Consultant
KS and LZ Accounting
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Lexington hasn't published exact rates. Get a personalized quote for accurate numbers.
Xinyu Zhang, CPA operates from 594 Marrett Rd, Lexington, MA 02421 in Lexington, 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. On Google Business Profile, the firm is categorized as a consultant.
For taxpayers in Lexington, 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.
KS and LZ Accounting is a tax professional firm situated in Lexington, Massachusetts, dedicated to serving the financial needs of its community. The firm provides essential accounting services, with a primary focus on tax preparation and comprehensive bookkeeping. As a tax professional, KS and LZ Accounting assists clients in navigating the complexities of tax regulations, ensuring accurate and timely submissions. The core specialization in bookkeeping allows the firm to support individuals and businesses in maintaining organized and up-to-date financial records. This includes recording transactions, managing ledgers, and preparing foundational financial reports. By offering these focused services, KS and LZ Accounting helps clients achieve greater financial clarity, streamline their operations, and meet their compliance obligations effectively. The firm is a local resource for those in Lexington, MA, seeking reliable and professional support for their accounting and tax requirements.
KS and LZ Accounting specializes in providing comprehensive bookkeeping services, a foundational element for sound financial management. Bookkeeping involves the systematic recording of all financial transactions for businesses and individuals, ensuring an accurate and up-to-date financial picture. This essential service includes meticulously recording daily income and expenses, categorizing transactions appropriately, and performing regular bank and credit card reconciliations to verify accuracy and identify any discrepancies. By maintaining precise ledgers, we help clients track their financial movements, understand their cash flow, and monitor their overall financial health throughout the fiscal year. Accurate and organized bookkeeping is indispensable for several reasons, particularly for efficient tax preparation. It provides the structured data required to complete tax filings correctly and on time, minimizing the risk of errors and potential audits. Our bookkeeping support aims to simplify the often-complex task of financial record-keeping, allowing clients to dedicate more time to their primary activities. We assist in generating essential financial reports, such as income statements and balance sheets, which offer valuable insights into profitability and financial position. These insights are crucial for strategic planning, budgeting, and making informed business decisions. Through our dedicated bookkeeping services, KS and LZ Accounting helps clients maintain financial clarity and meet their compliance obligations effectively.
Yes, we welcome new clients seeking professional tax and bookkeeping assistance. We encourage prospective clients to contact us to discuss their specific needs and how we can best support them.
For your initial bookkeeping consultation, please bring any existing financial records, such as bank statements, credit card statements, and previous income/expense summaries. This helps us understand your current financial situation.
As a tax professional, we prepare and file tax returns accurately based on your financial records. We utilize electronic filing methods where applicable to ensure efficient and secure submission to the relevant tax authorities.
Our service fees are determined based on the complexity and scope of the work required for your specific tax and bookkeeping needs. We aim to provide transparent pricing and can discuss this during an initial consultation.
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