Brockton, Massachusetts
Tax services
A return to prepare, an audit to answer, years that never got filed, a letter you'd rather not open — they usually belong to the same story, so they stay in the same file.
Who we prepare for
Most returns go wrong on the records, not the arithmetic. So the first thing we settle is which of these you are, and we build the file from there.
Individuals tax
One return that reflects the whole year — wages, tips, investments, retirement draws, anything that came in — not just the last payslip you found.
Business and self-employed
Sole traders, single-member LLCs, rentals and small companies. The business side and the personal side get reconciled so nothing falls between them.
Credits & deductions we check
None of these are automatic. Each one has its own test, and each one needs the right records to survive a question later.
Standard mileage deduction
If you use your own car, truck or van for work, you can usually choose between a set rate per mile or your actual running costs. We work out which one is larger before anything is filed.
Child tax credit
A credit for each qualifying child you support. It reduces the tax you owe directly, and part of it can still come back as a refund when the tax owed is small.
Earned income credit
A refundable credit for people who work and earn below a set limit. It is the credit most often missed, including by people without children.
Clean energy and vehicle credits
Federal credits for making a home more efficient and for buying or leasing qualifying electric and plug-in vehicles. Most of these need more than a receipt.
Rates, income limits and eligibility rules change from year to year. Nothing here is a promise that you qualify — every item on this page is checked against your actual return before anything is filed.
Tax preparation
The point of a return is not the form — it is knowing the numbers are right and why. We prepare it, check it, and sit with you until every line makes sense.
Audits
Most audits ask for proof of specific lines on a specific return. We work out exactly what is being asked, gather the records that answer it, and handle the back-and-forth.
Unfiled years
Unfiled returns feel bigger every year they sit. In practice they come down to a list: which years, which documents, what is owed. We build that list and work through it with you.
IRS letters
IRS letters are written to be read by computers and answered by deadline. We translate yours into plain language, find the date that matters, and write the response.
Get in touch
A few sentences is enough — we read every message and reply personally, usually within one business day.
Why people stay
Every form, line and letter is explained before you sign anything. No acronyms left unexplained.
Your documents live in one organised file with a running checklist, so nothing goes missing.
We track the dates that matter to your return and raise them with you in advance.
Messages are returned within one business day, and you always know who is handling your file.
What we handle
Most people arrive with one thing — a return to do, a year that never went in, a letter they'd rather not open. Those things turn out to be connected, so they stay in one file with one person responsible.
Annual returns for individuals and families, prepared properly and walked through with you before anything is signed.
Sole traders, partnerships and small companies — quarterly estimates, annual returns, and books that stay current.
The returns that never went in, filed properly, with what you actually owe worked out and a plan attached to it.
A letter arrived and you're not sure how to answer. We read it, work out what is really being asked, and respond.
We go through your credit reports with you, challenge what's wrong, and lay out what actually moves your score.
Not sure which of these is your situation? Say so in your message — and if your problem belongs with a lawyer or someone else, we'll tell you that too.
Already filed?
The website tracker is the one most people reach for, but it isn't the only route — and when you're on a phone rather than a laptop, one of these is usually quicker.
Online
The IRS's own refund tracker. It updates once a day, overnight, and shows the stage your return is at.
Open the trackerMobile app
IRS2Go is the IRS's own free app, on iPhone and Android. Refund status is one of the things it does, and there's nothing to pay for.
Search your app store for IRS2Go.
Automated hotline
An automated refund line — you're not waiting for a person.
Amended returns: 866-464-2050
The separate line for a return you changed and refiled.
Whichever route you use, have your Social Security number, filing status and the exact refund amount from the return ready — the system checks all three before it tells you anything. An amended return is tracked on its own line and asks for the date you filed.
