Individual Income Tax Preparation
by Karen J. Sullivan, EA
What I offer
Clear explanations
Accurate returns
Taxes that make sense
Who I work with
Most of my clients live on the North Shore — including Peabody, Danvers, Beverly, Saugus, Lynn, Wakefield, Revere, Melrose, Malden, and Woburn — though I also work with clients from the rest of Massachusetts and throughout New England.
Appointments
Meet in person or online. We’ll go through your return together so you understand it and know everything is correct.
How I Work With Clients
Taxes are a conversation.
First we start by reviewing your documents and making sure we have everything we need. If something is missing, we talk about it before moving forward.
While I’m preparing the return, we’ll talk. Sometimes about the return itself, sometimes about other financial topics that come up along the way.
Once the return is finished, we’ll review the current year together so you understand the result.
If I have your prior-year return, we’ll compare the two years and talk about what changed — income, withholding, deductions, or anything else that affected the outcome.
We’ll also talk about any changes that might make sense for the coming year — or whether everything is already working just fine.
My goal is simple: an accurate return and a client who understands their taxes.
Individual Income Tax Returns
Preparation of Forms 1040 and 1040-SR with clear explanations so you understand exactly what is on your return.
Appointments
Meet in person or online. We’ll go through your return together and make sure everything is correct.
Understanding Your Taxes
I explain what your tax return actually means, not just the numbers on the page, and I encourage your questions.
