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Richard Letarte, CPA

Certified public accountant

4.3(6 Google reviews)
87 Merriam Ave, Leominster, MA 01453
IRS-Verified CPA

David Sontag, CPA's PC

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in Leominster

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Richard Letarte

Richard Letarte, CPA operates from 87 Merriam Ave, Leominster, MA 01453 in Leominster, 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 4.3-star rating across 6 ratings.

For taxpayers in Leominster, 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 Richard Letarte

David Sontag, CPA's PC is a professional accounting firm situated in Leominster, Massachusetts. As a Certified Public Accountant, David Sontag offers key financial services to individuals and businesses throughout the local community and its neighboring regions. The firm's practice is dedicated to two primary specializations: Tax Preparation and Bookkeeping. Clients seeking assistance with their annual tax filings, whether for personal income or business operations, can rely on the firm's expertise. Furthermore, David Sontag, CPA's PC provides comprehensive bookkeeping services, which are vital for maintaining accurate financial records, tracking transactions, and gaining a clear understanding of a business's financial position. This focused approach enables the firm to address fundamental accounting needs, assisting clients in managing their financial responsibilities and ensuring organized financial operations. The firm is equipped to serve clients who require professional and dependable support for their tax compliance and detailed record-keeping requirements.

Services Richard Letarte offers

David Sontag, CPA's PC offers specialized services in two key areas: Tax Preparation and Bookkeeping. Tax Preparation encompasses the comprehensive process of preparing and filing income tax returns for individuals, small businesses, and other entities. This service ensures adherence to current tax regulations, accurately reporting all income, applicable deductions, and available credits to help clients meet their tax obligations efficiently. The firm assists clients in compiling all necessary financial documentation and navigating the often-complex requirements of federal and state tax codes, aiming for accurate and timely submission. Bookkeeping services are designed to systematically record and organize a business's financial transactions, maintaining precise ledgers and financial data. This includes essential tasks such as managing accounts payable and receivable, performing regular bank reconciliations, and preparing fundamental financial reports like income statements and balance sheets. Accurate and up-to-date bookkeeping provides a clear, real-time understanding of a business's financial health, which is crucial for operational insights, strategic planning, and simplifying the annual tax preparation process. It helps businesses maintain organized and compliant financial records throughout the fiscal year.

Areas served

Leominster, MAFitchburg, MALunenburg, MASterling, MALancaster, MAGardner, MA

Frequently Asked Questions

Does David Sontag, CPA's PC accept new clients for tax preparation or bookkeeping?

We welcome inquiries from prospective clients. Please contact our office to discuss your specific tax or bookkeeping needs and to determine how we can best assist you.

What information should I bring for tax preparation services?

For tax preparation, please gather all relevant income statements (W-2s, 1099s), deduction records, and any other financial documents pertaining to your tax year. A detailed checklist can be provided upon scheduling.

How does the firm handle tax return filing?

We primarily utilize electronic filing (e-filing) for tax returns when applicable, ensuring a secure and efficient submission process to the IRS and state tax authorities. Physical copies are also provided for your records.

What is the typical turnaround time for tax preparation?

Turnaround times can vary based on the complexity of your return and the time of year. We strive for efficient processing and will communicate an estimated completion time when we receive all necessary documentation.

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

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