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David Ojerholm, CPA

Accounting firm

333 Shrewsbury St, Worcester, MA 01604
IRS-Verified CPA

Houssan & Ojerholm, PC

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Worcester

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About David Ojerholm

David Ojerholm, CPA operates from 333 Shrewsbury St, Worcester, MA 01604 in Worcester, 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 Worcester, 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 David Ojerholm

Houssan & Ojerholm, PC is a Certified Public Accountant (CPA) firm situated in Worcester, Massachusetts. This firm is dedicated to providing professional accounting services, with a primary focus on comprehensive bookkeeping solutions. Serving individuals and businesses within Worcester and its neighboring communities, Houssan & Ojerholm, PC assists clients in maintaining precise and well-organized financial records. Their specialization in bookkeeping underscores a commitment to helping clients effectively manage their daily financial transactions, ensuring accuracy and facilitating compliance. As a CPA firm, they apply professional standards and expertise to all bookkeeping engagements, supporting clients in gaining a clear understanding of their financial health and preparing for subsequent financial reporting or tax obligations. This focused approach allows them to deliver foundational financial management support.

Services David Ojerholm offers

Houssan & Ojerholm, PC specializes exclusively in providing comprehensive bookkeeping services to its clients. Bookkeeping is the systematic recording of all financial transactions, a fundamental process essential for individuals and businesses to accurately track their income, expenses, and overall financial position. This service encompasses a range of critical tasks, including the meticulous recording of sales, purchases, receipts, and payments, ensuring that every financial activity is precisely documented and categorized. Clients who engage Houssan & Ojerholm, PC for bookkeeping can anticipate expert assistance with maintaining their general ledgers, performing regular reconciliations of bank and credit card statements, and organizing all financial data efficiently. Accurate and up-to-date bookkeeping provides a transparent view of financial performance, significantly aids in effective cash flow management, and forms the indispensable foundation for preparing reliable financial statements and accurate tax returns. By managing these essential accounting tasks, the firm empowers clients to maintain order and clarity in their finances, enabling them to concentrate on their primary objectives with full confidence in the integrity of their financial records. This dedicated support ensures that all financial data is consistently reliable, accessible, and prepared for any necessary analysis, reporting, or compliance requirements.

Areas served

Worcester, MAShrewsbury, MAAuburn, MAHolden, MAWest Boylston, MAGrafton, MAMillbury, MA

Frequently Asked Questions

Does Houssan & Ojerholm, PC accept new clients for bookkeeping?

We welcome inquiries from prospective clients seeking professional bookkeeping services. Please contact our office to discuss your specific needs and how we can assist you.

What information should I prepare for bookkeeping services?

To begin, clients typically provide bank statements, credit card statements, sales records, expense receipts, and any other relevant financial documents. We will guide you on the specific items needed.

How does your firm handle client communication and document exchange?

We prioritize clear and efficient communication with our clients. Documents can be exchanged securely, and we are available to discuss your financial records and any questions you may have.

What is the typical turnaround time for bookkeeping tasks?

Turnaround times can vary depending on the volume and complexity of transactions. We strive for timely processing and will establish a clear schedule with you based on your specific requirements.

How is pricing structured for your bookkeeping services?

Our pricing for bookkeeping services is determined based on the scope and frequency of the work required. We can provide a clear understanding of our fee structure after an initial consultation to assess your needs.

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

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