C.A.R.E. Asset Management & Straegies serving Maynard, Stow, Concord, Acton, Hudson and Sudbury logo and link to home page

C.A.R.E. Asset Management & Strategies, Inc.
John A. Epeneter, PC

CPA logo of John A. Epeneter P.C. serving Maynard, Stow, Concord, Acton, Hudson and Sudbury, Massachusetts


Tax Return Preparation

We have been preparing tax returns of all types since 1965. Heavy investment in the premier tax programs, technology, and research tools, and long experience with the same programs, enables us to tackle the complex returns that make up the majority of our tax practice with efficiency, effectiveness, and accuracy.

In addition to individual, corporation, partnership, and estate tax returns, many of which have complexities, we have many trust returns both simple and complex which require an in-depth knowledge of trust tax law.

We have a number of nonprofit organization returns, which are becoming increasingly more complex as the IRS enacts more rules and regulations in an attempt to punish what it considers improper behavior.

We recognize that the first line of defense against additional tax, penalties, and interest arising from an IRS audit starts with the legal, ethical, and professionally prepared return. We will resolve issues in favor of the client if there is sufficient authority to do so. As to audits of personal returns, we have had one in the last ten years, and that resulted in no change in either tax or taxable income.

Our practice is to disclose any issue, which in our opinion might cause the IRS to assess additional tax. This practice should eliminate any penalties for not following the rules and regulations, in the unlikely event that a particular return is selected for audit. In the one audit during the last ten years, such disclosure played no role in the decision of the IRS to audit.

We offer e-filing for all types of returns.

 


© John A. Epeneter.CPA/PFS, CFP®, CFS, CCPS.   All rights reserved.
3 Russell Avenue, Maynard, Massachusetts 01754  info@johnecpa.com  Voice: 978-897-0741   FAX:  978-897-1055

CFP®  and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP®, Board's initial and ongoing certification requirements.  CARE Asset Management and Strategies, Inc. is a registered investment advisor in the state of Massachusetts.