Certified public accountant
O'Connor Maloney & Co PC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Worcester hasn't published exact rates. Get a personalized quote for accurate numbers.
Jeremy Lowell, CPA operates from 1 Mercantile St Suite 760, Worcester, MA 01608 in Worcester, 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 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 Worcester, 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.
O'Connor Maloney & Co PC is a tax professional firm situated in Worcester, Massachusetts, serving individuals and businesses within the local community and surrounding areas. The firm's core expertise is centered on providing essential financial services, with a strong focus on both Tax Preparation and Bookkeeping. As dedicated tax professionals, O'Connor Maloney & Co PC assists clients in navigating the complexities of tax regulations, ensuring accurate and timely compliance with federal and state requirements. Beyond tax services, the firm offers comprehensive bookkeeping solutions, helping clients maintain organized and precise financial records throughout the year. This dual specialization allows O'Connor Maloney & Co PC to support clients in managing their financial health, from daily transaction recording to annual tax obligations, aiming to be a reliable resource for their accounting needs in Central Massachusetts.
O'Connor Maloney & Co PC specializes in two core areas to support the financial needs of its clients: Tax Preparation and Bookkeeping. Our Tax Preparation services are designed to help individuals and businesses navigate the complexities of tax regulations. We assist with the accurate and timely filing of various tax returns, ensuring all necessary deductions and credits are considered to comply with federal and state requirements. This includes meticulous review of financial information and preparation of all required forms to facilitate a smooth and compliant tax season for our clients. Our aim is to simplify the annual tax process, providing clarity and confidence in your filings. In addition to tax services, O'Connor Maloney & Co PC offers professional Bookkeeping solutions. This service is crucial for maintaining clear and organized financial records throughout the year. We handle the systematic recording of financial transactions, including income and expenses, and perform regular account reconciliations. Accurate bookkeeping provides a foundational understanding of a client's financial position, which is essential for operational insights and strategic planning. It also significantly streamlines the year-end tax preparation process by ensuring all financial data is readily available and correctly categorized. Both services are provided with a focus on precision and client support.
We welcome inquiries from prospective clients seeking tax professional services. Please contact our office to discuss your specific needs and to determine how we can assist you.
For tax preparation, please bring all relevant income statements, deduction records, and any prior year tax returns. A detailed checklist can be provided upon scheduling your appointment.
Yes, our firm offers ongoing bookkeeping services tailored to help businesses maintain accurate financial records throughout the year. We can discuss a schedule that fits your operational requirements.
We primarily utilize electronic filing for tax returns, which helps ensure accuracy and a faster processing time for refunds. Physical copies are provided for your records.
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