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Charles Katz, CPA

Certified public accountant

4.7(13 Google reviews)
410 Boston Post Rd STE 28, Sudbury, MA 01776
IRS-Verified CPA

C D Katz, LLC

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in Sudbury

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Charles Katz

Charles Katz, CPA operates from 410 Boston Post Rd STE 28, Sudbury, MA 01776 in Sudbury, 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 4.7-star rating across 13 ratings.

For taxpayers in Sudbury, 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 Charles Katz

C D Katz, LLC is a CPA firm located in Sudbury, Massachusetts, providing professional accounting and tax services. As a Certified Public Accountant, C D Katz, LLC offers expertise in navigating financial matters for individuals and businesses within the local community and surrounding areas. The firm is dedicated to delivering accurate and reliable support for clients' tax and bookkeeping requirements. Clients seeking assistance with their financial records, compliance, and tax obligations can engage C D Katz, LLC for dedicated service. The practice operates with a commitment to upholding the professional standards of the CPA designation while serving its Massachusetts clientele with precision and care.

Services Charles Katz offers

C D Katz, LLC provides focused services in Tax Preparation and Bookkeeping for clients in Sudbury and the surrounding Massachusetts communities. Our Tax Preparation services involve the accurate compilation and filing of various tax returns for individuals and businesses, ensuring compliance with current federal and state tax regulations. This process includes reviewing financial documents, identifying applicable deductions and credits, and preparing the necessary forms to meet filing deadlines. The aim is to facilitate a clear and precise tax filing experience. Beyond tax season, C D Katz, LLC offers Bookkeeping services designed to maintain organized and up-to-date financial records. This service is essential for businesses seeking to track income and expenses, manage accounts payable and receivable, and reconcile bank statements. Accurate bookkeeping forms a foundational element for informed financial decisions and simplifies the year-end tax preparation process. By handling the day-to-day recording of financial transactions, C D Katz, LLC helps clients maintain clarity regarding their financial position, allowing them to focus on their core operations while ensuring their financial data is well-maintained and accessible.

Areas served

Sudbury, MAFramingham, MAWayland, MAMarlborough, MANatick, MAConcord, MA

Frequently Asked Questions

What is the role of a CPA?

A Certified Public Accountant (CPA) is a licensed professional who provides accounting and tax services. CPAs are held to high ethical and professional standards, offering expertise in financial reporting, tax compliance, and financial planning.

What does tax preparation involve?

Tax preparation includes gathering financial documents, calculating income and deductions, and completing the required federal and state tax forms. The aim is to ensure accurate filing in accordance with current tax laws.

Who can benefit from bookkeeping services?

Individuals and businesses seeking organized financial records can benefit from bookkeeping. It helps track income and expenses, manage transactions, and provides a clear picture of financial health throughout the year.

How do I begin working with C D Katz, LLC?

To start, contact C D Katz, LLC to discuss your specific tax or bookkeeping needs. An initial consultation can help determine how the firm can best assist you with your financial requirements.

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

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