Accountant
Kauffman & Davis, P.C.
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Boston hasn't published exact rates. Get a personalized quote for accurate numbers.
Philip Davis, CPA operates from 50 Congress St, Boston, MA 02109 in Boston, 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 Bookkeeping. On Google Business Profile, the firm is categorized as an accountant. Public Google reviews show a 3-star rating across 2 ratings.
For taxpayers in Boston, 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.
Kauffman & Davis, P.C. is a Certified Public Accountant (CPA) firm based in Boston, Massachusetts, serving individuals and businesses across the local metropolitan area. The firm provides professional financial services, with a primary specialization in bookkeeping. This focus allows Kauffman & Davis, P.C. to assist clients in establishing and maintaining accurate, organized financial records. Their expertise in bookkeeping is crucial for ensuring that daily financial transactions are meticulously tracked, categorized, and reconciled, forming the bedrock of sound financial management. By concentrating on these fundamental services, the firm helps clients gain clarity into their financial position and supports their compliance needs. Kauffman & Davis, P.C. is dedicated to delivering reliable and precise bookkeeping support, enabling clients to manage their financial operations efficiently and confidently within the Boston community.
The firm's core service offering is bookkeeping, which encompasses the systematic recording of financial transactions. This includes managing daily sales, purchases, receipts, and payments to ensure all financial activities are accurately documented. Bookkeeping services also involve reconciling bank statements and credit card accounts, verifying that recorded transactions match bank records and identifying any discrepancies. Furthermore, the firm assists with categorizing expenses and income, which is vital for preparing financial statements and for tax purposes. Maintaining up-to-date and organized ledgers is another key aspect, providing a clear overview of a client's financial health at any given time. These services lay the groundwork for accurate financial reporting, helping clients understand their cash flow and overall financial performance. Proper bookkeeping ensures that financial data is readily available for analysis, budgeting, and making informed business decisions. It also supports compliance with financial regulations and simplifies the process of preparing for tax filings. The firm's bookkeeping support is designed to alleviate the burden of financial record-keeping, allowing clients to focus on their primary activities while knowing their financial data is professionally managed.
Yes, Kauffman & Davis, P.C. is currently accepting new clients seeking professional bookkeeping support. We encourage prospective clients to contact our Boston office to discuss their specific needs and how we can assist them.
For an initial consultation, it is helpful to bring any existing financial records, such as bank statements, credit card statements, and previous transaction summaries. This allows us to understand your current financial situation and discuss how our bookkeeping services can best support you.
Our pricing for bookkeeping services is typically based on the scope and complexity of your financial needs. We aim to provide clear and transparent fee structures, and we can discuss a tailored quote during your initial consultation.
Yes, our bookkeeping services can include assistance with organizing and categorizing past financial records to bring them up-to-date. This helps establish a solid foundation for ongoing financial management and future reporting.