Consultant
Kokinos & Waterman
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Lynnfield hasn't published exact rates. Get a personalized quote for accurate numbers.
James Waterman, CPA operates from 220 Broadway, Lynnfield, MA 01940 in Lynnfield, 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 consultant.
For taxpayers in Lynnfield, 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.
Kokinos & Waterman is a Certified Public Accountant (CPA) firm situated in Lynnfield, Massachusetts, dedicated to providing professional financial services. The firm's core offerings, Tax Preparation and Bookkeeping, position them to assist a diverse range of clients, including individuals, small businesses, and other entities seeking reliable financial management. As CPAs, Kokinos & Waterman brings expertise to help clients navigate the complexities of financial regulations and maintain organized financial records. Their focus on these foundational accounting services ensures that clients receive support for critical tasks such as annual tax compliance, accurate transaction recording, and financial reporting. From their Lynnfield location, the firm is committed to delivering precise and practical financial solutions tailored to the needs of their local community and surrounding areas. This approach helps clients manage their financial responsibilities effectively, ensuring compliance and providing clarity on their financial standing. They serve as a resource for those needing expert assistance with their essential accounting and tax requirements.
Kokinos & Waterman specializes in providing two fundamental financial services: Tax Preparation and Bookkeeping. Our Tax Preparation services are designed to assist both individuals and businesses in accurately preparing and filing their required tax returns. This includes gathering all necessary financial information, calculating taxable income, identifying applicable deductions and credits, and ensuring full compliance with federal, state, and local tax regulations. The goal is to ensure that tax filings are correct, complete, and submitted on time, helping clients meet their obligations while optimizing their tax position within legal frameworks. We aim to simplify the often-complex process of tax compliance for our clients. 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 revenues, expenses, assets, and liabilities. Accurate bookkeeping is crucial for tracking financial performance, managing cash flow, and preparing for tax season. These services can include managing general ledgers, reconciling bank accounts, and generating financial statements such as income statements and balance sheets. By maintaining precise financial records, businesses gain valuable insights into their operations, which supports strategic planning and ensures readiness for audits or other financial reviews. We help businesses establish and maintain a clear financial picture.
For tax preparation, please bring all relevant income statements (W-2s, 1099s), deduction records, and any other financial documents pertaining to your income and expenses for the tax year. Organizing these documents beforehand can help streamline the process.
Yes, Kokinos & Waterman is currently accepting new clients for both tax preparation and bookkeeping services. We encourage prospective clients to contact our office to discuss their specific needs and how we can assist them.
We primarily utilize electronic filing (e-filing) for tax returns whenever possible, which is generally the fastest and most secure method. We will review your completed return with you before submission to ensure accuracy and your understanding.
Our pricing for services is based on the complexity and scope of the work required. We aim to provide transparent fee structures and can discuss an estimate for your specific tax or bookkeeping needs during an initial consultation.
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