Accountant
Lilly Financial services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Taunton hasn't published exact rates. Get a personalized quote for accurate numbers.
Marwan Taman, CPA operates from 123 W Water St, Taunton, MA 02780 in Taunton, 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 an accountant. Public Google reviews show a 5-star rating across 4 ratings.
For taxpayers in Taunton, 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.
Lilly Financial services is a tax professional firm situated in Taunton, Massachusetts, dedicated to serving individuals and businesses within the local community and surrounding areas. The firm's core focus is on providing essential financial support, particularly through its specialization in bookkeeping. As a tax professional, Lilly Financial services assists clients in navigating their financial responsibilities, ensuring compliance and clarity in their financial affairs. The emphasis on bookkeeping means the firm helps clients establish and maintain meticulous financial records, covering income, expenses, and transactions throughout the year. This foundational service is critical for accurate financial reporting, efficient internal management, and streamlined tax preparation. By maintaining organized books, clients are better positioned to understand their financial health, make informed business decisions, and fulfill their tax obligations effectively. Lilly Financial services is committed to offering practical financial solutions from its Taunton location, supporting clients with their ongoing record-keeping and tax-related needs.
Lilly Financial services specializes in providing comprehensive bookkeeping services, designed to help individuals and businesses maintain accurate and organized financial records. This fundamental service involves the systematic recording of all financial transactions, including income, expenses, purchases, and sales, to ensure a clear and current overview of financial activity. Effective bookkeeping is essential for tracking financial performance, managing cash flow efficiently, and preparing for tax obligations throughout the year. Our bookkeeping support covers several key areas. This includes the meticulous categorization of expenses, reconciliation of bank and credit card statements to ensure accuracy, and diligent management of accounts payable and receivable. We assist clients in establishing robust record-keeping systems that capture every financial detail. By consistently tracking these details, clients gain valuable insights into their financial health, operational efficiency, and profitability. Organized financial records are not only crucial for internal management and informed decision-making but also form the indispensable basis for accurate financial statements and streamlined tax filings. Lilly Financial services aims to simplify the often complex and time-consuming task of record-keeping, allowing clients to focus on their core activities while ensuring their financial data is precise, compliant, and up-to-date. This service provides the necessary foundation for sound financial management and helps in meeting various reporting requirements with confidence.
We welcome inquiries from prospective clients. Please contact us to discuss your specific bookkeeping needs and to determine how we can best assist you. We aim to provide timely and effective support.
For an initial meeting, it's helpful to bring any existing financial records, such as bank statements, credit card statements, and a summary of your income and expenses. This helps us understand your current situation and discuss your specific requirements.
We strive for clear and consistent communication. Clients can expect updates on their bookkeeping progress and we are available to answer questions via phone or email during business hours. Our goal is to ensure you are always informed.
Turnaround times can vary depending on the volume and complexity of your transactions. We work efficiently to process your records in a timely manner, and we can discuss a specific schedule during our consultation.