Accountant
Bookkeeping & Tax Firm, LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Gardner hasn't published exact rates. Get a personalized quote for accurate numbers.
Henry Lwanga, CPA operates from 58 James St, Gardner, MA 01440 in Gardner, 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, and Tax Preparation. On Google Business Profile, the firm is categorized as an accountant. Public Google reviews show a 5-star rating across 85 ratings.
For taxpayers in Gardner, 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.
Bookkeeping & Tax Firm, LLC operates as a dedicated tax professional firm situated in Gardner, Massachusetts. The firm is focused on providing fundamental financial services to individuals and businesses within the local community and its neighboring areas. As a tax professional, Bookkeeping & Tax Firm, LLC specializes in assisting clients with their bookkeeping requirements and ensuring thorough and accurate tax preparation. The firm is committed to delivering reliable support for managing financial records, helping clients maintain clarity in their finances, and navigating the often-complex landscape of tax regulations. This commitment aims to alleviate the burden of financial administration for clients, allowing them to focus on their primary activities. The firm's role is to support the financial health and compliance of its clients through diligent service. Located in Gardner, MA, the firm serves residents and businesses seeking professional and dependable assistance with their financial and tax-related responsibilities.
Bookkeeping services at Bookkeeping & Tax Firm, LLC are designed to help individuals and businesses maintain organized and accurate financial records. This includes recording financial transactions, reconciling bank statements, and managing accounts payable and receivable. Proper bookkeeping provides a clear picture of financial health, which is crucial for informed decision-making and efficient operations. By handling these routine financial tasks, the firm helps clients save time and reduce the potential for errors, ensuring that their financial data is always up-to-date and ready for review or tax purposes. Organized books also simplify the tax preparation process and can assist in identifying areas for financial improvement. Tax Preparation services offered by Bookkeeping & Tax Firm, LLC cover a range of needs for both individuals and businesses. As a tax professional, the firm assists clients in preparing and filing their annual income tax returns, ensuring compliance with current tax laws and regulations. This involves gathering necessary financial documents, accurately calculating income and deductions, and completing all required forms. The goal is to help clients meet their tax obligations while ensuring all applicable credits and deductions are considered. The firm stays informed about changes in tax legislation to provide relevant guidance during the preparation process. Whether for personal income taxes or business tax filings, Bookkeeping & Tax Firm, LLC aims to make the tax preparation experience straightforward and accurate for its clients in Gardner, MA, and surrounding communities.
For individual tax preparation, common documents include W-2s, 1099s, statements of income and expenses, and records of deductions. Business clients should bring their financial statements, payroll records, and any relevant tax forms from the previous year.
Professional bookkeeping helps maintain accurate financial records, which is essential for tracking income and expenses, managing cash flow, and making informed business decisions. It also simplifies the tax preparation process and ensures compliance.
Yes, Bookkeeping & Tax Firm, LLC provides tax preparation services for both individuals and various types of businesses. We assist with filing annual income tax returns and ensuring compliance with current tax regulations for both personal and business entities.
We typically begin with an initial discussion to understand your specific bookkeeping needs and current financial setup. From there, we can outline a plan for regular record-keeping, transaction categorization, and financial reporting tailored to your requirements.