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David Ferguson, CPA

Tax preparation service

5.0(3 Google reviews)
552 Main St, Waltham, MA 02452
Licensed Tax Preparer

Ferguson & Ferguson

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Waltham

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About David Ferguson

David Ferguson, CPA operates from 552 Main St, Waltham, MA 02452 in Waltham, 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 Tax Preparation. On Google Business Profile, the firm is categorized as a tax preparation service. Public Google reviews show a 5-star rating across 3 ratings.

For taxpayers in Waltham, 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 David Ferguson

Ferguson & Ferguson is a dedicated tax professional firm situated in Waltham, Massachusetts. The firm serves individuals and businesses within Waltham and the surrounding communities, providing focused expertise in tax-related matters. With a core specialization in Tax Preparation, Ferguson & Ferguson assists clients in fulfilling their annual tax obligations accurately and efficiently. This focus means the firm is equipped to handle the intricacies of various tax situations, helping clients understand and comply with federal and state tax regulations. As tax professionals, the firm's primary objective is to ensure that all necessary documentation is correctly compiled and submitted, aiming to streamline the tax filing process for its clientele. Clients engaging Ferguson & Ferguson can expect a commitment to precision and adherence to current tax laws, providing peace of mind regarding their tax responsibilities.

Services David Ferguson offers

Ferguson & Ferguson is dedicated to providing comprehensive Tax Preparation services, serving both individual taxpayers and businesses. This specialization forms the cornerstone of the firm's offerings, designed to ensure accurate and timely filing of all necessary tax documents. For individual clients, Tax Preparation involves a thorough review of income sources, eligible deductions, and applicable tax credits, helping to optimize their tax position while ensuring full compliance with federal and Massachusetts state tax laws. The firm assists with various personal tax situations, from W-2 employees to those with investment income or self-employment earnings, guiding them through the complexities of their annual tax returns. For business clients, Tax Preparation services extend to various entity types, including sole proprietorships, partnerships, and corporations. This involves meticulously preparing business tax returns by accurately reporting revenues, expenses, assets, and liabilities. The goal is to ensure that businesses meet their specific tax obligations, adhere to all relevant regulations, and properly account for their financial activities. Ferguson & Ferguson's focused expertise in Tax Preparation aims to demystify the tax filing process for all clients, providing clarity and confidence that their returns are prepared with precision and submitted in accordance with current tax legislation.

Areas served

Waltham, MANewton, MAWatertown, MABelmont, MALexington, MAWeston, MAWellesley, MA

Frequently Asked Questions

Does Ferguson & Ferguson accept new clients for tax preparation?

Yes, Ferguson & Ferguson welcomes new clients seeking professional tax preparation services. We encourage prospective clients to contact us to discuss their specific tax needs and to schedule an initial consultation.

What information should I bring for my tax preparation appointment?

To ensure efficient tax preparation, please bring all relevant income statements (W-2s, 1099s), deduction records, and any other financial documents pertaining to the tax year. A comprehensive checklist can be provided upon scheduling.

How does Ferguson & Ferguson handle tax filing?

Ferguson & Ferguson utilizes electronic filing (e-filing) for most tax returns, which helps ensure accuracy and a faster processing time by tax authorities. We will review the prepared return with you before submission.

What is the typical turnaround time for tax preparation?

The turnaround time for tax preparation can vary based on the complexity of your tax situation and the volume of information provided. We strive for efficient processing and will communicate an estimated timeline during your engagement.

How are fees structured for tax preparation services?

Our fees for tax preparation are based on the complexity of your tax return and the specific forms required. We provide a clear understanding of our pricing structure during your initial consultation.

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

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