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Kimberly Walsh, CPA

Tax preparation service

5.0(1 Google review)
97 Lowell Rd, Concord, MA 01742
IRS-Verified CPA

Milldam Tax Associates

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Concord

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Kimberly Walsh

Kimberly Walsh, CPA operates from 97 Lowell Rd, Concord, MA 01742 in Concord, 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 Tax Preparation. On Google Business Profile, the firm is categorized as a tax preparation service. Public Google reviews show a 5-star rating across 1 ratings.

For taxpayers in Concord, 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 Kimberly Walsh

Milldam Tax Associates is a Certified Public Accountant (CPA) firm located in Concord, Massachusetts. The firm is dedicated to providing professional tax preparation services to individuals and businesses within Concord and the surrounding communities. As CPAs, the team at Milldam Tax Associates brings a commitment to accuracy and adherence to tax regulations. Their primary focus is on assisting clients with their tax filing obligations, ensuring that all necessary forms are completed correctly and submitted on time. Clients seeking reliable and knowledgeable support for their annual tax requirements will find a focused approach to tax preparation at this local Concord firm.

Services Kimberly Walsh offers

Milldam Tax Associates specializes exclusively in Tax Preparation, offering comprehensive services designed to meet the diverse needs of individuals and businesses. This core service encompasses the meticulous compilation and filing of various tax returns, ensuring compliance with both federal and state tax laws. For individual clients, tax preparation involves accurately reporting income, deductions, and credits to optimize their tax position. This includes handling W-2 income, investment income, itemized deductions, and other personal tax situations. For business clients, tax preparation focuses on preparing returns for different entity types, such as sole proprietorships, partnerships, and corporations. This involves organizing financial records, calculating business income and expenses, and ensuring all relevant business tax forms are correctly completed. The goal is to provide thorough and precise tax filings for all clients.

Areas served

Concord, MAActon, MALincoln, MABedford, MALexington, MASudbury, MA

Frequently Asked Questions

Does Milldam Tax Associates accept new clients for tax preparation services?

Yes, Milldam Tax Associates welcomes new clients seeking professional tax preparation assistance. We encourage prospective clients to reach out to discuss their specific tax needs and how we can support them. Our focus is on providing dedicated service to the Concord community and beyond.

What information should I bring for my tax preparation appointment?

To ensure a smooth tax preparation process, please bring all relevant income documents such as W-2s, 1099s, and K-1s. Additionally, gather any documentation for deductions or credits you plan to claim, like mortgage interest statements, property tax records, or charitable contribution receipts. A comprehensive summary of your financial activities for the tax year is always helpful.

How long does the tax preparation process typically take?

The duration of tax preparation can vary based on the complexity of your financial situation and the completeness of the documents provided. Once we have all necessary information, we strive to complete your return efficiently. We will communicate expected timelines clearly upon reviewing your specific details.

Does Milldam Tax Associates offer electronic filing for tax returns?

Yes, Milldam Tax Associates utilizes electronic filing (e-file) for both federal and state tax returns whenever possible. E-filing offers a secure and efficient way to submit your tax documents, often resulting in faster processing of refunds. We will guide you through the e-filing authorization process.

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

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