Filed right.
Explained properly.
Individual and self employed returns, prepared so nothing you are owed gets left on the table and you understand what you signed before you sign it.
Returns filed by somebody
you can actually reach.
I am a licensed tax return agent. That means individual returns, self employed returns, and the situations in between where somebody has a W2 and a side business and is not sure how the two fit together.
The whole job is making sure nothing you are owed gets left on the table, and that you understand what you signed before you sign it. If something on your return would raise an eyebrow, you should hear about it from me first, not from a letter eighteen months later.
What I file
- Individual federal and Massachusetts returns
- Self employed and 1099 contractor returns
- People with a W2 plus side income
- Rental income and small property owners
- Returns with itemized deductions worth itemizing
Why not just use software
For a single W2 and nothing else, software is fine and I will tell you so. The moment there is self employment income, a rental, a big life change, or a year where you owed and did not expect to, the software stops asking the right questions. It only knows what you type into it.
What to bring.
Gather what applies to you. If you are missing something, come anyway and we will work out how to get it.
The basics
- Photo ID and Social Security numbers for everyone on the return
- Last year's return if you have it
- All W2s and 1099s
- Bank routing and account number for direct deposit
- Any letters the IRS or Massachusetts sent you
The extras
- Business income and expense records if you are self employed
- Mortgage interest and property tax statements
- Childcare costs and the provider's tax ID
- Tuition statements and student loan interest
- Charitable donation receipts and medical expenses
- Records of anything big that changed: moved, married, had a kid, sold a house
También lo atiendo
en español.
Taxes are confusing enough in your first language. If Spanish is the one you are comfortable in, we do the whole thing in Spanish, from the first call to going through the return line by line before you sign it.
No interpreter, no family member translating for you, and nothing rushed. You should understand every number on your own return.
Reserve una consulta gratis →Declaraciones de impuestos
Preparo declaraciones de impuestos para personas y para trabajadores por cuenta propia en todo Massachusetts. Le explico cada parte en español, en palabras claras, antes de que firme nada.
- Declaraciones federales y de Massachusetts
- Trabajadores por cuenta propia y 1099
- Primera consulta sin costo
- Llame o escriba al 508-635-7644
Four steps to filed.
We talk
You tell me what your year looked like. I tell you what I need from you and what it will run.
You send documents
Drop everything off or send it over. I will chase you for whatever is missing rather than guess.
I prepare it
I build the return, then walk you through it line by line so you know what you are signing.
We file
Filed electronically, with your copies saved. If a letter shows up later, you call me.
January is late.
November is smart.
Most people think about their taxes when the W2 shows up, and by then the year is closed and there is nothing left to change. The moves that actually lower a bill happen before December 31.
If you had a big year, started a business, sold something, or took money out of a retirement account, a short conversation in the fall is worth more than a great preparer in April.
Get ahead of it →Before you call.
What does it cost?
It depends on what is on the return. A straightforward individual return is a different job from a self employed return with a rental attached. Tell me your situation and I will give you the number before I start, not after.
I have not filed in a couple of years. Can you help?
Yes, and it is more common than you think. We work backward year by year. The bill for not filing grows on its own, so the sooner it gets handled the smaller it stays.
What if I owe and cannot pay it?
Filing and paying are two separate things. File on time even if you cannot pay, because the penalty for not filing is much worse. There are payment arrangements available and we will look at them together.
Do I have to come in person?
No. Plenty of returns get handled by phone, email, and a signature. If you would rather sit down, we can do that too.
Book before the season fills up.
Filing season runs January through April and the calendar tightens fast. Getting on it early costs nothing.
Book your tax
consultation.
Pick a time below. Tell me what your year looked like and I will tell you what I need from you and what it will run before you commit to anything.
Pick a day and a time that works. Once it is booked you will get a short form asking what you need help with, so Toni can come to the call already up to speed.