M

Michael O'Brien, CPA

Accountant

4.7(19 Google reviews)
35 Highland Cir suite 103, Needham Heights, MA 02494
IRS-Verified CPA

Goldberg & Associates, CPAs

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Needham

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Michael O'Brien

Michael O'Brien, CPA operates from 35 Highland Cir suite 103, Needham Heights, MA 02494 in Needham, 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 accountant. Public Google reviews show a 4.7-star rating across 19 ratings.

For taxpayers in Needham, 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 Michael O'Brien

Goldberg & Associates, CPAs is a Certified Public Accountant firm situated in Needham, Massachusetts, serving the financial needs of individuals and businesses throughout the local area. As CPAs, the firm is committed to delivering professional and reliable accounting services, with a primary focus on bookkeeping. This specialization enables Goldberg & Associates to assist clients in meticulously organizing and maintaining their financial records. By ensuring accurate tracking of income, expenses, and transactions, the firm helps clients establish a solid foundation for their financial operations. Whether for small businesses managing daily finances or individuals requiring structured record-keeping, Goldberg & Associates provides dedicated support to foster clarity and compliance in financial matters. The firm's expertise in bookkeeping is designed to streamline financial processes and support informed decision-making for its clientele.

Services Michael O'Brien offers

Goldberg & Associates, CPAs offers dedicated and comprehensive bookkeeping services, which form the cornerstone of sound financial management for both individuals and businesses. Our bookkeeping specialization ensures that all financial transactions are meticulously recorded, categorized, and maintained. This includes the systematic tracking of income, expenses, assets, and liabilities, providing a clear and accurate overview of your financial health. Our services cover essential components such as managing accounts payable, ensuring that your bills are paid accurately and on time, and handling accounts receivable, which involves tracking and collecting payments due to your business. We also perform regular bank reconciliations, a crucial step to verify that your internal cash records align perfectly with your bank statements, helping to identify and resolve any discrepancies promptly. Furthermore, our bookkeeping support includes maintaining general ledgers and subsidiary ledgers, ensuring every financial entry is correctly posted and balanced. This detailed record-keeping is vital for generating reliable financial reports, such as income statements and balance sheets, which are indispensable tools for making informed business decisions and complying with tax requirements. By entrusting your bookkeeping to Goldberg & Associates, CPAs, clients gain peace of mind knowing their financial records are precise, organized, and ready for any future financial analysis or tax preparation needs.

Areas served

Needham, MAWellesley, MANewton, MADover, MAWestwood, MADedham, MA

Frequently Asked Questions

Does Goldberg & Associates, CPAs accept new bookkeeping clients?

Yes, Goldberg & Associates, CPAs is currently accepting new clients for our bookkeeping services. We welcome inquiries from individuals and businesses seeking professional financial record-keeping support. Please contact us to discuss your specific needs.

What information should I prepare for my initial bookkeeping consultation?

For your first meeting, it's helpful to bring any existing financial records, such as bank statements, credit card statements, and previous income/expense summaries. This helps us understand your current financial situation and tailor our approach.

How does Goldberg & Associates handle client data security and privacy?

We adhere to strict professional standards for client data security and privacy. All financial information is handled with the utmost confidentiality and protected through secure practices in line with industry best standards.

What is the typical turnaround time for bookkeeping tasks?

Turnaround times can vary depending on the volume and complexity of your transactions. We strive for efficient processing and will discuss a clear timeline with you based on your specific service agreement and needs.

What is your pricing structure for bookkeeping services?

Our pricing for bookkeeping services is determined based on the scope and frequency of the work required. We offer transparent pricing and will provide a detailed quote after assessing your individual or business needs during an initial consultation.

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

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