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Derek Morrison, CPA

Tax consultant

4.0(6 Google reviews)
218 Shrewsbury Street Suites 201-202, 218 Shrewsbury St #202, Worcester, MA 01604
Licensed Tax Preparer

Cunningham & Associates

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Worcester

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Derek Morrison

Derek Morrison, CPA operates from 218 Shrewsbury Street Suites 201-202, 218 Shrewsbury St #202, Worcester, MA 01604 in Worcester, 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 tax consultant. Public Google reviews show a 4-star rating across 6 ratings.

For taxpayers in Worcester, 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 Derek Morrison

Cunningham & Associates is a tax professional firm based in Worcester, Massachusetts. The firm provides essential tax services to individuals and businesses within the local community and surrounding regions. As tax professionals, their primary focus is on assisting clients with the intricacies of tax regulations and ensuring accurate compliance. They work to understand the specific financial situations of each client, offering guidance tailored to their unique needs. This commitment allows them to help clients navigate various tax matters effectively, from understanding filing requirements to identifying applicable deductions. Cunningham & Associates aims to be a reliable resource for those seeking professional assistance with their tax obligations, grounded in their expertise as tax professionals in Worcester, MA. Their practice is built on a foundation of providing focused and diligent support for tax-related concerns.

Services Derek Morrison offers

Cunningham & Associates specializes in comprehensive tax preparation services for both individuals and businesses. For individual clients, the firm meticulously handles the preparation of annual federal and state income tax returns. This process involves a thorough review of all income sources, expenses, and potential deductions or credits available under current tax laws. The aim is to ensure accuracy and compliance while working to optimize each client's tax position according to applicable regulations. For business entities, including corporations, partnerships, and sole proprietorships, Cunningham & Associates provides detailed preparation of various business tax forms. This service encompasses the careful compilation of financial data, accurate categorization of income and expenditures, and the correct application of relevant tax codes. The firm assists in navigating the complexities of business tax filings, helping to ensure that all necessary documentation is prepared and submitted correctly to the appropriate tax authorities. Their approach focuses on facilitating a smooth and accurate filing process, enabling both individual and business clients to meet their tax obligations efficiently and effectively.

Areas served

Worcester, MAShrewsbury, MAHolden, MAAuburn, MAMillbury, MAGrafton, MA

Frequently Asked Questions

What types of tax preparation services does Cunningham & Associates offer?

Cunningham & Associates provides tax preparation for individuals and businesses. This includes federal and state income tax returns for individuals, as well as corporate, partnership, and sole proprietorship returns for businesses.

How does Cunningham & Associates ensure accuracy in tax preparation?

The firm focuses on reviewing financial records thoroughly and applying current tax laws and regulations. They work to accurately compile data and identify relevant deductions and credits for each client's specific situation.

Where is Cunningham & Associates located?

Cunningham & Associates is located in Worcester, Massachusetts. They serve clients from Worcester and the surrounding communities in Massachusetts.

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

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