Accountant
Margarita Tax Services
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — East Boston hasn't published exact rates. Get a personalized quote for accurate numbers.
Diana Medina Jaramillo, CPA operates from 50 Meridian St Suite B4, Boston, MA 02128 in East Boston, 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, and Tax Preparation. On Google Business Profile, the firm is categorized as an accountant. Public Google reviews show a 1-star rating across 1 ratings.
For taxpayers in East 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.
Margarita Tax Services operates as a dedicated tax professional firm situated in East Boston, Massachusetts. The firm is structured to provide essential financial support to individuals and businesses within the local community and its neighboring areas. As a credentialed tax professional, Margarita Tax Services specializes in core financial management functions, specifically focusing on bookkeeping and tax preparation. This dual emphasis allows the firm to assist clients in maintaining organized and accurate financial records throughout the fiscal year, which is crucial for informed decision-making. These well-kept records then form the foundation for precise and compliant tax filing, helping clients navigate complex tax regulations. The firm is committed to serving its clientele by addressing their specific bookkeeping requirements and ensuring their tax returns are prepared accurately and submitted punctually, thereby supporting their overall financial well-being and compliance.
Margarita Tax Services provides focused support across two essential financial disciplines: Bookkeeping and Tax Preparation. Our Bookkeeping services are meticulously designed to assist both individuals and businesses in maintaining accurate and current financial records. This comprehensive offering typically includes the systematic organization of financial transactions, diligent reconciliation of bank and credit card statements, and the generation of vital financial reports such as income statements and balance sheets. Effective bookkeeping ensures that all revenues and expenditures are correctly categorized and recorded, providing a clear and reliable foundation for informed financial decision-making and strategic planning throughout the year. It helps clients understand their cash flow and overall financial position. Our Tax Preparation services are dedicated to the precise preparation and timely filing of various tax returns for individuals and businesses, encompassing federal, state, and local requirements. This process involves a thorough review of all relevant financial documentation, careful calculation of applicable deductions, credits, and liabilities, and ensuring strict adherence to the latest tax laws and regulations. The primary objective is to ensure that each tax return is completed with accuracy, minimizing errors and maximizing compliance, while also facilitating its punctual submission to the appropriate tax authorities. This helps clients fulfill their tax obligations efficiently and avoid potential penalties.
To ensure an efficient process, please bring all relevant income documents like W-2s, 1099s, and any investment statements. Also, gather documentation for deductions and credits you plan to claim, such as receipts for business expenses or medical costs. Having these organized helps us prepare your return accurately.
Once we receive all necessary documents, our goal is to complete your tax preparation within a reasonable timeframe, often within a few business days for standard returns. Complex situations may require additional time, but we will communicate an estimated completion date upfront. We prioritize accuracy and thoroughness in every return.
Yes, Margarita Tax Services is generally open to accepting new clients for both our bookkeeping and tax preparation services. We encourage prospective clients to contact us to discuss their specific needs and how we can assist them. We aim to provide personalized service to everyone we work with.
Our fees are typically based on the complexity and scope of the services required, whether it's for bookkeeping or tax preparation. We believe in transparency and will provide a clear understanding of our pricing structure after an initial consultation to assess your specific situation. Our goal is to offer fair value for our professional expertise.
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