Accountant
JGM Tax Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Lowell hasn't published exact rates. Get a personalized quote for accurate numbers.
Magno Coelho, CPA operates from Entrance from, 77 Mill St 3rd Floor Suite 337, Crane Ave Building B, Westfield, MA 01085 in Lowell, 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, and Tax Preparation. On Google Business Profile, the firm is categorized as an accountant.
For taxpayers in Lowell, 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.
JGM Tax Services is a tax professional firm located in Lowell, Massachusetts, dedicated to assisting individuals and businesses with their financial needs. The firm specializes in providing comprehensive bookkeeping and tax preparation services. As a tax professional, JGM Tax Services focuses on helping clients maintain accurate financial records and ensure compliance with tax regulations. The team understands the importance of precise financial management for both personal and business success. By offering tailored support, JGM Tax Services aims to simplify complex financial tasks, allowing clients to focus on their core activities. The firm is committed to delivering reliable and professional service to the Lowell community and surrounding areas, ensuring clients receive the attention and expertise required for their financial well-being and tax obligations. This approach helps clients navigate the intricacies of financial reporting and tax filing with confidence.
JGM Tax Services offers professional bookkeeping services designed to maintain organized and accurate financial records for individuals and businesses. This includes recording daily financial transactions, reconciling bank statements, managing accounts payable and receivable, and generating essential financial reports such as profit and loss statements and balance sheets. Proper bookkeeping provides a clear overview of financial health, supports budgeting, and simplifies the tax preparation process. By entrusting bookkeeping to a professional, clients can ensure their financial data is consistently up-to-date and compliant, allowing them to make informed decisions and focus on their primary activities without the burden of day-to-day record keeping. The firm also provides comprehensive tax preparation services for both individuals and businesses. This specialization involves accurately preparing and filing federal and state income tax returns. JGM Tax Services assists clients in identifying applicable deductions and credits, ensuring compliance with current tax laws and regulations. Whether it's individual income tax (Form 1040), small business taxes (Schedule C, S-Corp, Partnership), or other specific tax forms, the firm works to ensure all necessary documentation is correctly submitted. Professional tax preparation helps minimize errors, avoid penalties, and ensures that tax obligations are met efficiently and accurately, providing peace of mind during tax season and throughout the year.
JGM Tax Services works with both individuals and businesses. The firm provides bookkeeping and tax preparation services tailored to meet the specific needs of each client type.
For tax preparation, clients should typically bring income statements like W-2s or 1099s, records of deductions and credits, and previous year's tax returns. A detailed checklist can be provided upon request.
Professional bookkeeping ensures accurate financial records, which helps in tracking income and expenses, managing cash flow, and making informed business decisions. It also streamlines the tax preparation process.
Yes, JGM Tax Services prepares and files both federal and state income tax returns. The firm assists clients in complying with the tax laws applicable to their specific situation.
To get started, prospective clients can contact JGM Tax Services directly to discuss their specific bookkeeping or tax preparation needs. An initial conversation can help determine the best approach for your situation.