Tax Preparation
and Tax Consulting Services

INVEST Financial Corporation and Your Financial Priorities does not offer tax advice. Tax services are provided by Wayne E. Cook through WEC Associate.

Income Tax Return Preparation
Since 1986, Wayne E. Cook, EA, has successfully prepared income, estate tax returns for individuals, small businesses, estates and trusts. Business entity filings encompass general and limited partnerships, C and S Corporations, Limited Liability Companies (LLC’s), and tax-exempt organizations.

Whether you’re establishing a new business or facing filing questions over an unfamiliar situation or transaction, it is important to consult a tax professional. Seeking competent advice ensures filing compliance and protects against the potential for delinquent tax and penalty assessments.

If you’re coping with the administration of a deceased family-member’s estate, I recommend engaging professional services to ease the burden of trust and estate tax compliance.

Tax Audit Representation
As an Enrolled Agent (EA), I possess the knowledge and experience to represent clients in all tax matters before the Internal Revenue Examination and Appeals Divisions. Representation services include non-filer and innocent or injured spouse liabilities and general audits, if left unattended, may result in the assessment of substantial federal taxes, interest and penalties along with seizure of assets.

Clients benefit from a “cultivated” understanding of IRS case objectives and hard-points, professional guidance, and a systematic strategy toward developing and achieving favorable taxpayer results. I would serve as your legal representative, thereby all communications between the taxing agency and client is conducted through me.

Prior Year Filing
If you need to bring yourself back into compliance with the IRS or other taxing agencies by filing prior year tax returns – I can prepare delinquent filings with little or no records. If prior year filings are less than three years old, you may be entitled to a tax refund. 

Out-of-State Returns
I have successfully prepared out-of-state tax filings for clients across the country. Many clients, who reside in Massachusetts, have obligations located in other jurisdictions. Depending on state specific filing statuses, clients may have multiple state obligations or tax credits.

For additional information please click here: www.wecassociates.com