3 Waban St
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Wellesley hasn't published exact rates. Get a personalized quote for accurate numbers.
Jeffrey Schwartz, CPA operates from Wellesley, MA 02482 in Wellesley, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As a CPA licensed in Massachusetts, the practice is authorized to provide attestation, tax representation, and advisory services within the state's regulatory framework.
Reported areas of practice include Tax Preparation, and Bookkeeping.
For taxpayers in Wellesley, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.
3 Waban St is a Certified Public Accountant (CPA) firm situated in Wellesley, Massachusetts, dedicated to serving the financial needs of its clients. The firm offers professional accounting expertise to individuals and businesses within the local community and surrounding regions. With a focus on core financial compliance and organizational support, 3 Waban St provides services designed to help clients manage their fiscal responsibilities effectively. The practice specializes in comprehensive Tax Preparation, assisting with the accurate and timely filing of various tax returns and ensuring adherence to current tax regulations. Furthermore, the firm offers essential Bookkeeping services, which are crucial for maintaining clear and organized financial records. These services support clients in understanding their financial position, making informed decisions, and streamlining their operational efficiency. By providing these foundational accounting services, 3 Waban St aims to be a reliable resource for financial management in Wellesley, MA.
3 Waban St provides focused accounting services to meet the essential financial needs of its clients, ensuring compliance and organized financial management. Our Tax Preparation specialization involves the meticulous preparation and accurate filing of various tax returns for individuals, small businesses, and other entities. This service ensures adherence to current federal, state, and local tax laws, aiming for precision and timely submission to relevant authorities, thereby helping clients avoid penalties and understand their tax obligations. We assist clients in gathering necessary documentation, accurately calculating liabilities or refunds, and navigating the complexities of evolving tax regulations to optimize their tax position. Our Bookkeeping services are designed to help clients maintain organized and up-to-date financial records on an ongoing basis. This includes systematically recording daily financial transactions, reconciling bank statements to ensure accuracy, and managing accounts payable and receivable efficiently. Effective bookkeeping provides a clear and current picture of a client's financial health, supporting robust internal financial management, facilitating budget planning, and significantly simplifying the year-end tax preparation process. These foundational services are crucial for maintaining operational efficiency, making informed business decisions, and ensuring financial transparency for both individuals and businesses.
We welcome inquiries from prospective clients. Please contact our office to discuss your specific tax preparation or bookkeeping needs and to determine how we can best assist you.
For tax preparation, clients typically provide income statements (W-2s, 1099s), deduction records, and previous year's tax returns. A detailed list of required documents can be provided upon engagement.
As a CPA firm, we adhere to strict professional ethics and confidentiality standards. All client information shared with us is treated with the utmost privacy and security.
Turnaround times for tax preparation can vary based on the complexity of your financial situation and the time of year. We strive for efficient processing and will communicate expected timelines clearly.
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