Tax preparation service
Daisy Tran, CPA
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Norwood hasn't published exact rates. Get a personalized quote for accurate numbers.
Thi Phuong Thao Ung, CPA operates from 661 Washington St #310, Norwood, MA 02062 in Norwood, 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 preparation service. Public Google reviews show a 5-star rating across 49 ratings.
For taxpayers in Norwood, 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.
Daisy Tran, CPA, operates as a dedicated tax professional situated in Norwood, Massachusetts, providing essential tax preparation services to individuals and businesses. The practice is firmly rooted in the local community, offering a reliable resource for navigating the complexities of tax compliance. As a credentialed CPA, Daisy Tran brings a focused expertise to the field of taxation, assisting clients in understanding and fulfilling their annual tax obligations. The firm's commitment is to deliver accurate and thorough tax preparation, ensuring that all filings adhere to current federal and state tax laws. By concentrating solely on tax preparation, Daisy Tran, CPA, offers a specialized service designed to address the specific needs of each client. This localized approach allows for a direct and accessible professional relationship, helping clients in Norwood and nearby Massachusetts towns manage their tax responsibilities effectively and with confidence. The goal is to simplify the tax filing process for clients, providing clarity and precision in their financial reporting to tax authorities.
Daisy Tran, CPA, specializes exclusively in comprehensive tax preparation services for both individuals and businesses. This core specialization encompasses the meticulous compilation and filing of various tax forms required by federal, state, and local tax authorities. For individual clients, services include the preparation of Form 1040 and related schedules, addressing income from wages, investments, retirement, and other sources. The process involves reviewing financial documents such as W-2s, 1099s, investment statements, and deduction-related receipts to ensure all applicable credits and deductions are considered according to current tax laws. The aim is to accurately represent each client's financial situation while adhering strictly to tax regulations. For businesses, Daisy Tran, CPA, provides tax preparation for various entity types, including sole proprietorships, partnerships, S corporations, and C corporations. This involves preparing the appropriate business tax returns, such as Form 1120, 1120-S, or 1065, along with their accompanying schedules. Business tax preparation includes analyzing profit and loss statements, balance sheets, and other financial records to ensure accurate reporting of income, expenses, and liabilities. The focus is on maintaining compliance with business tax requirements and accurately reflecting the company's financial performance for tax purposes. Regardless of client type, the service emphasizes accuracy, attention to detail, and a thorough understanding of the ever-evolving tax code to facilitate proper and timely tax filings.
You should collect all relevant income statements, such as W-2s and 1099s, along with any documents detailing deductions or credits you plan to claim. This includes mortgage interest statements, property tax bills, and records of charitable contributions. Having these prepared helps streamline the tax preparation process.
Yes, Daisy Tran, CPA, provides tax preparation services for a range of clients, including individuals, sole proprietorships, partnerships, S corporations, and C corporations. The service is tailored to meet the specific filing requirements of each entity type.
Ensuring accuracy involves providing complete and precise financial information. As your tax professional, Daisy Tran, CPA, will meticulously review all provided documents and apply current tax laws to prepare your return. Your active participation in providing accurate data is key.
The timeframe for tax preparation can vary depending on the complexity of your financial situation and the completeness of your documentation. Generally, once all necessary information is received, the process is completed efficiently.