Below you will find a wide range of useful information to assist you. Please feel free to call our office with any questions.
Below are documents that are designed to provide clients with a comprehensive idea of what information is needed to properly prepare individual income tax returns.
Taxpayers, not the IRS, control their own tax return information held by preparers and, within appropriate limits and safeguards, taxpayers are able to direct preparers to disclose tax return information as taxpayers see fit. In order to disclose your tax return information to any third party, under law we are required to have you fill out a consent form which we must have in our possession prior to releasing your tax return information to any third party.
We require that each client reads and signs an engagement letter. The purpose of the engagement letter it to make clear our repsonsibilities and those of the taxpayer with regard to a tax return being prepared.
Federal Filing Addresses for Individuals - if you live in Massachusetts
Payment Voucher - Internal Revenue Service
P.O. Box 37008
Hartford, CT 06176-7008
Federal Estimates - Internal Revenue Service
P.O. Box 37007
Hartford, CT 06176-7007
Massachusetts Filing Addresses for Individuals
Payment Voucher - Massachusetts Department of Revenue
P.O. Box 7062
Boston, MA 02204
Mass. Estimates - Massachusetts Department of Revenue
P.O. Box 419540
Boston, MA 02241-9540
Tax rates only apply to taxable income. Taxable income is almost always less than your total income. Tax rates progressively increase as income increases. Various adjustments and deductions such as standard deduction and personal exemptions all lower a person's taxable income.
Please click on the links below to review the guidelines for record retention. The information below in very general, so to inquire about your particular situation please speak with your CPA directly.
29 Dean Avenue - P.O. Box 347
Franklin, MA 02038
Phone: (508) 528-1305
Fax: (508) 528-8231