​​​​​​​​​​​Financial Planning

Here at AZA, we have created an alliance with Lincoln Financial Advisors.  Our Alliance with LFA aims to better serve our clients’ needs with independent financial advice.


Lincoln Financial Advisors seeks to improve financial health and significantly impact the quality of life through co-ordination of your financial affairs by offering comprehensive financial planning and investment services.

See below for more details:


     

                    

                    
                    

                          
                    

 

     

     


   

Louis L. Kline is a registered representative of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.


Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.  You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.


Please do not send any trading or transaction instructions through this e mail. They will not be executed. Please call the Lincoln Financial Advisors trading desk at 800-237-3815.


If you do not wish to receive future emails from me, please call me at 781-771-7535, or email me at louis.kline@lfg.com . We will comply with your request within 30 days.




 


Auerr, Zajac & Associates, LLP.

29 Dean Avenue - P.O. Box 347

Franklin, MA 02038

Phone:  (508) 528-1305

Fax:  (508) 528-8231

Additional Services


Notary Public

Notaries are called upon to perform many valuable services.  A Notary Public serves as an  impartial witness to the signing of documents, attests to the signature on the document, and  may also administer oaths and affirmations.  Effective notary services help to ensure that documents are properly executed, that facts are duly certified, and above all, that the general public is protected from fraud.  

Notarization is essential for many official documents including mortgages, deeds, contracts, and various corporate transactions.


Please contact us prior to visiting our office so we can assure one of our notaries will be available to assist you.



 


Tax Related Services


Individual Clients

  • Tax Planning
  • Federal and State Income Tax Preparation and Estimated Taxes
  • Mid Year Check-Up
  • FAFSA
  • No Charge for the Following:

                1.  Analyze Prior Year's Return

                2.  Additional W-2's

                3.  1 Day Service


Business Clients

  • Federal and State Income Tax Preparation and Estimated Taxes
  • Online Payment of Corporate Excise Tax
  • Online Filing of Annual Report
  • Payroll Tax Preparation
  • Sales Tax Preparation
  • Meals Tax Preparation
  • QuickBooks Bookkeeping and Training
  •  New Business Formation
  •  Non-Profit Organizations
  •  Financial Statement Preparation Including Reviews and Compilations



Problem Resolution


Dealing with the Internal Revenue Service or the Department of Revenue can be very frightening, confusing and frustrating.  On staff at our firm is Richard Hastry; and he may be able to help you.  Richard, retired from the IRS, worked in the Collection Division as both a revenue officer and a revenue group supervisor for more than twenty-seven years.  Richard Hastry has been representing clients  with our firm for over fifteen years.  Having dealt with all phases of delinquent tax collection, Richard can help alleviate your fears and anxiety with the IRS or Department of Revenue.  


Assistance Regarding the Following:

  • Non-Filed Tax Returns
  • Back Taxes Owed
  • IRS Liens and Levies
  • Offer in Compromise
  • IRS Payment Plan


Contact the office today for a no-cost, no-obligation consultation!


Services


Here at AZA we offer exceptional service at an honest and fair price, for preparation and filing fees, for both Federal and State personal income tax returns.  We also offer all-state and multi-state service.  Along with our personal service, we offer free electronic filing with your paid income tax preparation in order to have your tax return filed as fast as possible.   

While tax preparation is an extensive part of our firm, we offer an array of other services.  As the list below is by no means an all-inclusive list, please feel free to inquire about a service not listed. 


Auerr, Zajac & Associates, LLP.