolled Agent designation ensures that clients receive comprehensive and reliable support tailored to their specific needs, fostering confidence in their financial future.
Advisory services at The Practical Planner, LLC are designed to provide clients with informed guidance on various financial and tax-related matters. This specialization goes beyond basic tax preparation, offering proactive insights to help individuals and businesses plan for their financial future. For individuals, advisory services might include guidance on tax implications of investment decisions, retirement planning considerations from a tax perspective, or strategies for managing personal finances to optimize tax outcomes. We assist clients in understanding how different financial choices can impact their tax liability throughout the year and over the long term. For businesses, our advisory services focus on strategic tax planning, operational efficiency from a tax standpoint, and understanding the tax implications of business decisions. This can involve advising on entity structure, managing cash flow with tax considerations in mind, or planning for significant transactions. The goal is to help businesses minimize tax exposure while remaining compliant with current regulations. As Enrolled Agents, we bring a deep understanding of tax law to these advisory discussions, ensuring that the advice provided is accurate and relevant. We work closely with clients to develop personalized strategies that align with their financial objectives, offering clarity and support in complex financial landscapes. Our commitment is to empower clients with the knowledge and tools needed to make confident financial choices.
An Enrolled Agent is a federally authorized tax practitioner with unlimited practice rights before the IRS. This means The Practical Planner, LLC can represent you in all tax matters, including audits, collections, and appeals, providing comprehensive support.
Our advisory services provide guidance on tax planning, financial decision-making, and understanding the tax implications of various personal and business choices. We help clients proactively manage their tax situations.
Yes, The Practical Planner, LLC provides tax and advisory services for both individuals and businesses. We tailor our guidance to meet the specific needs of each client.
As an Enrolled Agent, The Practical Planner, LLC has unlimited practice rights before the IRS. We can represent clients in audits, collections, and appeals, offering professional assistance with IRS matters.
The Practical Planner, LLC is located in Groton, Massachusetts. We serve clients in Groton and the surrounding communities.