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Brian O'Keefe, CPA

Professional services

4.2(5 Google reviews)
200 Broadway STE 106, Lynnfield, MA 01940
Licensed Tax Preparer

Bucci & Associates

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Lynnfield

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Brian O'Keefe

Brian O'Keefe, CPA operates from 200 Broadway STE 106, Lynnfield, MA 01940 in Lynnfield, 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. On Google Business Profile, the firm is categorized as a professional services. Public Google reviews show a 4.2-star rating across 5 ratings.

For taxpayers in Lynnfield, 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 Brian O'Keefe

Bucci & Associates is a dedicated tax professional firm situated in Lynnfield, Massachusetts. The firm specializes in providing comprehensive tax preparation services to individuals and businesses within the local community and surrounding regions. As tax professionals, their core focus is on assisting clients with the intricate process of preparing and filing their annual tax returns. This involves a commitment to accuracy and ensuring compliance with current federal and state tax regulations. Bucci & Associates aims to simplify the often-complex task of tax filing, guiding clients through the necessary steps to meet their obligations. Their services are designed for those seeking reliable support in managing their tax responsibilities, ensuring that all required documentation is correctly processed and submitted. The firm serves a diverse clientele, from individuals needing assistance with personal income taxes to small businesses requiring support with their corporate or partnership tax filings, all grounded in their expertise in tax preparation.

Services Brian O'Keefe offers

Bucci & Associates focuses exclusively on providing expert Tax Preparation services, designed to assist a wide range of clients with their annual filing requirements. This essential service encompasses the meticulous collection, organization, and processing of all necessary financial information to accurately complete and submit federal, state, and local tax returns. For individuals, this includes preparing forms related to wages, investments, retirement income, and applicable deductions or credits, ensuring personal tax obligations are met with precision. Businesses, whether sole proprietorships, partnerships, or corporations, receive support in compiling their financial statements, reporting income and expenses, and navigating specific business tax codes to ensure their filings are compliant and optimized. The firm's approach to Tax Preparation involves guiding clients through the documentation process, helping them understand what information is needed and how it impacts their tax situation. This includes assistance with various income sources, deductions, and credits to ensure all relevant tax provisions are considered. The ultimate goal is to alleviate the burden of tax season by providing thorough and accurate preparation, allowing clients to confidently fulfill their tax responsibilities and adhere to all deadlines.

Areas served

Lynnfield, MAPeabody, MAWakefield, MAReading, MASaugus, MAStoneham, MANorth Reading, MA

Frequently Asked Questions

How do I begin the tax preparation process with Bucci & Associates?

You can initiate services by contacting the firm to schedule an initial consultation. This meeting allows for a discussion of your specific tax needs and an overview of the required documentation.

What documents should I gather before my tax preparation appointment?

Generally, you should prepare income statements like W-2s and 1099s, along with records for deductions such as mortgage interest or charitable contributions. A detailed list can be provided to ensure you bring everything necessary.

Does the firm offer electronic filing for tax returns?

Most tax professionals utilize electronic filing to ensure efficient and secure submission of tax returns. This method typically results in faster processing by tax authorities.

How are fees determined for tax preparation services?

Fees for tax preparation are typically based on the complexity of your tax situation and the specific forms required. A transparent fee structure can be discussed during your initial consultation.

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

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