Basic
$350
($250 for age < 22)
W-2 income
Form 1040
Schedule 1-3
8959
At Wellesley Tax and Consulting, LLC, we’re not your typical tax firm. Based in Wellesley, MA, we offer boutique, one-on-one tax preparation and planning services tailored to individuals with complex financial lives.
Our clients are professionals, consultants, and freelancers navigating issues such as stock sales, real estate investments, home office deductions, charitable giving, flexible spending accounts, student loans, and college tuition payments. Whether you're self-employed or managing multiple income streams, we're here to help you make sense of it all.
What sets us apart? You work directly with the owner—every step of the way. There are no handoffs to junior staff or outsourced teams. We take the time to understand your full financial picture, not just plug numbers into software. That means smarter, more strategic tax planning—not just tax filing.
Let’s turn your tax situation into an opportunity for savings and clarity.
MA State Return Included; E-filing Included
Philip brings a unique blend of analytical precision and real-world tax experience to his practice. Trained as a software engineer, he holds a master’s degree in Computer Science and spent years applying his problem-solving skills in the tech industry before turning his passion for U.S. tax law into a profession.
For over two decades, Philip has prepared tax returns and offered tax guidance to family and friends, successfully filing more than 100 returns. In 2025, he became a federally licensed Enrolled Agent (EA)—a designation earned through rigorous IRS testing that authorizes him to represent and advise taxpayers in all 50 states.
While CPAs focus broadly on accounting and auditing and are licensed by individual states, EAs specialize exclusively in taxation and are recognized at the federal level. When it comes to tax preparation and strategy, EAs provide the same high level of expertise and representation as CPAs.
Philip now dedicates his practice to helping individuals—especially those with freelance income, investments, and complex financial situations—navigate their taxes with clarity, strategy, and confidence.
Work directly with the owner for tailored tax solutions.
Over 20 years of experience in individual tax returns.
Maximize your earnings with strategic tax advice.
Enjoy in-home visits for a comfortable, face-to-face experience. Zoom meeting supported.
We specialize in personalized tax preparation and planning for individuals, ensuring speed and accuracy in your tax returns.
No, we are Enrolled Agent(EA). Not all CPAs handle tax issues. CPAs often offer a wide range of services, including accounting and auditing. EAs specialize exclusively in taxation. EA status is the highest credential the IRS awards. EAs have unlimited rights to represent taxpayers before the IRS for audits, collections, and appeals.
Yes, we value face-to-face connections and proudly offer in-home visits for your convenience.
We prioritize your confidentiality and take all necessary measures to protect your personal and financial information during the tax process.
Unlike larger firms, we don’t outsource your work. You’ll work directly with the owner, ensuring clear communication and high-quality service.
Yes, we provide E-File so you can get your refund fast.