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Amy Jalbert, EA

Certified public accountant

5.0(1 Google review)
683 Main St, Osterville, MA 02655
IRS-Verified Enrolled Agent

Michael M. Tulman CPA, CGMA, CVA, MAFF, CEPA

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in Osterville

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

AICPA national averages — Osterville hasn't published exact rates. Get a personalized quote for accurate numbers.

About Amy Jalbert

Amy Jalbert, EA operates from 683 Main St, Osterville, MA 02655 in Osterville, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As an Enrolled Agent, the practice is licensed by the U.S. Department of the Treasury to represent taxpayers before any IRS office — including audits, collections, and appeals — a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.

Reported areas of practice include Tax Preparation, and Bookkeeping. On Google Business Profile, the firm is categorized as a certified public accountant. Public Google reviews show a 5-star rating across 1 ratings.

For taxpayers in Osterville, 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.

More about Amy Jalbert

Michael M. Tulman CPA, CGMA, CVA, MAFF, CEPA, an Enrolled Agent (EA), offers professional accounting and tax services from his office in Osterville, Massachusetts. Mr. Tulman assists individuals and businesses with their financial needs, leveraging his extensive credentials. As a Certified Public Accountant (CPA), he provides core accounting expertise. His designation as a Chartered Global Management Accountant (CGMA) indicates proficiency in management accounting. Further, as a Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF), he possesses specialized skills in business valuation and forensic accounting. Additionally, his role as a Certified Exit Planning Advisor (CEPA) allows him to guide business owners through strategic transitions. Clients in Osterville and the surrounding Cape Cod region can rely on his comprehensive guidance for their financial matters, ensuring a well-informed approach to their financial planning and compliance.

Services Amy Jalbert offers

Michael M. Tulman CPA, CGMA, CVA, MAFF, CEPA specializes in two core areas: Tax Preparation and Bookkeeping. For Tax Preparation, the firm assists individuals and businesses with the accurate and timely filing of their tax returns. This includes preparing federal and state income tax returns, ensuring compliance with current tax laws and regulations. The process involves gathering necessary financial documents, calculating taxable income, identifying applicable deductions and credits, and submitting the completed returns. The goal is to help clients meet their tax obligations efficiently while adhering to all relevant guidelines. This service aims to simplify the often-complex tax filing process for clients, providing clarity and confidence in their submissions. In Bookkeeping, the firm provides essential financial record-keeping services. This involves systematically recording financial transactions, maintaining ledgers, and preparing financial statements. Accurate bookkeeping is fundamental for understanding a business's financial health, making informed decisions, and ensuring readiness for tax preparation. Services can include managing accounts payable and receivable, reconciling bank statements, and generating financial reports such as income statements and balance sheets. Proper bookkeeping helps businesses track their income and expenses, monitor cash flow, and ensure that their financial records are organized and up-to-date, forming a solid foundation for financial management.

Areas served

Osterville, MABarnstable, MACenterville, MAHyannis, MACotuit, MAMarstons Mills, MAMashpee, MA

Frequently Asked Questions

What credentials does Michael M. Tulman hold?

Michael M. Tulman holds multiple professional credentials, including CPA, CGMA, CVA, MAFF, CEPA, and is also an Enrolled Agent (EA). These designations reflect a broad range of expertise in accounting and financial services.

What types of clients do you serve for tax preparation?

The firm provides tax preparation services for both individuals and businesses. This includes assistance with federal and state income tax returns, ensuring accurate and compliant filings.

Can you help my business with its daily financial records?

Yes, the firm offers bookkeeping services to help businesses manage their daily financial transactions. This includes maintaining ledgers, reconciling accounts, and preparing essential financial statements.

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Data sourced from Massachusetts Board of Public Accountancy. Profile not verified by TaxScout.

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