Business management consultant
Fortis Management Group
Specializes in
Languages
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.
Jay Goldfarb, CPA operates from 800 South St #255, Waltham, MA 02453 in Waltham, 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 business management consultant.
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.
Fortis Management Group is a CPA firm situated in Waltham, Massachusetts, dedicated to providing professional accounting services to individuals and businesses within the local community and its surrounding regions. As Certified Public Accountants, the firm focuses on delivering accurate and reliable financial support. Their core specializations encompass tax preparation and bookkeeping, addressing critical financial compliance and record-keeping requirements for their clientele. Fortis Management Group assists clients in navigating the complexities of tax regulations, ensuring timely and correct filings. Concurrently, their bookkeeping services help maintain organized and transparent financial records, which are vital for informed decision-making and operational efficiency. The firm serves a diverse range of clients seeking assistance with these fundamental accounting functions, aiming to support their financial well-being.
Fortis Management Group offers specialized services in Tax Preparation and Bookkeeping, providing essential financial support to clients. Tax Preparation involves the meticulous compilation and accurate filing of various tax returns for individuals, small businesses, and other entities. This comprehensive service ensures full compliance with federal, state, and local tax laws, helping clients navigate complex regulations. We work to identify eligible deductions and credits, accurately report income, and calculate tax obligations to minimize liabilities while avoiding potential penalties. Our process includes assisting clients in gathering all necessary financial documentation, preparing the required forms, and submitting returns either electronically or by mail, always prioritizing accuracy and timeliness in every filing to meet all deadlines. Bookkeeping services are designed to maintain organized and up-to-date financial records, forming the backbone of sound financial management for businesses. This includes systematically recording all financial transactions, diligently managing accounts payable and receivable to ensure timely payments and collections, and regularly reconciling bank statements to verify accuracy. We also prepare essential financial reports such as income statements and balance sheets, which provide a clear and concise overview of a business's financial health. Effective bookkeeping supports informed operational decisions, facilitates smoother tax preparation processes throughout the year, and helps clients track their financial performance by ensuring all transactions are properly categorized and documented.
Yes, we welcome new individual and business clients seeking assistance with their tax preparation needs. We recommend contacting us to discuss your specific situation and schedule an initial consultation.
For tax preparation, please bring all relevant income statements (W-2s, 1099s), deduction records, and any previous year's tax returns. For businesses, financial statements and expense records are also helpful.
We are committed to protecting your sensitive financial data. We utilize secure methods for document exchange and storage, adhering to professional standards for client confidentiality and data privacy.
Absolutely. Our bookkeeping services are designed to support small businesses with their day-to-day financial record-keeping. This includes managing transactions, reconciling accounts, and preparing financial reports.
Turnaround times can vary depending on the complexity of your tax situation and the time of year. We strive for efficient processing and will provide an estimated timeline during your initial consultation.