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Robert Poirier, CPA

Certified public accountant

7 Prince Pl 3rd Floor, Newburyport, MA 01950
IRS-Verified CPA

Ambrosi Donahue Congdon & Co., P.C.

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in Newburyport

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Robert Poirier

Robert Poirier, CPA operates from 7 Prince Pl 3rd Floor, Newburyport, MA 01950 in Newburyport, 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. On Google Business Profile, the firm is categorized as a certified public accountant.

For taxpayers in Newburyport, 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 Robert Poirier

Ambrosi Donahue Congdon & Co., P.C. is a Certified Public Accountant (CPA) firm situated in Newburyport, Massachusetts, offering professional accounting services to individuals and businesses. The firm's practice is centered on providing essential financial support to its local clientele within Newburyport and the surrounding areas. With specializations in Tax Preparation and Bookkeeping, Ambrosi Donahue Congdon & Co., P.C. focuses on two critical aspects of financial management. They assist clients in navigating the complexities of tax regulations, ensuring compliance and accurate filing for various tax situations. Additionally, the firm supports businesses in maintaining organized and precise financial records, which is fundamental for informed decision-making, operational efficiency, and future planning. This approach allows the firm to serve as a reliable resource for those seeking foundational accounting expertise for their personal or business financial needs, helping them manage their financial responsibilities effectively.

Services Robert Poirier offers

Ambrosi Donahue Congdon & Co., P.C. provides focused accounting services designed to support both individual and business clients in managing their financial responsibilities. Tax Preparation: This specialization involves the comprehensive preparation and accurate filing of various tax returns, including federal, state, and local income taxes for individuals, small businesses, and other entities. The firm meticulously reviews financial information to identify all applicable deductions, credits, and compliance requirements, working to minimize tax liabilities while ensuring adherence to current tax laws. This service aims to simplify the annual tax filing process for clients, providing peace of mind that their obligations are met correctly and efficiently. Bookkeeping: The bookkeeping service assists businesses in maintaining accurate, organized, and up-to-date financial records on an ongoing basis. This typically includes recording all financial transactions, managing accounts payable and receivable, reconciling bank and credit card statements, and categorizing expenses. Proper bookkeeping provides a clear and current picture of a business's financial health, which is essential for informed decision-making, operational efficiency, and strategic planning. It also serves as the foundational data required for accurate financial statements and streamlined tax preparation.

Areas served

Newburyport, MAAmesbury, MASalisbury, MARowley, MAIpswich, MAMerrimac, MA

Frequently Asked Questions

How do I begin working with Ambrosi Donahue Congdon & Co., P.C.?

Prospective clients can contact our office to discuss their specific tax or bookkeeping needs. We can then determine how our services align with your requirements and outline the next steps for engagement.

What information should I prepare for tax preparation services?

For tax preparation, please gather all relevant income statements (W-2s, 1099s), deduction records (mortgage interest, charitable contributions), and any other financial documents pertinent to your tax situation. A comprehensive list can be provided upon initial consultation.

Can Ambrosi Donahue Congdon & Co., P.C. assist with electronic filing?

Yes, we utilize electronic filing for tax returns whenever possible and appropriate. This method helps ensure efficient processing and faster receipt of any refunds, while also providing confirmation of successful submission.

How does the firm approach pricing for its services?

Our pricing structure is based on the scope and complexity of the services required. We aim to provide clear information regarding fees after an initial assessment of your specific tax preparation or bookkeeping needs.

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

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