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Sophie Dunn, CPA

Accounting firm

1.0(2 Google reviews)
1 Highwood Dr, Tewksbury, MA 01876
Licensed Tax Preparer

Baker Tilly

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Tewksbury

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Sophie Dunn

Sophie Dunn, CPA operates from 1 Highwood Dr, Tewksbury, MA 01876 in Tewksbury, 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 Bookkeeping. On Google Business Profile, the firm is categorized as an accounting firm. Public Google reviews show a 1-star rating across 2 ratings.

For taxpayers in Tewksbury, 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 Sophie Dunn

Baker Tilly is a dedicated tax professional firm located in Tewksbury, Massachusetts, serving the financial needs of individuals and businesses within the local community and surrounding regions. As a tax professional, the firm provides essential guidance and services designed to help clients effectively manage their tax obligations and financial reporting requirements. A core specialization of Baker Tilly is bookkeeping, which involves maintaining accurate and organized financial records. This focus on meticulous record-keeping is crucial for clients to gain a clear understanding of their financial transactions, track performance, and ensure compliance with various regulations. The firm's services are particularly beneficial for small to medium-sized businesses and individuals who require structured financial management to support their operations and prepare for tax season. By concentrating on precise bookkeeping and tax support, Baker Tilly assists clients in achieving greater financial clarity and stability, enabling them to navigate their financial landscape with confidence and efficiency.

Services Sophie Dunn offers

Baker Tilly specializes in providing comprehensive bookkeeping services, a foundational element for sound financial management for both individuals and businesses. This essential service encompasses the systematic recording of all financial transactions, ensuring that every income and expense is accurately documented. Key aspects of bookkeeping include managing general ledgers, categorizing transactions, and performing regular reconciliations of bank and credit card statements. These processes are vital for maintaining up-to-date financial records, which in turn provide a clear and precise overview of an entity's financial position. Through diligent bookkeeping, clients gain the ability to effectively monitor cash flow, track profitability, and identify spending patterns, all of which are critical for informed decision-making. Organized financial records also streamline the preparation of essential financial statements, such as income statements and balance sheets, offering a snapshot of financial health at any given time. Moreover, robust bookkeeping significantly simplifies the annual tax preparation process, helping to ensure compliance with tax regulations and facilitating the identification of all eligible deductions and credits. The meticulous nature of these services also contributes to audit readiness, providing verifiable records should they be required. Baker Tilly's bookkeeping services are designed to provide clients with the financial clarity, organization, and reliable data necessary to support their operational goals, meet reporting obligations, and foster long-term financial stability.

Areas served

Tewksbury, MAAndover, MALowell, MABillerica, MAWilmington, MADracut, MANorth Reading, MA

Frequently Asked Questions

Does Baker Tilly accept new clients for tax and bookkeeping services?

Yes, Baker Tilly welcomes inquiries from prospective clients seeking tax professional and bookkeeping services. We encourage you to contact us to discuss your specific financial needs and how we can assist you.

What information should I prepare for my initial consultation regarding bookkeeping?

For an initial discussion about bookkeeping, it's helpful to bring any existing financial records, such as bank statements, credit card statements, and a summary of your current accounting practices, if applicable. This helps us understand your situation.

How does Baker Tilly handle client data security and confidentiality?

Protecting your financial information is a priority. We adhere to professional standards and utilize secure practices to ensure the confidentiality and integrity of all client data entrusted to us.

What is the typical turnaround time for bookkeeping tasks or financial reports?

Turnaround times can vary depending on the complexity and volume of transactions. We work efficiently to process your financial data and will discuss expected timelines with you based on your specific requirements.

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

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