Accountant
Margolis Shapiro & Co
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Boston hasn't published exact rates. Get a personalized quote for accurate numbers.
Debra Wilson, CPA operates from 240 Commercial St # 5B, Boston, MA 02109 in Boston, 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 Bookkeeping. On Google Business Profile, the firm is categorized as an accountant.
For taxpayers in 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.
Margolis Shapiro & Co is a Certified Public Accountant (CPA) firm situated in Boston, Massachusetts. The firm is dedicated to providing professional accounting services, with a core specialization in bookkeeping. As CPAs, Margolis Shapiro & Co assists clients in establishing and maintaining accurate, organized financial records. This focus implies they serve businesses and individuals who require diligent management of their daily financial transactions, ensuring clarity and foundational compliance in their financial reporting. Good bookkeeping is essential for understanding financial health, making informed decisions, and preparing for other financial obligations. Clients seeking support with essential accounting needs, such as systematic recording of income and expenses, managing general ledgers, and preparing foundational financial summaries, can benefit from the firm's expertise. Their Boston location enables them to offer accessible accounting support to clients across the greater Boston area, helping them manage critical financial data effectively.
Margolis Shapiro & Co specializes in comprehensive bookkeeping services. Bookkeeping involves the systematic recording of all financial transactions of a business or individual. This includes accurately logging income, expenses, purchases, sales, and payments into appropriate ledgers. The firm helps clients maintain organized financial records, which is crucial for monitoring financial performance and ensuring compliance. Through meticulous bookkeeping, Margolis Shapiro & Co assists in reconciling bank accounts and credit card statements, ensuring that all financial entries match actual transactions. This process helps identify any discrepancies and ensures the integrity of financial data. Furthermore, the firm can prepare essential financial reports, such as balance sheets and income statements, directly from the maintained books. These reports provide a snapshot of financial health and performance, aiding clients in understanding their current financial position. Effective bookkeeping also lays the groundwork for seamless tax preparation and financial planning, providing a clear and verifiable trail of all financial activities. The firm's bookkeeping services are designed to alleviate the burden of daily financial record-keeping, allowing clients to focus on their core activities while ensuring their financial data is accurate and up-to-date.
We welcome inquiries from prospective clients seeking bookkeeping services. Please contact our office to discuss your specific needs and how we can assist you.
For an initial consultation, it's helpful to bring any existing financial records, such as bank statements, credit card statements, and a summary of your current income and expenses. This helps us understand your present situation.
Our pricing for bookkeeping services is typically based on the scope and complexity of your financial transactions. We can provide a detailed quote after understanding your specific requirements during an initial discussion.
We strive to make the process convenient for our clients. Please inquire about our secure methods for submitting financial documents electronically when you contact us.