Tax preparation service
Colonial Bookkeeping & Tax, Inc.
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Concord hasn't published exact rates. Get a personalized quote for accurate numbers.
Samantha Centauro, EA operates from 1150 Main St STE 5, Concord, MA 01742 in Concord, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As an Enrolled Agent, the practice is licensed by the U.S. Department of the Treasury to represent taxpayers before any IRS office — including audits, collections, and appeals — a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.
Reported areas of practice include Tax Preparation, and Bookkeeping. On Google Business Profile, the firm is categorized as a tax preparation service. Public Google reviews show a 3.7-star rating across 3 ratings.
For taxpayers in Concord, 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.
Colonial Bookkeeping & Tax, Inc. is a financial services firm situated in Concord, Massachusetts, dedicated to assisting individuals and businesses with their accounting and tax needs. The firm specializes in providing comprehensive tax preparation and reliable bookkeeping services. As an Enrolled Agent (EA) credentialed practice, Colonial Bookkeeping & Tax, Inc. is authorized to represent taxpayers before the Internal Revenue Service, offering a significant advantage in navigating complex tax regulations. Their focus is on ensuring clients meet their tax compliance obligations accurately and efficiently, from federal to state filings. Furthermore, the firm's bookkeeping services are designed to help clients maintain clear and organized financial records, which is essential for operational clarity, strategic planning, and streamlined tax reporting. This dual focus allows Colonial Bookkeeping & Tax, Inc. to be a resource for clients in Concord and nearby communities seeking professional support for their financial record-keeping and annual tax requirements.
Colonial Bookkeeping & Tax, Inc. provides essential financial services, specifically focusing on Tax Preparation and Bookkeeping, to support individuals and businesses in managing their financial responsibilities. Tax Preparation services encompass the thorough and accurate completion and submission of various tax returns. This includes preparing federal and state income tax returns for individuals, sole proprietors, and small businesses, ensuring adherence to the latest tax codes and deadlines. The firm guides clients through the process of compiling all necessary financial information, calculating tax liabilities, and identifying eligible deductions and credits to optimize their tax position within legal parameters. This service aims to alleviate the complexities of tax season by providing professional handling of all required filings. Bookkeeping services are fundamental to maintaining clear and current financial records. This offering involves systematically recording all financial transactions, performing regular bank and credit card reconciliations, and preparing key financial statements like income statements and balance sheets. Organized bookkeeping provides clients with valuable insights into their financial performance, aids in effective cash flow management, and simplifies the year-end tax preparation process. By managing these essential financial tasks, Colonial Bookkeeping & Tax, Inc. helps clients maintain financial clarity and focus on their core activities, ensuring that their financial data is accurate and readily accessible when needed.
An Enrolled Agent is a federally authorized tax practitioner who has technical expertise in the field of taxation. EAs are empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service for tax issues including audits, collections, and appeals.
To ensure a smooth tax preparation process, clients should bring all relevant income statements, such as W-2s and 1099s, along with documentation for deductions and credits. This may include receipts for business expenses, medical expenses, charitable contributions, and property tax statements.
We welcome inquiries from prospective new clients seeking assistance with tax preparation or bookkeeping services. Please contact our office to discuss your specific needs and how we can support your financial management.
Our fees are typically based on the complexity and scope of the services required, whether for tax preparation or ongoing bookkeeping. We aim to provide transparent pricing and can discuss an estimate for your specific situation during an initial consultation.