Consultant
Patriot Tax and Bookkeeping,inc
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Stoneham hasn't published exact rates. Get a personalized quote for accurate numbers.
James Stone, CPA operates from 19 Pond St, Stoneham, MA 02180 in Stoneham, 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 consultant.
For taxpayers in Stoneham, 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.
Patriot Tax and Bookkeeping,inc is a tax professional firm located in Stoneham, Massachusetts. The firm focuses on providing essential financial services to individuals and businesses in the local community and surrounding areas. As a dedicated tax professional, Patriot Tax and Bookkeeping,inc specializes in two core areas: Tax Preparation and Bookkeeping. This dual focus allows the firm to assist clients with both their annual tax filing obligations and the ongoing management of their financial records. Clients seeking support with accurate tax compliance and organized financial oversight will find services tailored to these specific needs. The firm is committed to delivering practical and reliable assistance in these fundamental aspects of financial management.
Patriot Tax and Bookkeeping,inc offers specialized services in Tax Preparation and Bookkeeping to support clients with their financial responsibilities. Our Tax Preparation services are designed to help individuals and businesses navigate the complexities of tax codes, ensuring accurate and timely filing of federal, state, and local tax returns. We work to identify applicable deductions and credits to optimize tax outcomes while maintaining compliance with current regulations. For Bookkeeping, we provide comprehensive services that assist clients in maintaining organized and up-to-date financial records. This includes recording transactions, reconciling accounts, and generating financial reports, which are crucial for informed decision-making and efficient tax preparation. Our bookkeeping support helps clients keep a clear picture of their financial health throughout the year.
Yes, we welcome new clients seeking assistance with tax preparation and bookkeeping. We encourage prospective clients to contact our office to discuss their specific needs and how we can best support them.
For tax preparation, please bring all relevant income statements (W-2s, 1099s), deduction documentation, and last year's tax return. Having these documents organized will help ensure an efficient and thorough review of your tax situation.
We prioritize the confidentiality and security of all client information. We utilize secure methods for data handling and storage, adhering to professional standards to protect your sensitive financial details.
Our bookkeeping services are structured to support both individual and business clients. We can help maintain accurate financial records, reconcile accounts, and provide financial insights tailored to your specific requirements.