Owen Financial Services is a one stop location for all your tax and financial needs.  Recently opened in Bellingham, MA, the company is owned and operated by Jeanne Owen. I offer tax preparation, bookkeeping, payroll and investment and savings options.

BOOKKEEPING - I have been a bookkeeper for 25 years, 14 of those years I had my own bookkeeping business as well as working for mid-sized corporations.  I am very knowledgeable in the day to day accounting needs of receivables and payables, payroll, and the very complex preparation of the books for presentation to your tax preparer for the annual income tax returns.  I can set up monthly, quarterly or annual packages to suit your individual needs.

TAX PREPARATION - I worked for a major large tax preparation firm for 13 years.  I am qualified to prepare federal and state returns for all individuals regardless of the complexities, corporations, partnerships, trusts and estates.  I offer prompt service and competitive pricing.  Most individual returns can be prepared while you wait, or you can drop off the material and set up an appointment to return to pick it up and review.  Information to prepare the return can also be mailed, faxed or emailed to me.

FINANCIAL- 10 Years ago, I obtained my securities license and have been helping my clients save for their future.  Offering retirement plans, education savings options and general investment savings accounts.  Knowing the tax and financial side of the business gives me some unique insight to how your financial decisions will effect your tax situations. 

I am well aware of the hard times that some families are going through with the econmic times the way they are.  Having raised three children with my husband of 39 years and watching those children raise my 10 grandchildren,  I know the day to day struggles of making ends meet.  Recently, I also learned the important need for preparing for your retirement.  Sometimes, it comes a little sooner than planned. Do you want to have a quiet time gardening or do you want to travel?  These are all questions that need to be addressed, and they can't wait until you are ready to retire.  Planning for your children's education also needs to be addressed at an early stage.  Are you going to pay for part of their education or all of the college bills?  Will you qualify for financial aid?  Where is the best place to put your money taking into account your tax situation? What are the tax advantages of different plans? Have you thought about what will happen to your family in the event you become ill or get into an accident? Do you have life insurance, disability insurance or long term care insurance? 

Please give me a call to set up an appointment so we can discuss your needs and concerns.