Financial advisor
Kaizerman & Associates
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Natick hasn't published exact rates. Get a personalized quote for accurate numbers.
Mark Kaizerman, CPA operates from 182 W Central St # 200, Natick, MA 01760 in Natick, 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 financial advisor.
For taxpayers in Natick, 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.
Kaizerman & Associates is a CPA firm situated in Natick, Massachusetts, dedicated to providing foundational financial services to individuals and businesses within the local community and its surrounding regions. As Certified Public Accountants, the firm specializes in assisting clients with their tax obligations and maintaining precise financial records. A core focus is Tax Preparation, where the firm helps clients understand and navigate the complexities of tax codes, ensuring accurate and timely filing for various tax situations. Complementing this, Kaizerman & Associates offers comprehensive Bookkeeping services, which are vital for businesses to meticulously track financial transactions, manage cash flow efficiently, and maintain organized records essential for both daily operations and year-end tax reporting. The firm's approach is centered on supporting clients by expertly managing these critical financial tasks, enabling them to pursue their personal or business goals with greater assurance in their financial compliance and reporting.
Kaizerman & Associates provides focused financial services centered on Tax Preparation and Bookkeeping, designed to support both individual and business clients.Tax Preparation: This service is dedicated to the comprehensive preparation and accurate filing of various tax returns. For individuals, this involves navigating personal income tax forms, identifying applicable deductions and credits, and ensuring all necessary documentation is correctly submitted to federal and state authorities. For businesses, it includes preparing corporate, partnership, or sole proprietorship tax returns, ensuring compliance with current tax laws and regulations. The firm works to simplify the tax filing process, helping clients understand their obligations and achieve accurate reporting.Bookkeeping: This essential service focuses on maintaining precise and organized financial records for businesses on an ongoing basis. It covers the systematic recording of all financial transactions, including income and expenses, managing accounts receivable to track client payments, and handling accounts payable for vendor invoices. The firm also performs regular bank reconciliations to ensure accuracy and prepares fundamental financial statements, such as profit and loss statements and balance sheets. Robust bookkeeping provides businesses with clear insights into their financial performance, supports budgeting, and creates a solid foundation for efficient tax preparation and overall financial management.
Yes, we welcome new individual and business clients seeking assistance with their tax preparation needs. We recommend contacting our office to discuss your specific situation and schedule an initial consultation.
Please bring all relevant income statements (W-2s, 1099s), deduction information (mortgage interest, charitable contributions), and any other financial documents pertinent to your tax year. A detailed checklist can be provided upon scheduling your appointment.
Our bookkeeping services are typically provided on an ongoing basis, tailored to your business's needs. We work with clients to establish a regular schedule for recording transactions, reconciling accounts, and generating financial reports.
We offer secure methods for clients to submit their tax documents electronically. Our team will provide instructions on how to securely upload your information, ensuring convenience and data protection.
Our fees are based on the complexity and scope of the services required. We aim for transparency and can discuss our pricing structure during your initial consultation after understanding your specific tax or bookkeeping needs.