Certified public accountant
DANIEL A. SCHWENK
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Osterville hasn't published exact rates. Get a personalized quote for accurate numbers.
Daniel Schwenk, CPA operates from 1046 Main St STE 10, Osterville, MA 02655 in Osterville, 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. Public Google reviews show a 5-star rating across 1 ratings.
For taxpayers in Osterville, 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.
Daniel A. Schwenk, CPA, provides professional accounting services from its location in Osterville, Massachusetts. As a Certified Public Accountant, Daniel A. Schwenk offers expertise in financial matters for individuals and businesses throughout the local community and surrounding areas. The firm is dedicated to assisting clients with their essential financial needs, primarily focusing on comprehensive tax preparation and diligent bookkeeping services. Clients engaging with Daniel A. Schwenk can expect a focused approach to managing their financial records and ensuring compliance with relevant tax regulations. The practice aims to provide clear guidance and support, helping clients understand their financial position and make informed decisions. A CPA holds a license to perform a wide range of accounting functions, including auditing, financial planning, and tax services. Located conveniently in Osterville, Daniel A. Schwenk serves as a reliable local resource for vital accounting and tax assistance.
Daniel A. Schwenk, CPA, specializes in two core areas: Tax Preparation and Bookkeeping.Tax Preparation involves the accurate and timely preparation of various tax returns for individuals and businesses. For individual clients, this includes federal and state income tax returns, ensuring all applicable deductions and credits are considered. For businesses, tax preparation extends to corporate, partnership, and sole proprietorship returns, helping to navigate complex tax codes and reporting requirements. The goal is to ensure compliance with current tax laws while accurately reflecting financial activity. This service also involves gathering necessary financial documents, calculating tax liabilities, and submitting returns to the appropriate tax authorities. Clients receive assistance in understanding their tax obligations and planning for future tax periods.Bookkeeping focuses on maintaining organized and accurate financial records for businesses. Effective bookkeeping is fundamental for understanding a company's financial health and making informed operational decisions. Services typically include recording financial transactions, managing accounts payable and receivable, reconciling bank statements, and generating financial reports such as income statements and balance sheets. Accurate bookkeeping provides a clear picture of cash flow, expenses, and revenue, which is crucial for day-to-day management and long-term planning. Daniel A. Schwenk, CPA, assists businesses in establishing and maintaining robust bookkeeping systems, ensuring financial data is consistently up-to-date and reliable.
A CPA is a licensed accounting professional who has met specific educational, examination, and experience requirements. They provide a range of services, including tax preparation, financial planning, and auditing, adhering to professional standards.
For tax preparation, clients typically need to provide income statements (W-2s, 1099s), records of deductions (mortgage interest, charitable contributions), and any other relevant financial documents. A comprehensive list can be provided upon engagement.
Effective bookkeeping provides a clear and accurate overview of your business's financial transactions. This helps in tracking income and expenses, managing cash flow, and generating essential financial reports for informed decision-making and tax compliance.
Yes, Daniel A. Schwenk, CPA, offers both tax preparation and bookkeeping services tailored for individuals and various types of businesses. The firm works with clients to address their specific financial and tax needs.
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