Zielonka Financial Services LLC

Tax Preparer
Newton Massachusetts 02458

888-967-1040 Click to dial

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Managing your taxes should be part of every financial plan!

Contact Details

  • Business
  • Zielonka Financial Services LLC
  • Logo
  • Zielonka Financial Services LLC Company Logo by Zielonka Financial Services LLC in Newton MA
  • Year Established:
  • 1996
  • Online Social Profiles
  • Phone Number
  • 888-967-1040
  • Location
  • 382 Watertown St
    Newton, MA 02458
    United States

Professional Background

  • Hours of Operation
  • My office is open year-round. I see clients on weekdays from 8:00 AM to 5:00 PM and on the weekends, by appointment. If your schedule is tight, I also see clients by appointment at other times. During tax season, I see clients from 7:30 AM to 8:30 PM Monday through Friday, and 8:00 AM to 5:00 PM on weekends.
  • Accepted Forms of Payments
  • I prefer payment by check, MasterCard, Visa and American Express. During tax season, current year tax preparation fees may also be paid using your tax refund.
  • Fee Structure
  • I base my fees on the complexity of your return, which affects the amount of time it takes to prepare them. I reduce fees for dependents' simple returns (W-2 only) and offer new clients incentives from time to time. Of course, new clients are always welcome, but I can devote more time to them in February than in April! I do not charge clients for a brief consultation or estimate.
  • Credentials
  • EA (Enrolled Agent, licensed by the Internal Revenue Service)
    CFP (Certified Financial Planner, authorized by the CFP Board of Standards)
  • Honors & Awards
  • Director, Massachusetts Society of Enrolled Agents
    Member, National Association of Enrolled Agents
    Member, Financial Planning Association
    Member, Financial Planning Association of Massachusetts

More About Zielonka Financial Services LLC

"Anyone may arrange his affairs so that his taxes shall be as low as possible. There is no obligation to yield the maximum to the Internal Revenue Service."  - Judge Learned Hand

I enjoy minimizing my clients' obligations and maximizing their refunds. If you enjoy giving the government more than they require, it should be done with your full knowledge and understanding. However, if you prefer to support yourself and your family; if you prefer to  fund your child's education; if you prefer to save for retirement,  live in a larger home; travel; set money aside for future generations; or support the charitable cause of your choice, my role is to "arrange your taxes" to help make that happen.

Call or email for a free client handout on any of the following tax topics:

Capital Gains - Education Benefits - Paying Estimated Taxes - IRS Notices - Moving Expenses - Multi-State Taxation - Employer Stock Options - Sale of Home

Kinds of IRA's -Taxable Social Security - Roth IRA's - Social Security and Medicare

Free Consultations before December 15 (limited to 1 tax year and 30 minutes)

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