Marketplace›New Jersey›Red Bank
Financial planner · Wellesley Financial Planner
Michael Szotak of Wellesley Financial Planner in Red Bank, New Jersey holds a preparer tax identification number (PTIN), with tax advisory & planning on record as a practice area. As of October 22, 2026, the Google Business listing for Wellesley Financial Planner showed a 5.0-star average across 3 reviews.
Wellesley Financial Planner does not participate in TaxScout — requests sent through TaxScout do not reach it. Details above come from public IRS and business records.
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130 Maple Ave Unit 1b, Red Bank, NJ 07701
Form 1040 + state, standard deduction
$235Form 1040 + state, itemized
$305Add Schedule C (self-employed)
+$205Partnership return (Form 1065)
$919S corporation return (Form 1120-S)
$1,359C corporation return (Form 1120)
$1,344Average fees reported by New Jersey practitioners in the National Society of Accountants 2020-2021 Income and Fees Survey, State Averages (published 2020). Survey averages, not adjusted for inflation. They are not Michael Szotak's prices; this practice has not published its rates. Source
Michael Szotak operates from 130 Maple Ave Unit 1b, Red Bank, NJ 07701 in Red Bank, New Jersey. TaxScout has not independently verified a New Jersey Board of Accountancy licence for this practice. A preparer tax identification number is what the IRS requires of anyone paid to prepare federal returns.
On Google Business Profile, the firm is categorized as a financial planner.
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