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Joseph Fagan, CPA

Tax preparation

5.0(1 Google review)
11 Middlesex Ave Ste 10, Wilmington, MA 01887
Licensed Tax Preparer

Zaltman Fagan

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Wilmington

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

AICPA national averages — Wilmington hasn't published exact rates. Get a personalized quote for accurate numbers.

About Joseph Fagan

Joseph Fagan, CPA operates from 11 Middlesex Ave Ste 10, Wilmington, MA 01887 in Wilmington, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. The preparer is registered with the IRS via the Preparer Tax Identification Number (PTIN) system to file federal returns on behalf of clients.

Reported areas of practice include Tax Preparation. On Google Business Profile, the firm is categorized as a tax preparation. Public Google reviews show a 5-star rating across 1 ratings.

For taxpayers in Wilmington, 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.

More about Joseph Fagan

Zaltman Fagan is a tax professional firm located in Wilmington, Massachusetts, dedicated to serving the tax preparation needs of individuals and businesses. The practice focuses on assisting clients within Wilmington and its neighboring communities with their annual tax obligations. As a specialized tax professional, Zaltman Fagan provides expertise in preparing and filing various tax returns, ensuring accuracy and adherence to current tax regulations. The firm's approach is to simplify the often-complex process of tax compliance for its diverse clientele. By concentrating on tax preparation, Zaltman Fagan offers focused support to help individuals and businesses manage their financial responsibilities effectively and confidently meet their filing deadlines. This specialization allows the firm to address the specific requirements associated with income tax filing for its clients in the Massachusetts region.

Services Joseph Fagan offers

Zaltman Fagan specializes exclusively in Tax Preparation, offering comprehensive assistance to both individual taxpayers and businesses. For individuals, this service encompasses the meticulous preparation and electronic filing of federal and state income tax returns, ensuring all applicable deductions and credits are identified and utilized. The goal is to accurately report income, minimize tax liabilities, or maximize refunds in accordance with current tax laws. For businesses, Tax Preparation involves compiling financial data, preparing corporate, partnership, or sole proprietorship tax returns, and ensuring compliance with all relevant federal, state, and local tax regulations. This includes careful review of financial statements and transactions to ensure accurate reporting. The firm guides clients through the necessary documentation and information gathering process, aiming to make tax filing as straightforward and efficient as possible. Zaltman Fagan's focused expertise in Tax Preparation helps clients navigate the complexities of tax codes, providing peace of mind that their returns are prepared accurately and submitted on time, fulfilling their annual tax responsibilities.

Areas served

Wilmington, MAReading, MANorth Reading, MATewksbury, MAAndover, MABurlington, MA

Frequently Asked Questions

Do you accept new clients for tax preparation services?

Yes, Zaltman Fagan welcomes new individual and business clients seeking professional tax preparation services. We encourage prospective clients to contact us to discuss their specific tax needs and to schedule an initial consultation.

What documents should I bring for tax preparation?

Clients should bring all relevant income statements, such as W-2s, 1099s, and K-1s, along with documentation for deductions and credits. This may include receipts for medical expenses, charitable contributions, and records of investment income or losses.

How long does the tax preparation process typically take?

The turnaround time for tax preparation can vary depending on the complexity of your tax situation and the completeness of the provided documentation. We strive to process returns efficiently while ensuring accuracy.

Do you offer electronic filing for tax returns?

Yes, Zaltman Fagan utilizes electronic filing for all eligible tax returns. E-filing provides a secure and efficient method for submitting your tax documents to the IRS and state tax authorities.

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Data sourced from Massachusetts Board of Public Accountancy. Profile not verified by TaxScout.

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