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Schedule your tax appointment now

Bruce Mullen

48 years of expierence

Franklin/Boston Train stop

Easy access from/to the train 5.3 miles from the office

Welcome to our website

SAME ADDRESS FOR TAX PREPARATION

48 BOARDMAN STREET
  NORFOLK, MA 02056

IRS will start accepting 2024 tax returns on January 20, 2025

To schedule an appointment in MA call or text (508)479-00024 or email Iamataxman@verizon.net

To schedule a VT tax appointment; I will be returning to VT February 18 thru February 23rd.  Call or text (508)479-0024 or email Iamataxman@verizon.net.

Several factors can determine when a taxpayer may receive their tax refund, including:

    1. How early they file.
    2. If the taxpayer is claiming certain credits (especially EITC and CTC)
    3. Whether the return is e-filed or sent by mail
    4. Whether the taxpayer has existing debts to the state or federal government

Note: The IRS will delay processing by 2-3 weeks if an income tax return has the Earned Income Tax Credit (EITC) or Child Tax Credit (CTC), which allows the IRS to verify that taxpayers qualify for the credits.

Estimated 2024 (TBD) IRS Income Tax Return Chart

IRS accepts E-file return by          Direct Deposit sent (paper check mailed 1 week later)

January 30, 2025 *                                                     February 10 (February 17) **

February 06, 2025                                                      February 17 (February 24) **

February 13, 2025                                                      February 24 (March 3) **

February 20, 2025                                                      March 3 (March 10) **

February 27, 2025                                                      March 10 (March 17)

March 06, 2025                                                          March 17 (March 24)

March 13, 2025                                                          March 24 (April 01)

March 20, 2025                                                          March 31 (April 08)

March 27, 2025                                                          April 07 (April 14) ***

April 03, 2025                                                              April 14 (April 21) ***

April 10, 2025                                                              April 21 (April 28) ***

April 17, 2024                                                              April 28 (May 5)

April 24, 2025                                                              May 05 (May 12)

May 01, 2025                                                              May 12 (May 19)

May 08, 2025                                                              May 19 (May 26)

May 15, 2025                                                              May 26 (June 03)

May 22, 2025                                                              June 03 (June 10)

* = IRS may delay start of tax season by a week or so.

** = Returns with EITC or CTC may have refunds delayed until March to verify credits.

*** = Filing during peak season can result in slightly longer waits.

IMPORTANT: If you file electronically (using an online tax program or preparer), the IRS will notify you of the actual date they “accepted” your return. This is often 1-3 days from the time you actually hit the “file” or “submit” button, and it is this date that you need to use on the left side of the above chart.

Taxpayers who mail a paper version of their income tax return can expect at least a 3 – 4 week delay at the front-end of the process, as the return has to be manually entered into the IRS system before it can be processed.

Some tax credits return to 2019 levels. This means that affected taxpayers will likely receive a significantly smaller refund compared with the previous tax year. Changes include amounts for the Child Tax Credit (CTC), Earned Income Tax Credit (EITC) and Child and Dependent Care Credit.

Visit Credits and Deductions for more details.

This is the second in a series of reminders to help taxpayers get ready for the upcoming tax filing season. A “Get Ready” page outlines steps taxpayers can take now to make tax filing easier in 2024.

Booking 2024 appointments now! Office hours start Monday, January 20, 2025 hours will be 7:00 to 3:00 Weekdays and 7:00 to 3:00 weekends (and by appointment).

Direction are found under the CONTACT tab

We also have an office at 252 Spring Road, Tunbridge, VT 05077 with limited office hours call (802) 889-3299 to schedule your appointment in VT.

I will be returning to VT based on number of scheduled appointments.

For Previous customers, if you would prefer to mail, (252 Spring Rd, Tunbridge, VT 05077) email (iamataxman@verizon.net) or fax (508-342-7059) your tax information to me rather than do a face to face, please do. You can also drop off your return information in a drop box at 48 Boardman St if that is your preference. As of now the filing deadline is March 15th for business returns (NOT Schedule C), April 15th for all personal.

What you need to do:

    • Schedule an appointment for your 2024 tax preparation
    • call (802) 889-3299 (after Jan 20nd) or cell (508) 479-0024
    • or email  iamataxman@verizon.net
  1. Bring a copy of your 2022 and 2023 tax return with the invoice from a competitive tax preparer
  2. Have your return prepared by me at a 20% discount over the competitor
  3. Offer valid ONLY for competitive return(s) good until March 1st, 2025

Gather 2024 tax documents

Taxpayers should develop a recordkeeping system − electronic or paper − that keeps important information in one place. This includes year-end income documents like Forms W-2 from employers, Forms 1099 from banks or other payers, Form 1099-K from third party payment networks, Form 1099-NEC for nonemployee compensation, Form 1099-MISC for miscellaneous income, or Form 1099-INT if you were paid interest, as well as records documenting all digital asset transactions.

Ensuring their tax records are complete before filing helps taxpayers avoid errors that lead to processing delays. When they have all their documentation, taxpayers are in the best position to file an accurate return and avoid processing or refund delays or IRS letters.

Eligibility rules changed to claim a tax credit for clean vehicles. Review the changes under the Inflation Reduction Act of 2022 to qualify for a Clean Vehicle Credit.

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services while offering great attention to detail. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Our dedication to superior client service has brought us to the Internet as we endeavor to to provide the most current and highest quality of professional services, planning and guidance.

Our services include, but are not limited to:

  • Representation before the IRS
  • Divorces, asset spreadsheets and tax advise
  • All Personal, LLC, Partnerships, Business, Estate and Corporate return preparation
  • Previous years of non-filed Federal and State tax returns – become compliant sleep better
  • Bankruptcy: Chapter 7, 11, 12 and 13
  • IRS Demands and Representation
  • Offers in Compromise (see Offer in Compromise page for complete details)
  • Professional Tax Planning and Strategies
  • Complete Business Tax Preparation (Monthly, Quarterly, Annually)
  • Payroll taxes Federal, state and unemployment
  • Multi-state return preparation and filing
  • Authorized e-file provider

NEW AGAIN THIS YEAR for 2024 ALL clients will have Protection PLUS Audit Assistance for a fee of $10.00 added to your FEE. Check out what is Protection PLUS Audit Assistance 

Accepted forms of payments are: cash and check (NO Credit Cards).

Member in good standing with NATP (National Association of Tax Professionals), MaSEA (Massachusetts Society of Agents) and NAEA (National Association of Enrolled Agents).

In order to keep my fees the most reasonable in the area. Payment is due in full when professional services are rendered unless previous payment arrangements are made. All others who require a reminder will have a 5% surcharge added to their invoice. Thank you for your your patronage! Starting 2024 a $25 fee will be charged for each copy of tax return(s) requested. When return is prepared EVERYONE receives a copy, KEEP it for your records.

IRS resources

  • The IRS no longer provides a refund cycle chart; however, it will continue to update Where’s My Refund?
  • Need to mail a tax return? Check out Where to File a Paper Tax Return.
  • Do you dread calling the IRS? Refer to the list on the right side of the IRS Serve Your Clients webpage to direct your call to the right place.
  • Search per diem rates by city, state or zip code using the Per Diem Rates tool.
  • Determine if your client is eligible to settle tax debt for less than the full amount owed with the Offer In Compromise Pre-Qualifier tool.
  • The Where’s My Amended Return tool provides the status of a Form 1040-X for the current year and up to three prior years. It generally takes up to 16 weeks from the date received to process an amended return (although the IRS notes that it’s been taking closer to 20 weeks with recent delays).