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Kimberly Obrien, EA

Certified public accountant

30 Corporate Park Dr #220, Pembroke, MA 02359
IRS-Verified Enrolled Agent

Damon Diodati CPA

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in Pembroke

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Kimberly Obrien

Kimberly Obrien, EA operates from 30 Corporate Park Dr #220, Pembroke, MA 02359 in Pembroke, 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 certified public accountant.

For taxpayers in Pembroke, 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 Kimberly Obrien

Damon Diodati CPA is a professional accounting and tax firm located in Pembroke, Massachusetts, dedicated to serving individuals and businesses within the local community and surrounding areas. Damon Diodati holds the Enrolled Agent (EA) credential, which is granted by the U.S. Department of the Treasury. This federal authorization allows Damon Diodati to represent taxpayers before the Internal Revenue Service (IRS) for audits, collections, and appeals. The firm's practice is built on a foundation of providing accessible and reliable financial guidance. Damon Diodati CPA focuses on assisting clients with their tax preparation and bookkeeping needs, aiming to simplify complex financial matters. The goal is to offer practical support, ensuring clients understand their financial position and meet their obligations effectively. The firm is committed to delivering personalized attention, helping clients navigate their financial responsibilities with clarity and confidence.

Services Kimberly Obrien offers

Damon Diodati CPA specializes in two core areas: Tax Preparation and Bookkeeping. Tax Preparation services assist individuals and businesses with the accurate and timely filing of their tax returns. For individuals, this includes preparing federal and state income tax returns, considering various deductions, credits, and income sources to ensure compliance. For businesses, tax preparation extends to various entity types, such as sole proprietorships, partnerships, and corporations, addressing specific business income, expenses, and compliance requirements. The process involves gathering necessary financial documents, calculating tax liabilities, and submitting returns to the appropriate tax authorities. The aim is to help clients meet their filing obligations while adhering to current tax laws and regulations. Bookkeeping services involve the systematic recording of financial transactions for businesses. Effective bookkeeping is crucial for maintaining organized financial records, which are essential for informed decision-making and accurate tax reporting. Services include recording income and expenses, reconciling bank and credit card statements, managing accounts payable and receivable, and maintaining a general ledger. Regular bookkeeping ensures that financial data is up-to-date and accurate, providing a clear picture of a business's financial health. This foundation supports efficient tax preparation and helps businesses monitor their financial performance throughout the year.

Areas served

Pembroke, MADuxbury, MAHanover, MAMarshfield, MAHanson, MAKingston, MANorwell, MA

Frequently Asked Questions

What is an Enrolled Agent (EA) and what does it mean for me?

An Enrolled Agent (EA) is a tax professional federally authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. This credential signifies expertise in tax law and allows the EA to assist with audits, collections, and appeals.

What documents should I bring for tax preparation?

Generally, you should bring income statements like W-2s, 1099s, and K-1s, along with records of deductions such as mortgage interest, property taxes, and charitable contributions. For businesses, financial statements like profit and loss reports and balance sheets are helpful.

How often should my business engage in bookkeeping services?

The frequency of bookkeeping services often depends on the volume of transactions and the complexity of your business. Many businesses benefit from monthly bookkeeping to keep financial records current and facilitate timely financial reporting.

Can Damon Diodati CPA help if I receive a notice from the IRS?

As an Enrolled Agent, Damon Diodati is authorized to represent taxpayers before the IRS. This means the firm can assist in understanding and responding to various IRS notices, helping to resolve tax-related issues.

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

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