Accounting firm
Halkiadakis & Co. PC
Specializes in
Languages
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.
Anastasia Halkiadakis, CPA operates from 177 Worcester St, Wellesley, MA 02481 in Wellesley, 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 Bookkeeping. On Google Business Profile, the firm is categorized as an accounting firm.
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.
Halkiadakis & Co. PC is a tax professional firm situated in Wellesley, Massachusetts, offering specialized financial services to its clients. The firm's primary focus is on bookkeeping, providing essential support for maintaining accurate and organized financial records. As a tax professional, Halkiadakis & Co. PC is well-positioned to understand the critical link between meticulous bookkeeping and effective tax planning and compliance. The firm serves individuals and businesses within Wellesley and the surrounding Massachusetts communities, assisting those who require diligent attention to their financial transactions and record-keeping processes. By concentrating on bookkeeping, Halkiadakis & Co. PC helps clients ensure their financial data is systematically recorded, reconciled, and prepared for various financial reporting and tax requirements. This focused approach aims to provide foundational financial clarity, enabling clients to manage their fiscal responsibilities with greater ease and accuracy.
Halkiadakis & Co. PC specializes in comprehensive bookkeeping services, designed to support clients in maintaining precise and up-to-date financial records. Bookkeeping involves the systematic recording of all financial transactions, including sales, purchases, receipts, and payments. This service ensures that a client's financial ledger is accurate, providing a clear picture of their financial health at any given time. We assist with the meticulous organization and categorization of financial data, which is crucial for both internal financial analysis and external reporting requirements. Our bookkeeping services encompass a range of essential tasks, such as managing accounts payable to ensure timely payments to vendors and handling accounts receivable to track incoming revenue. We also perform regular bank statement reconciliations to verify that all transactions are accurately reflected in the financial records. Furthermore, we can assist in preparing foundational financial statements like income statements and balance sheets, offering a snapshot of a client's profitability and financial position. Accurate and consistent bookkeeping forms the bedrock for informed business decisions and streamlined tax preparation, helping clients to identify financial trends, manage cash flow effectively, and ensure compliance with tax regulations. By handling the day-to-day financial record-keeping, Halkiadakis & Co. PC allows clients to focus on their core activities while maintaining confidence in the integrity and reliability of their financial data. This specialization ensures that all financial entries are correctly posted and maintained, providing a solid foundation for all other financial and tax-related activities.
We welcome inquiries from prospective clients seeking bookkeeping support. Please contact our office to discuss your specific needs and how we can assist you.
For an initial discussion, it's helpful to have a general understanding of your current financial record-keeping practices and any specific challenges you face. We can then guide you on what detailed documents might be beneficial.
We prioritize the confidentiality and security of all client financial information. We utilize appropriate measures to protect your data during our bookkeeping processes.
Our pricing for bookkeeping services is typically based on the scope and complexity of the work required. We can provide a clear understanding of costs after an initial assessment of your needs.
As a tax professional firm, we understand the connection between accurate bookkeeping and tax preparation. While our specialization is bookkeeping, we can discuss how our services support your overall tax needs.
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