Pinehills Tax Services 

Accurate & Affordable Tax Preparation You Can Rely On

Trust Worthy

We work hard to make sure that you receive the maximum refund possible.  

Experienced

We prepare hundreds of returns each year and have special expertise in filing senior returns.

Professional

All of our counselors must go through rigorous training every year on IRS tax regulations. 

Serving Plymouth MA & Surrounding Communities

Pinehills Tax Flash !

Don’t forget to take your Required Minimum Distributions (RMDs) from your retirement accounts by December 31, 2021. If you were 70 1/2 before 2020, RMDs are required. If you were born on July 1, 1949 or later you can wait until age 72. 

Also, we are pleased to announce an enhancement to our Seniors Helping Seniors program. Pinehills Tax Services will be partnering with Turning 65 Consulting to help you navigate the complex world of insurance and to make it easier to optimize your medical insurance coverage for the 2022 Annual Enrollment Program (AEP). Scroll down this page and check it out.

AND, a big shout out to Jeannie Carlson for the publication of her new book – Landmarks in the Sand.

WHAT WE DO

Individual & Self Employed Financial Services

Individual & Self Employed Taxes

Pinehills Tax Services focuses on individual and small business tax returns and has special expertise preparing senior (55+) returns.

We provide a convenient level of service:

  • meet at your preferred location
  • review your situation
  • professionally prepare your return
  • you sign & we e-file

Financial Planning for Survivability

Today, the world around us moves at such breakneck speed, that it is impossible to gain control of your financial situation. You don’t know who to trust and almost every other phone call is a scam to steal your money or identity. 

If you are having difficulty keeping pace with your financial survivability for whatever reason, we can help you develop strategies and  discipline…

Seniors Helping Seniors

As seniors ourselves, PTS has embarked upon a program to help person(s)-in-need. Many of these individuals have experienced a traumatic life changing event and have no one to turn to for help. Oftentimes, they are:

  • facing foreclosure
  • incapable of managing their money
  • struggling with debt obligations
  • alone with no support network
  • and much, much more….

Resources & Calculators

Useful Resources for Financial Management & Forecasting

RMD Calculator

Don’t forget to take your Required Minimum Distributions (RMDs) from your retirement accounts by December 31, 2021. If you were 70 1/2 before 2020, RMDs are required. If you were born on July 1, 1949 or later you can wait until age 72. Checkout the latest IRS rules for RMDs

Mortgage Calculator

Buying a home is the largest purchase most people will make in their lifetime, so you should think carefully about how you’re going to finance it. Setting a budget upfront — long before you look at homes — can help you avoid falling in love with a home you can’t afford. That’s where a simple mortgage calculator can help.

Investment Calculator

Whether you’re considering getting started with investing or you’re already a seasoned investor, an investment calculator can help you figure out how to meet your goals. It can show you how your initial investment, frequency of contributions and risk tolerance can all affect how your money grows.

Gross Up Payment Calculation

Withdrawing money from a qualified retirement plan, such as a Traditional IRA, 401(k) or 403(b) plans, among others, can create a sizable tax obligation. If you are under 59 1/2 you may also be subject to a 10% early withdrawal penalty. Use this calculator to gross up your net payment amount so that taxes are taken into account.

Preferred Providers

Elaine Buonvicino

Elaine Buonvicino is an independent insurance agent focusing on individuals entering into retirement and retirees. Elaine will work with you in Individual Medicare Planning, Group Medicare Planning, Life Insurance, Dental & Vision, Senior Travel Insurance, and Hospital Indemnity Insurance.

Elaine’s past business experience has been as a Financial Advisor, Life Insurance Advisor, and business owner.  Her financial and business experience have given her a professional background to help individuals move into retirement years.  Getting a personalized Medicare Plan in place and reviewing it yearly is an important component of living comfortably in retirement.  Elaine has the knowledge and compassion to work successfully with you in developing a Medicare plan which fits your medical and financial needs.

Medicare Plans You Can Count On

Medicare Advantage

Medicare Advantage plans are new health care options that are part of the Medicare program. Coverage may include Medicare Part D prescription drug coverage as well as hospital, doctor, skilled nursing, and other medical services.

Medicare Supplement

A Medicare Supplement (Medigap) insurance, sold by private companies, can help pay some of the health care costs that Original Medicare doesn’t cover, like copayments, coinsurance, and deductibles.

Medicare Part D

Medicare Part D is the federal government’s prescription drug program that covers both brand-name and generic prescription drugs at participating pharmacies in your area

Medicare Annual Enrollment
is Here !

Contact Elaine today and let her explain your best Medicare coverage options for 2022.

Walmarts – Old Colony Place:
visit Elaine at her Kiosk in Walmarts

Email: elaine@turning65consulting.com

Call: (781) 934-4696

Fair & Transparent Pricing

All Returns include:

  • Form 1040/1040SR
  • MA Form 1 2021
  • Standard Deduction
  • e-file

Senior Saver

In 2020, as part of our Seniors Helping Seniors initiative, we introduced the Senior Saver tax return in South meadow Village in Carver, MA. The Senior Saver return is for 55+ communities only and provides:

  • Convenience – no office visits (we come to you)
  • Accuracy – we prepare hundreds of senior returns every year
  • Fair & Transparent Pricing – you know what you will pay upfront
  • All sources of Income + (1) Brokerage Statement
  • Massachusetts Circuit Breaker Credit

Contact us to learn how your 55+ community can take advantage of these benefits today.

 Tax Preparation – Additional Charges

We will only charge you for additional services that are necessary to accurately  file your return, such as:

  • Simple Business Income (Schedule C)
  • Itemized Deductions (Schedule A)
  • Qualified Business Income Deduction
  • Paid Preparer’s Due Diligence Check List (Form 8867)
  • Tax Credits: EITC, CTC, ACTC, ODC, AOTC
  • HOH filing status
  • Additional State Return
  • 1099-B Broker Statement(s) – Investment Income
  • Sale of Home
  • Individual Situations That Require Additional Preparation Time

 

Jeannie Carlson – Landmarks in the Sand

I have to give a big shout out to my sister-in-law Jeannie Carlson for the publication of her new book Landmarks in the Sand. Her composite of 44 poems accompanied by a color photograph refer, in one way or another, to life experences in St. Petersburg, Florida, where the author has lived for more than 30 years.

Read Bill DeYoung’s interview “Jeannie Carlson explores St. Pete with the soul of a poet“. Landmarks in the Sand is available from St. Petersburg Press and can be purchased online and at most retail outlets.