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Theresa Robertson, EA

Accountant

5.0(1 Google review)
425 Union St # C7, West Springfield, MA 01089
IRS-Verified Enrolled Agent

Accountaides Inc

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in W Springfield

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

AICPA national averages — W Springfield hasn't published exact rates. Get a personalized quote for accurate numbers.

About Theresa Robertson

Theresa Robertson, EA operates from 425 Union St # C7, West Springfield, MA 01089 in W Springfield, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As an Enrolled Agent, the practice is licensed by the U.S. Department of the Treasury to represent taxpayers before any IRS office — including audits, collections, and appeals — a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.

Reported areas of practice include Bookkeeping. On Google Business Profile, the firm is categorized as an accountant. Public Google reviews show a 5-star rating across 1 ratings.

For taxpayers in W Springfield, 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.

More about Theresa Robertson

Accountaides Inc is a financial services firm situated in W Springfield, Massachusetts, serving the local community and nearby regions. The firm operates with an Enrolled Agent (EA) credential, signifying authorization to represent taxpayers before the Internal Revenue Service. Accountaides Inc specializes in providing comprehensive bookkeeping services. This focus indicates a commitment to assisting individuals and businesses with the fundamental task of maintaining accurate and organized financial records. Clients seeking support with transaction recording, ledger maintenance, and financial reporting can find assistance here. The firm's dedication to bookkeeping helps ensure that financial data is meticulously managed, providing a clear picture of financial health. This support is crucial for operational efficiency, strategic planning, and preparing for tax obligations, allowing clients to concentrate on their primary activities while their financial records are professionally handled.

Services Theresa Robertson offers

Accountaides Inc provides dedicated bookkeeping services, which are essential for maintaining clear and accurate financial records for both individuals and businesses. Bookkeeping encompasses the systematic recording of all financial transactions, forming the bedrock of sound financial management. This service includes diligently tracking income and expenses, ensuring that every financial movement is correctly categorized and entered into the accounting system. Clients benefit from professional management of their general ledger, where all financial data is consolidated, providing a comprehensive overview of financial activities. The firm also handles bank reconciliations, a critical process that matches bank statements with internal records to identify and resolve any discrepancies, ensuring the accuracy of cash balances. Furthermore, Accountaides Inc assists with managing accounts payable, ensuring timely payment of bills, and accounts receivable, tracking money owed to the client. These services contribute to the creation of reliable financial statements, such as income statements and balance sheets, which are vital tools for assessing financial performance and making informed strategic decisions. Accurate and up-to-date bookkeeping also significantly streamlines the tax preparation process, helping clients meet their compliance obligations efficiently and avoid potential issues. By focusing on these core bookkeeping functions, Accountaides Inc supports clients in maintaining organized financial health, allowing them to focus on their core activities with confidence in their financial data.

Areas served

W Springfield, MASpringfield, MAAgawam, MALongmeadow, MAHolyoke, MAChicopee, MAWestfield, MA

Frequently Asked Questions

Does Accountaides Inc accept new bookkeeping clients?

We welcome inquiries from prospective clients seeking bookkeeping services. Please contact us to discuss your specific needs and how we can assist you with your financial record-keeping.

What information should I prepare for bookkeeping services?

To begin, clients typically provide bank statements, credit card statements, and any relevant receipts or invoices. We will guide you on the specific documents needed based on your business or individual financial activities.

How does Accountaides Inc handle client data security?

Protecting your financial information is a priority. We utilize secure methods for data handling and storage, adhering to professional standards to safeguard your sensitive financial records.

What is the typical turnaround time for bookkeeping tasks?

Turnaround times can vary depending on the volume and complexity of transactions. We strive to process information efficiently and will communicate expected timelines for your specific bookkeeping needs.

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Data sourced from Massachusetts Board of Public Accountancy. Profile not verified by TaxScout.

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