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Kelly Rose, CPA

Certified public accountant

Northampton, Massachusetts
IRS-Verified CPA

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in Northampton

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Kelly Rose

Kelly Rose, CPA operates from Northampton, 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.

For taxpayers in Northampton, 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 Kelly Rose

Kelly Rose, CPA, offers professional accounting and tax services from her office in Northampton, Massachusetts. As a Certified Public Accountant, Kelly Rose provides specialized knowledge in financial regulations and tax codes for individuals and businesses within the local community and surrounding areas. The firm is dedicated to assisting clients with their financial needs, emphasizing accuracy and clear communication. Services provided include comprehensive tax preparation and diligent bookkeeping support, designed to help clients maintain organized financial records and meet their compliance obligations. Located in the heart of the Pioneer Valley, Kelly Rose, CPA serves clients seeking reliable financial guidance and support for their personal and business finances. The practice is built on a commitment to understanding each client's specific situation to deliver tailored solutions. Whether you require assistance with annual tax filings, quarterly estimated taxes, or ongoing financial record management, Kelly Rose, CPA is prepared to help manage your accounting responsibilities effectively and efficiently.

Services Kelly Rose offers

Kelly Rose, CPA specializes in two core areas: Tax Preparation and Bookkeeping. Our Tax Preparation services are designed to help individuals and businesses meet their filing obligations accurately and on time. For individuals, this includes preparing federal and state income tax returns, ensuring all applicable deductions and credits are considered. We assist with various income sources, from wages and investments to rental properties and self-employment income. For businesses, our tax preparation extends to sole proprietorships, partnerships, and small corporations, focusing on accurate reporting of income, expenses, and liabilities to comply with federal and state tax laws. We aim to simplify the tax filing process, providing clear explanations and ensuring all necessary documentation is correctly submitted. Our Bookkeeping services provide essential support for businesses to maintain organized and up-to-date financial records. This involves systematically recording all financial transactions, including income, expenses, assets, and liabilities. We help businesses categorize transactions, reconcile bank and credit card statements, and prepare fundamental financial reports such as profit and loss statements and balance sheets. Accurate bookkeeping is crucial for understanding a business's financial health, making informed decisions, and ensuring readiness for tax season. By managing these ongoing financial tasks, Kelly Rose, CPA helps business owners focus on their core operations while maintaining a clear picture of their financial standing.

Areas served

Northampton, MAEasthampton, MAHadley, MAAmherst, MASouth Hadley, MAHolyoke, MA

Frequently Asked Questions

What should I bring to my first tax preparation appointment?

For tax preparation, please bring all relevant income statements (W-2s, 1099s), expense records, and any other tax-related documents. A prior year's tax return can also be helpful for reference.

Does Kelly Rose, CPA work with both individuals and businesses?

Yes, Kelly Rose, CPA provides tax preparation and bookkeeping services for both individual clients and a variety of small to medium-sized businesses.

How often should my business's bookkeeping be updated?

The frequency depends on your business's transaction volume, but typically monthly or quarterly updates are recommended to maintain accurate financial records. Regular updates help ensure timely financial insights.

What types of businesses do you provide bookkeeping services for?

We offer bookkeeping services for various small businesses, including sole proprietorships, partnerships, and small corporations in the local area. This helps them track income and expenses effectively.

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

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