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Patricia Souza, CPA

Certified public accountant

1.0(2 Google reviews)
280 Hillside Ave, Needham, MA 02494
Licensed Tax Preparer

Amalie Ann George CPA PC

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in Needham Hgts

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Patricia Souza

Patricia Souza, CPA operates from 280 Hillside Ave, Needham, MA 02494 in Needham Hgts, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. The preparer is registered with the IRS via the Preparer Tax Identification Number (PTIN) system to file federal returns on behalf of clients.

Reported areas of practice include Tax Preparation, and Bookkeeping. On Google Business Profile, the firm is categorized as a certified public accountant. Public Google reviews show a 1-star rating across 2 ratings.

For taxpayers in Needham Hgts, 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 Patricia Souza

Amalie Ann George CPA PC is a tax professional firm situated in Needham Hgts, Massachusetts, serving the financial needs of individuals and businesses. The practice is dedicated to offering focused and reliable financial services within the local community. As a credentialed tax professional, Amalie Ann George CPA PC brings expertise to various tax scenarios, ensuring accurate preparation and compliance with current regulations. The firm's primary offerings include comprehensive Tax Preparation, where clients receive assistance with federal, state, and local tax filings. Beyond tax matters, Amalie Ann George CPA PC also provides essential Bookkeeping services. These services are designed to help clients maintain organized and precise financial records, supporting informed decision-making and efficient financial management. The firm operates from its Needham Hgts location, committed to delivering professional financial guidance that helps clients manage their financial responsibilities effectively.

Services Patricia Souza offers

Amalie Ann George CPA PC specializes in two core areas: Tax Preparation and Bookkeeping. Our Tax Preparation services are designed to assist individuals and businesses in navigating the complexities of tax codes. This involves preparing and filing various tax returns, including federal, state, and local income taxes. We work to ensure that all necessary documentation is accurately compiled and submitted, aiming for compliance with current tax laws. Whether you are an individual with straightforward filing needs or a business with more intricate tax requirements, our approach focuses on precision and thoroughness. We help clients understand their obligations and ensure their returns are completed correctly. For businesses, our Bookkeeping services provide a foundational element for sound financial management. This includes recording financial transactions, managing ledgers, and reconciling accounts. Accurate bookkeeping is crucial for tracking income and expenses, monitoring cash flow, and preparing for tax season. By maintaining organized and up-to-date financial records, businesses can gain clearer insights into their financial performance. Our bookkeeping support helps clients keep their financial data in order, which can simplify financial reporting and aid in operational planning. These services are tailored to support the ongoing financial health and compliance of the businesses we serve.

Areas served

Needham Hgts, MANeedham, MAWellesley, MANewton, MADedham, MAWestwood, MA

Frequently Asked Questions

What types of tax returns does Amalie Ann George CPA PC prepare?

We prepare federal, state, and local income tax returns for individuals and businesses. Our services cover various filing requirements to ensure compliance.

How can bookkeeping services benefit my small business?

Bookkeeping helps maintain organized financial records, track income and expenses, and monitor cash flow. This provides clear financial insights and simplifies tax preparation.

Do I need to gather specific documents before my tax preparation appointment?

Yes, it is helpful to bring all relevant income statements, expense records, and previous tax returns. A checklist can be provided to guide you.

Can Amalie Ann George CPA PC assist with ongoing bookkeeping throughout the year?

Yes, our bookkeeping services are available on an ongoing basis to help businesses maintain accurate financial records consistently, not just at year-end.

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

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