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Stephanie Jacobson, CPA

Accountant

5.0(1 Google review)
27 School St Eli Whitney, Boston, MA 02108
IRS-Verified CPA

Jacobson PC

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Boston

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Stephanie Jacobson

Stephanie Jacobson, CPA operates from 27 School St Eli Whitney, Boston, MA 02108 in Boston, 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 5-star rating across 1 ratings.

For taxpayers in Boston, 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 Stephanie Jacobson

Jacobson PC is a Certified Public Accountant (CPA) firm situated in Boston, Massachusetts, dedicated to providing foundational financial management services. As a CPA firm, Jacobson PC offers professional expertise to individuals and businesses seeking reliable accounting support. The firm's core specialization is bookkeeping, a crucial service for maintaining accurate and organized financial records. This focus enables Jacobson PC to assist clients in effectively managing their daily financial transactions, tracking income and expenses, and preparing comprehensive financial statements. By concentrating on bookkeeping, Jacobson PC helps clients in Boston and the surrounding communities ensure their financial data is meticulously recorded and readily available. This systematic approach supports better financial oversight, streamlines year-end preparations, and provides a solid basis for strategic financial planning, allowing clients to concentrate on their primary activities with confidence in their financial data.

Services Stephanie Jacobson offers

Jacobson PC specializes exclusively in bookkeeping services, providing clients with the essential tools and support needed to maintain accurate and organized financial records. Bookkeeping involves the systematic recording of all financial transactions, including sales, purchases, receipts, and payments. This fundamental service ensures that a client's financial data is up-to-date and correctly categorized, forming the backbone of sound financial management. For businesses, Jacobson PC's bookkeeping services can encompass managing accounts payable and receivable, reconciling bank statements, and preparing general ledgers. This helps businesses track their cash flow, monitor expenses, and understand their profitability on an ongoing basis. Accurate bookkeeping is vital for operational efficiency and provides the necessary data for internal reporting and external compliance. For individuals or sole proprietors, bookkeeping support from Jacobson PC helps in organizing personal and business-related financial transactions. This can simplify tax preparation, ensure all deductible expenses are captured, and provide a clear picture of personal financial health. By entrusting their bookkeeping to Jacobson PC, clients can reduce the administrative burden of financial record-keeping, allowing them to focus their time and resources elsewhere. The firm's approach ensures that financial information is precise and readily accessible for analysis and decision-making.

Areas served

Boston, MACambridge, MASomerville, MABrookline, MANewton, MAQuincy, MA

Frequently Asked Questions

Does Jacobson PC accept new clients for bookkeeping services?

Jacobson PC welcomes inquiries from prospective clients seeking professional bookkeeping support. We encourage you to contact us to discuss your specific needs and how we can assist you.

What information should I prepare for my initial consultation?

For an initial consultation, it is helpful to bring any existing financial records, such as bank statements, previous ledgers, or a summary of your current financial processes. This allows us to understand your situation better.

How does Jacobson PC handle client data security and confidentiality?

Jacobson PC adheres to professional standards for client data security and confidentiality. We employ appropriate measures to protect your financial information and ensure its privacy.

What is the typical turnaround time for bookkeeping tasks?

Turnaround times for bookkeeping tasks can vary depending on the volume and complexity of transactions. We work with each client to establish a regular schedule that meets their specific requirements and ensures timely processing.

How does Jacobson PC structure its fees for bookkeeping services?

Our fees for bookkeeping services are typically structured based on the scope and frequency of the services required. We provide transparent pricing and can discuss a tailored fee arrangement during your consultation.

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

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