Accountant
Ingle & Associates, LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Wellesley Hls hasn't published exact rates. Get a personalized quote for accurate numbers.
Daniel O'Connor, CPA operates from 40 Washington St suite 105, Wellesley Hills, MA 02481 in Wellesley Hls, 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 accountant. Public Google reviews show a 3.7-star rating across 6 ratings.
For taxpayers in Wellesley Hls, 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.
Ingle & Associates, LLC is a dedicated tax professional firm situated in Wellesley Hls, Massachusetts, serving clients in the local community and surrounding regions. The firm's primary focus is on delivering essential financial services, with a strong emphasis on tax preparation and related financial management. As a tax professional, Ingle & Associates, LLC assists individuals and businesses in navigating the complexities of tax regulations, ensuring accurate filing and compliance. A key specialization offered by the firm is bookkeeping. This service is fundamental to maintaining clear and organized financial records, which is vital for both day-to-day operations and strategic financial planning. By providing thorough bookkeeping support, Ingle & Associates, LLC empowers clients to have a precise understanding of their financial position, facilitating smoother tax processes and more effective financial oversight.
Ingle & Associates, LLC specializes in providing comprehensive bookkeeping services, a foundational element for effective financial management and accurate tax preparation. Bookkeeping involves the systematic recording of all financial transactions, including sales, purchases, receipts, and payments. This meticulous process ensures that a client's financial records are always up-to-date and accurate, providing a clear picture of their financial health. Our bookkeeping services encompass several key areas designed to support both individuals and businesses. This includes managing general ledgers, reconciling bank accounts, and categorizing expenses and income. Proper categorization is crucial for understanding spending patterns and identifying areas for potential savings. We also handle accounts payable and receivable, ensuring that bills are paid on time and that incoming payments are tracked and collected efficiently. Maintaining accurate and organized books throughout the year is not only essential for operational clarity but also significantly streamlines the tax preparation process. With precise financial data, clients can approach tax season with confidence, knowing that all necessary information is readily available and correctly documented. Our approach to bookkeeping aims to reduce stress and save time for clients, allowing them to focus on their primary activities while we manage their financial records with diligence and expertise. This foundational support helps clients make informed financial decisions and ensures compliance with tax requirements.
Yes, Ingle & Associates, LLC welcomes new clients seeking professional tax and bookkeeping assistance. We encourage prospective clients to reach out to discuss their specific needs and how we can support their financial goals.
For an initial bookkeeping consultation, it's helpful to bring any existing financial records, such as bank statements, credit card statements, and previous financial reports. This helps us understand your current financial setup.
Protecting client information is a priority. We employ secure methods for handling and storing all financial data, adhering to professional standards to ensure confidentiality and privacy.
Turnaround times can vary depending on the complexity and completeness of the provided financial information. We strive to process all work efficiently and will communicate expected timelines clearly.
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