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David Cohen, CPA

Accountant

7 West End Way, Norwell, MA 02061
IRS-Verified CPA

Cohen & Havian LLP

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Norwell

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About David Cohen

David Cohen, CPA operates from 7 West End Way, Norwell, MA 02061 in Norwell, 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 Bookkeeping. On Google Business Profile, the firm is categorized as an accountant.

For taxpayers in Norwell, 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 David Cohen

Cohen & Havian LLP is a Certified Public Accountant (CPA) firm situated in Norwell, Massachusetts. The firm offers professional accounting services, primarily focusing on bookkeeping, to individuals and businesses in the local community and surrounding areas. Their specialization in bookkeeping signifies a dedication to helping clients maintain accurate, organized, and up-to-date financial records. This foundational service is crucial for various financial management tasks, including preparing for tax season, monitoring cash flow, and making informed business decisions. By providing meticulous bookkeeping support, Cohen & Havian LLP assists clients in establishing a clear financial picture, ensuring that their financial data is well-managed and compliant with standard accounting practices. The firm's expertise as CPAs ensures a professional approach to managing financial transactions and supporting clients' fiscal health.

Services David Cohen offers

Cohen & Havian LLP provides dedicated bookkeeping services, serving as a fundamental support for individuals and businesses seeking to maintain precise financial records. This specialization encompasses the systematic recording of all financial transactions, including income, expenses, assets, and liabilities. Our approach ensures that every financial movement, from daily sales and purchases to bank deposits and withdrawals, is accurately captured and categorized. We assist clients in maintaining organized general ledgers, reconciling bank and credit card statements, and preparing essential financial reports such as profit and loss statements and balance sheets. These detailed records are crucial for monitoring cash flow, tracking profitability, and identifying areas for financial improvement. By managing these day-to-day financial tasks, Cohen & Havian LLP helps clients establish a solid financial foundation. This meticulous record-keeping is invaluable for streamlined tax preparation, facilitating a smoother process and helping to ensure compliance. Furthermore, accurate bookkeeping provides the necessary data for informed decision-making, allowing clients to gain clear insights into their financial health and plan effectively for the future. Our goal is to alleviate the administrative burden of financial record management, enabling clients to focus on their core activities with confidence in their financial data.

Areas served

Norwell, MAHanover, MAHingham, MAScituate, MAMarshfield, MAPembroke, MARockland, MA

Frequently Asked Questions

What information do I need to provide for bookkeeping services?

To begin bookkeeping services, clients typically provide access to bank statements, credit card statements, sales records, expense receipts, and any other relevant financial documents. We will guide you on the specific items needed to ensure comprehensive and accurate record-keeping.

How often are bookkeeping services typically performed?

The frequency of bookkeeping services can be tailored to your needs, whether it's weekly, monthly, or quarterly. We work with clients to establish a schedule that best suits their transaction volume and reporting requirements.

Does Cohen & Havian LLP accept new clients for bookkeeping?

Yes, Cohen & Havian LLP welcomes inquiries from new clients seeking professional bookkeeping support. We encourage prospective clients to contact us to discuss their specific needs and how we can assist them.

How does Cohen & Havian LLP handle client data security?

Protecting client financial information is a priority. We utilize secure methods for data exchange and storage, adhering to professional standards to maintain the confidentiality and integrity of your sensitive financial records.

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

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