Tax preparation service
Wu Rosen Associates
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Boston hasn't published exact rates. Get a personalized quote for accurate numbers.
Caroline Wu, EA operates from 6 Edgerly Pl, Boston, MA 02116 in Boston, 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.
For taxpayers in Boston, 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.
Wu Rosen Associates is a dedicated tax firm situated in Boston, Massachusetts, specializing in comprehensive tax preparation services for both individuals and businesses. As an Enrolled Agent (EA), the firm possesses federal authorization to represent taxpayers before the Internal Revenue Service (IRS), a credential that underscores its expertise in tax law and procedure. This allows Wu Rosen Associates to assist clients not only with filing but also with navigating potential IRS inquiries or issues, providing a layer of assurance. The firm primarily serves clients in the Boston area, focusing on ensuring accurate and compliant submission of federal and state tax returns. Clients can rely on Wu Rosen Associates for professional guidance in understanding their tax obligations and efficiently managing their annual tax responsibilities, aiming to simplify the often-complex tax filing process.
Wu Rosen Associates is dedicated to providing comprehensive Tax Preparation services, a core offering designed to meet the needs of both individual taxpayers and businesses. This specialization involves the meticulous assembly and submission of all necessary federal tax forms, ensuring that income, deductions, and credits are accurately accounted for in accordance with the latest IRS regulations. For individuals, this includes preparing Form 1040 and its associated schedules, covering a broad spectrum of income sources such as wages, investments, and retirement distributions, as well as identifying applicable deductions to optimize their tax position. For businesses, our tax preparation expertise extends to various entity types, including corporations (Form 1120), partnerships (Form 1065), and sole proprietorships (Schedule C). We focus on accurately reporting business income, expenses, and other financial activities to ensure compliance and proper tax liability calculation. Beyond federal requirements, Wu Rosen Associates also handles the preparation of state tax returns for Massachusetts, ensuring clients adhere to all local tax laws and reporting standards. Our process involves a thorough review of client financial documents and the application of relevant tax codes to each unique situation, aiming to ensure accuracy, compliance, and timely filing while helping clients understand their tax outcomes.
We welcome inquiries from prospective individual and business clients. Please contact our office to discuss your specific tax preparation needs and to determine how we can assist you.
Generally, you should bring all income statements (W-2s, 1099s), deduction records (mortgage interest, charitable contributions), and any relevant business financial statements. A detailed checklist can be provided upon scheduling.
We primarily utilize electronic filing (e-filing) for both federal and state returns. This method ensures secure and efficient submission, often resulting in faster processing of refunds.
Turnaround times can vary based on the complexity of your tax situation and the time of year. We strive to complete returns efficiently and will provide an estimated timeline during your initial consultation.
Our fees are based on the complexity of your tax return and the forms required. We can provide an estimate after an initial discussion of your specific tax situation.