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Tax Preparation - Planning and Compliance

Taxes – Planning and Compliance
Dealing with taxes can be difficult, complex and time consuming. With my help, you can enjoy “tax peace of mind” year-round.

What's different?
Regardless of your income level, I take a holistic approach to your tax situation and determine how it is affecting other areas of your life. My approach is to develop a personal program designed specifically for you, not a pre-packaged "cure all" with no flexibility to meet your special circumstances.

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What other areas does an LMC Tax Expert to Lorretta M. McClary advise you on for your taxes?

Some sample tax planning areas include:

· Delinquent Taxes   · Offers in Compromise
· Charitable Gift Planning   · Penalty Abatements
· Estate Tax Planning and Returns   · Prior Year Tax Returns
· Late Filers, Payment Plan Assistance   · Tax Amnesty Programs
· Trust and Property Tax Returns   · Tax Reduction Planning
· IRS Audit Assistance/Representation   · W-2 and W-4 Calculations
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Need Additional Help?

Please do not hesitate to contact me about services that are not listed above.

PHONE: (781) 893-6721 · FAX: (781) 207-0212

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48 Weston Street, Suite 4
Waltham, MA 02453

Email Loretta M. McClary

Phone: (781) 893-6721
Fax: (781) 207-0212

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