Accountant
Jaffee Associates
Specializes in
Languages
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.
Wendy Stanikmas, EA operates from 369 Burncoat St, Worcester, MA 01606 in Worcester, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As an Enrolled Agent, the practice is licensed by the U.S. Department of the Treasury to represent taxpayers before any IRS office — including audits, collections, and appeals — a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.
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 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.
Jaffee Associates is a professional firm situated in Worcester, Massachusetts, dedicated to providing essential financial services. The firm operates under the credential of an Enrolled Agent (EA), which signifies federal authorization to represent taxpayers before the Internal Revenue Service. This designation highlights a strong foundation in tax law and compliance, ensuring that all financial practices are aligned with current regulations. Jaffee Associates primarily focuses on delivering comprehensive bookkeeping services. This specialization is designed to support individuals and businesses in the Worcester area by maintaining accurate and organized financial records. Clients can rely on the firm for meticulous handling of their daily transactions, ledger maintenance, and financial reporting. The emphasis on precise bookkeeping provides a clear financial picture, which is invaluable for informed decision-making, operational efficiency, and seamless tax preparation. Jaffee Associates aims to be a trusted resource for clients seeking professional and compliant management of their financial data.
Jaffee Associates specializes in providing professional bookkeeping services, designed to help individuals and businesses maintain accurate and organized financial records. Our bookkeeping services cover the systematic recording of financial transactions, ensuring that all income and expenses are properly categorized and documented. This includes managing ledgers, reconciling bank accounts, and preparing essential financial statements such as profit and loss statements and balance sheets. Effective bookkeeping is fundamental for understanding a client's financial health and making informed decisions. We assist clients with the day-to-day tasks of financial record-keeping, which can range from processing invoices and payments to tracking receivables and payables. By maintaining up-to-date and precise financial data, we help clients avoid common errors and ensure compliance with financial regulations. Our approach to bookkeeping aims to simplify the financial management process, providing a clear and comprehensive overview of financial activities. This meticulous attention to detail supports efficient operations and lays a solid foundation for tax preparation, helping to ensure that all necessary financial information is readily available and accurate when needed. We focus on delivering reliable and consistent bookkeeping support, allowing clients to concentrate on their core activities with confidence in their financial data.
Yes, Jaffee Associates welcomes new clients seeking professional bookkeeping support. We encourage prospective clients to contact us to discuss their specific needs and how we can assist them.
To begin, clients typically provide bank statements, credit card statements, sales records, expense receipts, and any relevant payroll information. We will guide you on the specific documents needed based on your business or individual financial situation.
We prioritize clear and efficient communication, utilizing secure methods for document exchange. Clients can expect regular updates and have various options for submitting their financial information, which we can discuss during an initial consultation.
Turnaround times can vary depending on the volume and complexity of transactions. We strive to process information efficiently and will establish a clear timeline for regular updates and reporting based on your specific service agreement.
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