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Angela Leo, CPA

Accountant

5.0(4 Google reviews)
607 North Ave Door 17 Second Floor, Wakefield, MA 01880
IRS-Verified CPA

ANGELA T. LEO, CPA

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Wakefield

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Angela Leo

Angela Leo, CPA operates from 607 North Ave Door 17 Second Floor, Wakefield, MA 01880 in Wakefield, 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 Bookkeeping. On Google Business Profile, the firm is categorized as an accountant. Public Google reviews show a 5-star rating across 4 ratings.

For taxpayers in Wakefield, 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 Angela Leo

ANGELA T. LEO, CPA is a Certified Public Accountant firm situated in Wakefield, Massachusetts. The practice is dedicated to providing essential financial record-keeping services to individuals and businesses within Wakefield and the surrounding communities. As a CPA, Angela T. Leo focuses on the critical area of bookkeeping, which forms the foundation of sound financial management. This specialization ensures that clients have meticulously organized and accurate financial data, crucial for understanding their economic position. The firm supports clients by maintaining clear records of income, expenses, and transactions, which is vital for both operational insights and compliance purposes. By concentrating on bookkeeping, ANGELA T. LEO, CPA helps clients establish a robust financial framework, enabling them to make informed decisions and manage their finances effectively. The firm is committed to delivering precise and reliable financial organization tailored to meet the specific needs of each client.

Services Angela Leo offers

ANGELA T. LEO, CPA specializes exclusively in providing comprehensive bookkeeping services, which are fundamental for maintaining accurate and organized financial records. This core service is designed to assist both individuals and businesses in managing their financial transactions systematically. Bookkeeping involves the meticulous recording of all financial activities, including sales, purchases, receipts, and payments. For clients, this means ensuring that every financial entry is correctly categorized and posted, providing a clear and current overview of their financial health. The firm handles tasks such as bank reconciliations, ledger maintenance, and the preparation of financial summaries. These services are crucial for monitoring cash flow, tracking profitability, and ensuring that all financial data is ready for tax preparation and other reporting requirements. By entrusting their bookkeeping to ANGELA T. LEO, CPA, clients can gain valuable insights into their financial performance and make more informed decisions. The firm's dedicated approach to financial record-keeping helps streamline administrative processes and supports overall financial stability for its clients.

Areas served

Wakefield, MAReading, MAStoneham, MAMelrose, MALynnfield, MASaugus, MA

Frequently Asked Questions

Does ANGELA T. LEO, CPA accept new bookkeeping clients?

Yes, ANGELA T. LEO, CPA welcomes inquiries from prospective clients seeking professional bookkeeping services. We encourage you to contact us to discuss your specific financial record-keeping needs and how we can assist you.

What information should I prepare for an initial bookkeeping consultation?

For an initial consultation, it is helpful to gather any existing financial records you have, such as bank statements, receipts, and previous financial summaries. This information helps us understand your current bookkeeping situation.

How does the firm handle client communication and document exchange?

We utilize secure and efficient methods for communication and document exchange to ensure your financial information is handled confidentially. Specific processes for sharing documents can be discussed upon engagement.

What is the typical turnaround time for bookkeeping tasks?

Turnaround times for bookkeeping tasks can vary depending on the volume and complexity of your financial transactions. We work with each client to establish a realistic and efficient schedule for their record-keeping needs.

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

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