INCOME TAX

Top Reasons to Have Friendly Insurance File Your Taxes!

We are Enrolled Agent, and IRS certified acceptance agent, having more than 30 years of experience, admitted to practice before the IRS. We know how to explain IRS rules in a language you can understand, and find frequently overlooked tax deductions and credits for you.

We focused on one thing: making sure each client takes advantage of every deduction and credit available. We know the right questions to ask and the right information to seek so you get the biggest tax refund allowed. As Enrolled Agent, we are required by law to complete continue professional education, with these up to date extensive training yearly and use the latest technology to make sure your taxes are done right.

Even if you had your prior year tax return prepared somewhere else, you may not have received the maximum tax refund you were entitled to. We can review your prior year tax returns for any missing tax deductions or credits. We find money others miss.

We’re open year-round; 7 days a week during the tax season.

BUSINESS TAX

Business and Corporation

  • Should I incorporate?
  • Should I dissolve my corporation?
  • What business entity will best suit my current and future needs, while minimizing my tax obligations?

We get these and many other questions frequently.

We’ll take the tax complexities of business entities and bring it down to an understandable, personal level. We’ll share with you real-world tax reduction strategies for your corporation, LLC, or partnership that are often times simple, yet effective. With our familiarity and exposure to a wide array of business industries, we will often uncover tax deductions or tax reduction strategies missed by other tax accountants who lack our real world experience.

PAYROLL SERVICES

Tired of the Payroll Hassle? We offer a Full Line of Payroll Solutions!
Would you like to spend more time running your business and less time processing payroll? If so, then be sure to talk to us about our payroll services. Businesses have been counting on us for many years to process their payroll!

When you choose Friendly Insurance to do your payroll, you’ll receive personalized service from a dedicated payroll specialist. You’ll be assured of data security and confidentiality because our firm stands behind our promises. Using the most  advanced solutions, we can help you with all of your payroll needs by providing you with comprehensive options that are convenient, accurate, timely, and secure. This will allow you to focus on what you know best, allowing you to  grow your business.

BOOKKEEPING SERVICES

Spend Less Time On Bookkeeping . . . More Time Running Your Business.

With our bookkeeping solutions for small business, your life just got a whole lot easier! Utilizing cutting-edge technology and a powerful, yet simple accounting software that is highly intuitive, you’ll spend less time on bookkeeping and more time taking care of your business!

If you are looking for a tax accounting firm committed to innovative yet proven tax reduction strategies for your business entity coupled with both a theoretical and practical working knowledge of the tax code, we invite you to get started with us today by contacting us. This is truly a service that really pays! Without question, our business clients that pay the lowest amount of tax each year and who are continually in compliance are our monthly or quarterly bookkeeping clients. Why is this? It’s simple, really. We become familiar with their finances, and because we constantly have accurate, reliable, dependable data with which to work with, we can monitor both their tax and cash situation throughout the year, and recommend appropriate tax reduction strategies or avoid tax pitfalls before it is too late!  As trusted tax and business advisors, we know that you don’t want to get bogged down in the day-to-day bookkeeping and accounting activities of your business.  Why not outsource that important function to us…and free up your time to do what you are best at!

TAX RESOLUTION SERVICES

We are Enrolled Agent, having more than 25 years of experience, admitted to practice before the IRS.

We can help you dealing with IRS audit.

Hiring a Tax Attorney? An Enrolled Agent Can Do It All, For Less

If you’ve been on the receiving end of some “not-so-good” news from the IRS, such as a notification of a tax audit or the threat of a tax levy or a lien, you may be looking for help from a tax expert. Although your first inclination could be to hire a tax attorney, you may be interested to know that an enrolled agent (EA) can handle all of the same tax issues that a tax attorney does, for a whole lot less (an experienced tax attorney would charge from $300-$1,000 per hour, vs. an experienced EA would charge from $100-$300 per hour). Enrolled agents are required to demonstrate competence in every area of taxation, ethics, and representation in order to obtain and keep their practice privileges with the IRS. What’s more, they specialize in tax law, requirements, and the ever-changing tax codes. Hiring an EA and giving him or her power of attorney to resolve your tax problems is a cost effective way to handle your tax issues in lieu of a tax attorney.

Enrolled agents are able to advise, represent, and prepare tax returns for any personal or business entities with tax-reporting responsibilities, including:

  • Individuals
  • Partnerships
  • Corporations
  • Estates
  • Trusts

EA’s are also able to represent you, and negotiate on your behalf for the most common things you’d seek a tax attorney’s assistance with. Since they have such specialized training, they may be able to get to the heart of the issue more quickly, and cost effectively, than a tax attorney. EA’s provide a wide range of services to clients, over and above tax advice and filing. You can hire an EA to do any of the following:

  • Provide Tax Audit representation for any type of audit you may be issued – by mail, at an IRS office, or your own home or office.
  • Submit an Offer In Compromise to reduce/resolve your tax liability, so you can get a fresh start.
  • Aide you in having Tax Levies and Tax Liens removed.
  • Deal with the tax implications of a bankruptcy.
  • Handle Employment Taxes, and work with the IRS to clean up any unresolved payment issues.
  • Help with filing Unfiled Tax Returns and negotiate any possible savings on penalties and/or interest.
  • Represent you and Appeal any denial by the IRS.

Enrolled agents have client-EA confidentiality privilege, just as a tax attorney does. Most importantly, enrolled agents are the only federally licensed tax practitioners who specialize in taxation, with unlimited rights to represent taxpayers before all administrative levels of the IRS.

Lynn Office

471 Western Avenue

Lynn, MA 01904

Call (781) 593-4344

Email: info@friendlyins.com

Monday-Friday: 9 AM to 6 PM

Saturday: 9 AM to 2 PM

Sunday: Closed

Lowell Office

Middlesex Plaza

15 Wood St

Lowell, MA 01851

Call (978) 452-3800

Email: info@friendlyins.com

Monday-Friday: 9 AM to 6 PM

Saturday: 9 AM to 2 PM

Sunday: Closed