Certified public accountant
Dorfman & Dorfman, CPAs
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Wilmington hasn't published exact rates. Get a personalized quote for accurate numbers.
Estee Dorfman, CPA operates from 402 Main St 2nd Floor, Wilmington, MA 01887 in Wilmington, 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 4.5-star rating across 23 ratings.
For taxpayers in Wilmington, 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.
Dorfman & Dorfman, CPAs is a Certified Public Accountant firm situated in Wilmington, Massachusetts, dedicated to serving the financial needs of individuals and businesses in the greater Wilmington area. The firm's practice is built around providing focused support in two core areas: comprehensive tax preparation and diligent bookkeeping services. As CPAs, Dorfman & Dorfman is committed to assisting clients with their tax obligations, navigating various tax codes to ensure accurate and compliant filings. This includes preparing federal and state income tax returns for a diverse client base. Their expertise in bookkeeping helps clients maintain clear, organized, and up-to-date financial records, which is fundamental for effective financial management, operational efficiency, and strategic planning throughout the year. The firm aims to be a reliable resource for those seeking professional accounting assistance, helping clients manage their financial responsibilities with precision and care.
Dorfman & Dorfman, CPAs provides essential financial services, specializing in Tax Preparation and Bookkeeping to support individuals and businesses. Tax Preparation involves the meticulous compilation, review, and filing of various tax returns for both individuals and business entities. This comprehensive service ensures adherence to current federal, state, and local tax regulations, working to identify all applicable deductions and credits to optimize tax outcomes while maintaining full compliance. The firm assists clients in gathering necessary documentation and accurately reporting income and expenses, aiming for precise and timely submission to the relevant tax authorities. This process helps clients navigate the often-complex landscape of tax codes and requirements. Bookkeeping services are designed to maintain accurate, organized, and up-to-date financial records for businesses. This includes the systematic recording of all financial transactions, efficient management of accounts payable and receivable, regular reconciliation of bank and credit card statements, and the generation of key financial reports such as income statements and balance sheets. Effective bookkeeping provides a clear and current picture of a business's financial health, which is crucial for informed operational and strategic decision-making. Furthermore, well-maintained books form the foundational data necessary for accurate and streamlined tax preparation at year-end. These services collectively aim to simplify financial management for clients, providing them with reliable data and peace of mind.
Yes, we welcome inquiries from prospective individual and business clients. We encourage you to contact our office to discuss your specific tax preparation needs and how we can assist you.
For tax preparation, please bring all relevant income statements (W-2s, 1099s), deduction records, and any other pertinent financial documents. A detailed checklist can often be provided upon scheduling your appointment.
We primarily utilize electronic filing (e-filing) for tax returns when applicable, ensuring a secure and efficient submission process. Paper filing options are also available if required or preferred by the client.
The turnaround time for bookkeeping services can vary depending on the volume and complexity of transactions. We work with clients to establish a regular schedule that meets their business needs for timely financial updates.
Our fees are generally based on the scope and complexity of the services required. We aim to provide transparent pricing and can discuss our fee structure during an initial consultation to ensure clarity.
Claim your free profile on TaxScout to reach new clients:
3 people searched for CPAs in Wilmington this month