Tax preparation service
Whitney & Gore Financial Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Framingham hasn't published exact rates. Get a personalized quote for accurate numbers.
Lisa Callahan, EA operates from 615 Concord St # 5, Framingham, MA 01702 in Framingham, 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 service. Public Google reviews show a 5-star rating across 11 ratings.
For taxpayers in Framingham, 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.
Whitney & Gore Financial Services is a financial firm situated in Framingham, Massachusetts, dedicated to assisting individuals and businesses with their tax needs. The firm operates with the expertise of an Enrolled Agent (EA), a credential awarded by the U.S. Department of the Treasury. This designation authorizes the holder to represent taxpayers before the Internal Revenue Service (IRS) on all tax matters, including audits, collections, and appeals. The Enrolled Agent status reflects a comprehensive understanding of federal tax law and its application. Whitney & Gore Financial Services leverages this knowledge to provide accurate and reliable tax preparation services. The firm's focus is on helping clients understand and fulfill their tax obligations efficiently, ensuring compliance with current tax regulations. By offering specialized tax preparation, Whitney & Gore Financial Services aims to support the financial well-being of its clients within the Framingham community and beyond.
Whitney & Gore Financial Services specializes in comprehensive Tax Preparation services for both individuals and businesses. For individual clients, this includes preparing and filing federal, state, and local income tax returns. The firm assists with various tax situations, from straightforward W-2 filings to more complex scenarios involving investments, rental properties, and self-employment income. The goal is to ensure all applicable deductions and credits are considered, helping clients achieve accurate and compliant tax filings. For businesses, Whitney & Gore Financial Services provides tax preparation for various entity types, such as sole proprietorships, partnerships, S-corporations, and C-corporations. This involves preparing and submitting the necessary federal and state business tax returns. The firm works to accurately report business income, expenses, and deductions, adhering to current tax laws. Understanding the specific tax requirements for different business structures is central to the firm's approach. The firm's Enrolled Agent credential ensures that tax preparation is conducted with a deep understanding of federal tax law. This expertise is applied to help clients navigate the intricacies of the tax code, ensuring that all filings are correctly completed and submitted on time. Whitney & Gore Financial Services aims to simplify the tax preparation process for its clients, providing clear communication and reliable service to help them meet their tax responsibilities effectively.
An Enrolled Agent (EA) is a federally authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. This credential signifies a comprehensive understanding of federal tax law.
Yes, the firm provides tax preparation services for individuals. This includes preparing and filing federal and state income tax returns, considering various income sources, deductions, and credits to ensure accurate compliance.
Whitney & Gore Financial Services assists businesses with their tax preparation needs. This involves preparing and filing the appropriate federal and state tax returns for different business structures, such as sole proprietorships, partnerships, and corporations.
To start, you can contact Whitney & Gore Financial Services to schedule an initial consultation. During this meeting, we can discuss your specific tax situation and outline the necessary documents and information required for your tax preparation.
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