Certified public accountant
Burgess, Robb, & Grassetti, P.C.
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Orleans hasn't published exact rates. Get a personalized quote for accurate numbers.
Philip Schultz, CPA operates from 2 Center Square, East Longmeadow, MA 01028 in Orleans, 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. Public Google reviews show a 5-star rating across 7 ratings.
For taxpayers in Orleans, 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.
Burgess, Robb, & Grassetti, P.C. is a Certified Public Accountant (CPA) firm located in Orleans, Massachusetts. The firm serves individuals and businesses in the local community by providing professional accounting services. As CPAs, Burgess, Robb, & Grassetti, P.C. operates with a commitment to professional standards in financial reporting and tax compliance. Their core offerings include comprehensive tax preparation and diligent bookkeeping services. Clients in Orleans and the surrounding areas can engage the firm for assistance with maintaining accurate financial records and navigating the complexities of annual tax filings. Burgess, Robb, & Grassetti, P.C. aims to offer clear, accurate, and timely support to those seeking guidance in these essential areas of financial management. The practice is built on a foundation of professional expertise in accounting principles and relevant tax regulations for Massachusetts residents and enterprises.
Burgess, Robb, & Grassetti, P.C. specializes in two primary areas of financial service: Tax Preparation and Bookkeeping. Our Tax Preparation services are designed to assist both individuals and businesses in fulfilling their annual tax obligations accurately and efficiently. This includes preparing and filing various federal and state tax returns, ensuring compliance with current tax laws, and identifying applicable deductions and credits. We work to help clients understand their tax situation and submit complete and timely filings. Beyond simply preparing returns, our focus is on providing a structured approach to tax compliance. Our Bookkeeping services are essential for maintaining organized and accurate financial records. This involves systematically recording financial transactions, reconciling accounts, and preparing financial statements such as income statements and balance sheets. Proper bookkeeping provides a clear picture of financial health, which is crucial for operational management and informed decision-making. By handling the day-to-day financial record-keeping, we help businesses maintain order in their finances, allowing them to focus on their core activities while ensuring their financial data is reliable and ready for tax season or other financial reviews.
Burgess, Robb, & Grassetti, P.C. provides professional accounting services, specializing in tax preparation for individuals and businesses, as well as comprehensive bookkeeping services. Our focus is on helping clients manage their financial records and fulfill their tax obligations.
Our firm is situated in Orleans, Massachusetts. We serve clients in Orleans and the surrounding communities on Cape Cod.
Being Certified Public Accountants (CPAs) signifies that our professionals have met rigorous education, examination, and experience requirements. This credential ensures adherence to high ethical standards and professional competence in accounting and tax matters.
Effective bookkeeping helps maintain accurate financial records, which is crucial for understanding your business's financial health and making informed decisions. It ensures that your financial data is organized, up-to-date, and ready for tax season or other financial analysis.
Generally, clients should gather all relevant income statements, such as W-2s and 1099s, along with documentation for deductions and credits. This might include records for expenses, investments, and other financial transactions pertinent to your tax situation.