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William Mortimer, CPA

Accounting firm

1400 Hancock St Floor 3, Quincy, MA 02169
IRS-Verified CPA

Fuerst and Mortimer, PC

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Quincy

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About William Mortimer

William Mortimer, CPA operates from 1400 Hancock St Floor 3, Quincy, MA 02169 in Quincy, 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 Bookkeeping. On Google Business Profile, the firm is categorized as an accounting firm.

For taxpayers in Quincy, 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 William Mortimer

Fuerst and Mortimer, PC is a Certified Public Accountant (CPA) firm located in Quincy, Massachusetts. This firm provides professional financial services, with a primary focus on bookkeeping. As CPAs, Fuerst and Mortimer, PC offers expertise in maintaining accurate and organized financial records for individuals and businesses. The firm serves clients in Quincy and the surrounding Massachusetts communities, assisting them with the foundational aspects of their financial management. Their specialization in bookkeeping indicates a commitment to helping clients establish clear financial pictures, manage daily transactions, and prepare for other financial reporting needs. Clients seeking reliable and precise handling of their financial records will find the services of Fuerst and Mortimer, PC aligned with their requirements for diligent and professional accounting support.

Services William Mortimer offers

Fuerst and Mortimer, PC specializes in comprehensive bookkeeping services, designed to support clients in maintaining accurate and organized financial records. Our bookkeeping services involve the systematic recording of all financial transactions, ensuring that every income and expense is properly documented. This includes managing accounts payable and receivable, which tracks money owed to and by the client, helping to maintain healthy cash flow. We also handle bank and credit card reconciliations, a critical process that verifies the accuracy of financial statements by comparing internal records with bank statements. Furthermore, our bookkeeping support can involve the preparation of essential financial reports, such as income statements and balance sheets, which provide a clear overview of a client's financial health. These services are foundational for effective financial planning, tax preparation, and overall business management, offering clients the peace of mind that their financial data is meticulously managed by Certified Public Accountants.

Areas served

Quincy, MABraintree, MAWeymouth, MAMilton, MARandolph, MAHingham, MA

Frequently Asked Questions

Does Fuerst and Mortimer, PC accept new clients for bookkeeping services?

We welcome inquiries from prospective clients seeking professional bookkeeping services. Please contact our office to discuss your specific needs and to determine how we can best assist you with your financial record-keeping.

What information should I prepare for my initial consultation regarding bookkeeping?

For an initial consultation, it is helpful to bring any existing financial records, such as bank statements, credit card statements, and a general overview of your business or personal financial activities. This helps us understand your current situation.

How does Fuerst and Mortimer, PC handle client information and data security?

As a CPA firm, we adhere to professional standards for client confidentiality and data security. We utilize secure methods for managing and storing your financial information to protect your privacy.

What is the typical turnaround time for bookkeeping tasks?

The turnaround time for bookkeeping tasks can vary depending on the volume and complexity of your transactions. We strive to process information efficiently and will discuss expected timelines with you based on your specific service agreement.

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

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