Ok,
Hopefully this business is no longer running. As a former tax professional, Wolfe would have had to have been at least an Enrolled Agent with the IRS. Wedge could then work for him. I don't know anything about Wolfe. If he's a CPA, he can prepare bank requests for Financial Statements as well as tax returns, review and sign off.
Financial statements also come with a narrative about how the business is doing.
IF neither of them had a credential listed above, they could only work on bookkeeping services. The only person to SIGN a tax return would be the customer who would take full liability for the accuracy of the return.
Again I don't know how this business was run but I've seen complaints. Businesses are held to a much higher standard.
I'm not talking about the daughter or son helping their parents file privately. Many families do this and as long as the owner of the tax return signs it, you're fine. If you make a mistake you will receive a letter and either agree or disagree with the findings. I do not advise those who have no tax experience to rely on programs such as turbo tax unless all you have is a W-2, excise
tax, mortgage and/or donations.
Make sure MA is taking a rental deduction if you rent, and is not taxing you on regular MA bank interest on your checking account for example. Finally, make sure you have entered your proof of medical insurance in your MA return to avoid penalties.
If you have any more than this, please consult a tax professional in the case of rental property, stocks/bonds, etc. The list is longer. read more