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Aimee Jefferson, CPA

Certified public accountant

3.7(3 Google reviews)
120 Water St, North Andover, MA 01845
IRS-Verified CPA

Jefferson CPA

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in North Andover

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Aimee Jefferson

Aimee Jefferson, CPA operates from 120 Water St, North Andover, MA 01845 in North Andover, 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 Tax Preparation, and Bookkeeping. On Google Business Profile, the firm is categorized as a certified public accountant. Public Google reviews show a 3.7-star rating across 3 ratings.

For taxpayers in North Andover, 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 Aimee Jefferson

Jefferson CPA is a Certified Public Accountant firm located in North Andover, Massachusetts. The firm focuses on providing essential financial services to individuals and businesses within the local community and surrounding areas. With specializations in Tax Preparation and Bookkeeping, Jefferson CPA aims to support clients in managing their financial records and fulfilling their tax obligations. The firm's approach is centered on delivering clear, accurate, and reliable accounting assistance. Clients seeking support with their annual tax filings or needing ongoing help to maintain organized financial transactions can find assistance here. Jefferson CPA is dedicated to serving the financial needs of its North Andover clientele through its core service offerings.

Services Aimee Jefferson offers

Jefferson CPA offers specialized services in Tax Preparation and Bookkeeping. Our Tax Preparation services are designed to assist individuals and businesses in accurately preparing and filing their annual tax returns. This includes gathering necessary financial documents, calculating deductions and credits, and ensuring compliance with current tax laws to help clients meet their obligations efficiently. We aim to simplify the tax filing process for our clients. Our Bookkeeping services provide systematic recording of financial transactions for businesses. This involves maintaining ledgers, reconciling accounts, and generating financial reports that offer a clear overview of a company's financial health. Accurate bookkeeping is fundamental for informed decision-making and serves as the basis for effective tax planning and financial management.

Areas served

North Andover, MAAndover, MALawrence, MAMethuen, MAHaverhill, MATewksbury, MA

Frequently Asked Questions

Does Jefferson CPA accept new clients for tax preparation or bookkeeping services?

Yes, Jefferson CPA is currently accepting new clients for both tax preparation and bookkeeping services. We encourage prospective clients to reach out to discuss their specific needs and how we can assist them.

What information should I bring for my initial tax preparation consultation?

For tax preparation, please bring all relevant income statements (W-2s, 1099s), deduction records, and any other pertinent financial documents from the tax year. This helps us accurately assess your situation.

How does Jefferson CPA handle client information and ensure confidentiality?

We maintain strict confidentiality protocols for all client information, adhering to professional ethical standards and privacy regulations. Your financial data is handled with care and discretion.

Can Jefferson CPA assist with both personal and business tax filings?

Yes, our tax preparation services are equipped to handle both individual tax returns and business tax filings. We work with clients to ensure all applicable forms are completed accurately.

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

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