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Patricia Doliveira, CPA

Accountant

148 Linden St # 6, Wellesley, MA 02482
IRS-Verified CPA

Gormican & PC

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Wellesley

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Patricia Doliveira

Patricia Doliveira, CPA operates from 148 Linden St # 6, Wellesley, MA 02482 in Wellesley, 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.

For taxpayers in Wellesley, 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 Patricia Doliveira

Gormican & PC is a Certified Public Accountant (CPA) firm located in Wellesley, Massachusetts. This firm focuses on providing essential financial record-keeping services to its clients. As CPAs, Gormican & PC is equipped to assist individuals and various types of organizations with maintaining accurate and organized financial data. The primary specialization in bookkeeping indicates a commitment to helping clients manage their daily financial transactions, ensuring clarity and compliance. This foundational work is crucial for understanding financial performance, making informed decisions, and preparing for future financial obligations, including tax reporting. The firm serves clients seeking professional assistance with their financial records in the Wellesley area and surrounding communities.

Services Patricia Doliveira offers

Gormican & PC specializes in comprehensive bookkeeping services, which are fundamental to sound financial management. Bookkeeping involves the systematic recording of all financial transactions, including income, expenses, assets, and liabilities. This service ensures that all financial activities are accurately captured and categorized, providing a clear picture of a client's financial position. For businesses, this includes managing general ledgers, processing accounts payable and receivable, and reconciling bank and credit card statements. Accurate bookkeeping is vital for tracking cash flow, monitoring profitability, and maintaining compliance with financial regulations. It also forms the bedrock for preparing financial statements, such as income statements and balance sheets, which are essential for internal analysis and external reporting. Furthermore, well-maintained books significantly streamline the year-end tax preparation process, helping clients avoid potential issues and identify relevant deductions.

Areas served

Wellesley, MANewton, MANatick, MANeedham, MAWeston, MAFramingham, MA

Frequently Asked Questions

Is Gormican & PC currently accepting new bookkeeping clients?

We welcome inquiries from prospective clients. Please contact our office directly to discuss your specific bookkeeping needs and to determine if we are a good fit for your requirements.

What information should I prepare when engaging Gormican & PC for bookkeeping?

To begin, it is helpful to gather your financial records, such as bank statements, credit card statements, receipts, and invoices. We will provide guidance on the specific documents relevant to your situation during our initial consultation.

How does Gormican & PC handle client communication and document exchange?

We utilize secure and efficient methods for communication and document sharing. Our goal is to make the process convenient and secure for all our clients, and we can discuss the best approach for your needs.

Can your bookkeeping services help me prepare for tax season?

Yes, accurate and organized bookkeeping is the foundation for efficient tax preparation. Our services ensure your financial records are in order, making the tax filing process smoother and more accurate.

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

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