Certified public accountant
Jesson, Oslin & Associates, LLP
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Milton hasn't published exact rates. Get a personalized quote for accurate numbers.
David Short, EA operates from 2 Granite Ave, Milton, MA 02186 in Milton, 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 Tax Preparation, and Bookkeeping. On Google Business Profile, the firm is categorized as a certified public accountant. Public Google reviews show a 4.2-star rating across 5 ratings.
For taxpayers in Milton, 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.
Jesson, Oslin & Associates, LLP is a professional firm situated in Milton, Massachusetts, providing dedicated support for tax and financial record-keeping requirements. The firm assists both individuals and businesses within the local community. A key credential held by the firm is that of an Enrolled Agent (EA). This designation signifies authorization to represent taxpayers before the Internal Revenue Service, covering a range of tax matters such as audits, collections, and appeals. The EA credential reflects a deep understanding of federal tax law and its application. Jesson, Oslin & Associates, LLP is committed to offering practical assistance, helping clients navigate their tax obligations and maintain organized financial records. The firm focuses on delivering services that are grounded in current tax regulations, ensuring clients receive informed guidance for their specific situations.
Jesson, Oslin & Associates, LLP specializes in two core areas: Tax Preparation and Bookkeeping. Our Tax Preparation services are designed to help individuals and businesses accurately file their federal and state tax returns. We work to ensure that all relevant income, deductions, and credits are properly accounted for, aiming for compliance with current tax laws. This involves gathering necessary financial documents, calculating tax liabilities, and submitting returns electronically or by mail. For individuals, this may include preparing Form 1040 and related schedules. For businesses, we handle various business tax forms, such as those for corporations, partnerships, or sole proprietorships, ensuring all required filings are completed correctly and on time. The goal is to streamline the filing process and provide clarity regarding tax obligations. Our Bookkeeping services focus on maintaining organized and accurate financial records for businesses. This essential service involves recording financial transactions, managing ledgers, and reconciling accounts. Proper bookkeeping provides a clear picture of a business's financial health, which is crucial for operational decision-making and tax planning. We assist clients in tracking income and expenses, categorizing transactions, and preparing financial statements. Consistent and accurate bookkeeping helps businesses monitor their cash flow, identify areas for improvement, and ensures that financial data is readily available when needed, particularly for tax preparation purposes.
An Enrolled Agent (EA) is a federally authorized tax practitioner who has technical expertise in the field of taxation. EAs are empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service for tax issues, including audits, collections, and appeals. This credential ensures a high level of knowledge in federal tax law.
To ensure accurate tax preparation, clients should bring all relevant income statements, such as W-2s, 1099s, and K-1s. Additionally, documentation for deductions and credits, like mortgage interest statements, property tax bills, and records of charitable contributions, will be helpful. Providing complete information allows for a thorough and compliant tax filing.
Bookkeeping services provide a clear and organized record of your business's financial transactions. This helps in monitoring cash flow, tracking expenses, and understanding profitability. Accurate bookkeeping is fundamental for making informed business decisions and simplifies the process of tax preparation at year-end.