Accountant
Davis Tax & Financial
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Danvers hasn't published exact rates. Get a personalized quote for accurate numbers.
Charles Davis, CPA operates from 105 Dayton St, Danvers, MA 01923 in Danvers, 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 Bookkeeping, and Tax Preparation. On Google Business Profile, the firm is categorized as an accountant.
For taxpayers in Danvers, 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.
Davis Tax & Financial serves as a dedicated tax professional firm situated in Danvers, Massachusetts. This practice is committed to assisting individuals and businesses within the local community and its surrounding regions with their financial and tax-related requirements. As a credentialed tax professional, Davis Tax & Financial concentrates on providing fundamental services that underpin sound financial management and compliance. The firm's core specializations encompass comprehensive bookkeeping, designed to help clients maintain precise and organized financial records throughout the fiscal year. This service supports operational clarity and informed decision-making. Furthermore, the firm offers expert tax preparation, guiding clients through the complexities of tax regulations to ensure accurate and timely filing of their annual returns. This integrated approach aims to provide reliable support for both ongoing financial record-keeping and essential yearly tax compliance.
Davis Tax & Financial offers focused services in bookkeeping and tax preparation, designed to support the financial health and compliance of individuals and businesses. Our bookkeeping services are structured to provide clients with a clear and accurate overview of their financial transactions. This includes systematically recording income and expenses, reconciling bank and credit card statements, and maintaining organized financial ledgers throughout the year. Effective bookkeeping is essential for monitoring cash flow, understanding profitability, and making informed financial decisions, ultimately simplifying the year-end tax process and providing a solid foundation for financial planning and operational efficiency. Tax preparation involves the careful and precise completion and submission of income tax returns for both individual taxpayers and business entities. This comprehensive service encompasses the collection and review of all pertinent financial documentation, accurate calculation of taxable income, and the diligent identification of all eligible deductions and credits. We prepare and file all necessary federal and state tax forms, working to ensure that clients meet their tax obligations in accordance with current tax laws and regulations. The aim is to accurately reflect a client's financial position to tax authorities, minimizing potential issues and ensuring timely compliance.
We welcome inquiries from prospective clients. Please contact our office to discuss your specific bookkeeping or tax preparation needs and to determine how we can best assist you.
For tax preparation, please bring 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 your appointment.
We primarily utilize electronic filing (e-filing) for tax returns when applicable, which helps ensure accuracy and a faster processing time for refunds. Physical copies are provided for your records.
Turnaround times can vary based on the complexity of your tax situation and the time of year. We strive to complete all returns efficiently and will provide an estimated timeframe during your initial consultation.
Our pricing is based on the scope and complexity of the services required, whether for bookkeeping or tax preparation. We provide transparent fee estimates after an initial assessment of your specific needs.