E.P. Tremblay offers personalized tax preparation, bookkeeping, payroll, and financial advisory services for individuals and small businesses in Somerset, MA.
E.P. Tremblay, located in Somerset, Massachusetts, specializes in personalized tax preparation, bookkeeping, payroll, and financial advisory services designed to meet the unique needs of individuals and small businesses.
The firm ensures clients comply with the latest tax regulations while maximizing their tax benefits. Services include TaxCaddy for secure document submission, NetClient for online financial access, and comprehensive tax preparation for federal, state, and local returns. The team offers expertise in tax credits, deductions, and identity theft protection, supported by a user-friendly online portal for tracking refunds and managing financial information.
Personalized tax preparation
Integration of TaxCaddy for secure document submission
Comprehensive financial advisory services
Year-round availability and support
Services
Tax Preparation Services
Personalized, accurate tax preparation tailored to individual and business needs, ensuring compliance with the latest tax laws.
TaxCaddy for secure document submissionNetClient for online financial accessFederal, state, and local tax return preparation
Bookkeeping & Payroll
Professional bookkeeping and payroll services to manage financial records and employee compensation.
Accurate financial record-keepingPayroll processing and complianceIntegration with TaxCaddy for seamless tax preparation
Financial Advisory & Planning
Comprehensive financial advisory services for individuals and businesses, focusing on investment positioning, financial planning, and estate preservation.
Customized financial plansInvestment positioning and managementEstate planning and preservationTax planning and optimization
Which internet browser works best with TaxCaddy? +
Google Chrome is recommended, but Firefox, Edge, and Safari are also supported. Internet Explorer is not supported.
What is the best way to set up my account? +
Click the invitation link from a desktop or laptop, set up a password, and then use TaxCaddy on any platform.
Where should I start? +
Begin with the ‘Gather & Prepare’ section on the left side of the home page, which includes personal identification confirmation and a tax questionnaire.
Where can I find the TaxCaddy mobile app? Do I have to get it? +
The mobile app is available for download; it is not mandatory as TaxCaddy can be accessed via web browsers.
Do I have to file a tax return? +
You must file if you are entitled to a refundable credit or wish to claim a refund. Otherwise, filing may not be required if income is below the threshold, but it is advisable to file for identity theft protection.
I am over 73 years old, how do I know how much I must withdraw from my IRA, Roth IRA, and 401(k) plans to avoid any penalties? +
Required Minimum Distributions (RMDs) must be taken by April 1st of the following year; failure results in a 25% penalty. Consult your tax preparer for precise calculations.
I know someone in the same exact situation as me. From the amount of money we make, to our children’s ages, retirement contributions, and our filing status. Last year they received a much bigger refund than I did, why? +
Differences in W-4 withholding, itemized deductions, or eligibility for tax credits can cause variations in refund amounts. Consult your tax preparer for personalized advice.
EP Tremblay’s tax preparation fees are much more than my previous preparer’s. How come? +
Factors include overhead costs, investment in technology, year-round availability, and expertise. Compare overall value and service quality when evaluating fees.
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