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Doreen Costellic, CPA

Certified public accountant

661 Highland Ave Ste. 101, Needham, MA 02494
IRS-Verified CPA

D. Costellic, CPA

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in Needham

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Doreen Costellic

Doreen Costellic, CPA operates from 661 Highland Ave Ste. 101, Needham, MA 02494 in Needham, 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.

For taxpayers in Needham, 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 Doreen Costellic

D. Costellic, CPA is a professional accounting firm located in Needham, Massachusetts. As a Certified Public Accountant, D. Costellic focuses on providing essential financial services to clients in the local community and surrounding areas. The firm specializes in Tax Preparation and Bookkeeping, indicating a commitment to assisting individuals and businesses with their core financial record-keeping and compliance needs. Clients can expect support in navigating tax regulations and maintaining accurate financial records. The firm's services are designed to help clients manage their financial obligations effectively, ensuring that their accounting and tax requirements are met with attention to detail. This focus allows D. Costellic, CPA to serve as a resource for those seeking reliable support in these key areas of financial management.

Services Doreen Costellic offers

D. Costellic, CPA offers specialized services in Tax Preparation and Bookkeeping to support individuals and businesses. Our Tax Preparation services involve the meticulous preparation and filing of various tax returns, ensuring compliance with current tax laws and regulations. This includes gathering necessary financial information, calculating tax liabilities, and submitting returns accurately and on time to relevant tax authorities. We aim to help clients meet their tax obligations while identifying applicable deductions and credits. Our Bookkeeping services are designed to maintain organized and accurate financial records for businesses. This typically includes recording daily financial transactions, reconciling bank statements, managing accounts payable and receivable, and preparing essential financial reports such as income statements and balance sheets. Effective bookkeeping provides a clear overview of a business's financial health, aiding in informed decision-making and simplifying the tax preparation process.

Areas served

Needham, MAWellesley, MANewton, MADedham, MADover, MANatick, MA

Frequently Asked Questions

Does D. Costellic, CPA accept new clients for tax or bookkeeping services?

We welcome inquiries from prospective clients. Please contact our office to discuss your specific needs and to determine if we are a good fit for your accounting and tax requirements. We aim to provide timely and effective support to all our clients.

What information should I prepare for my initial tax preparation appointment?

For tax preparation, it is helpful to 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, or charitable contributions. A comprehensive list can be provided upon scheduling your appointment.

How does D. Costellic, CPA handle client communication and document exchange?

We strive for clear and efficient communication, utilizing methods that are convenient for our clients, which may include phone, email, or secure digital portals. Documents can typically be exchanged securely, and we can discuss the most suitable options for your needs during our initial consultation.

What is the typical turnaround time for tax preparation services?

The turnaround time for tax preparation can vary depending on the complexity of your return and the time of year. We work diligently to complete all returns accurately and efficiently, and we will provide an estimated timeline when you engage our services.

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

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