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Stephen Koffman, CPA

Accountant

5.0(1 Google review)
160 Gould St # 115, Needham, MA 02494
IRS-Verified CPA

Peck Associates

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in Wellesley Hls

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Stephen Koffman

Stephen Koffman, CPA operates from 160 Gould St # 115, Needham, MA 02494 in Wellesley Hls, 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. Public Google reviews show a 5-star rating across 1 ratings.

For taxpayers in Wellesley Hls, 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 Stephen Koffman

Peck Associates is a CPA firm situated in Wellesley Hls, Massachusetts, offering professional financial services to clients in the local area. As Certified Public Accountants, the firm is equipped to provide expert guidance and support in managing financial affairs. The core focus of Peck Associates is bookkeeping, indicating a dedicated approach to maintaining accurate and organized financial records for individuals and businesses. This specialization suggests the firm is well-suited to assist small business owners, entrepreneurs, and other entities that require diligent tracking of income, expenses, and transactions. By ensuring financial data is meticulously recorded and reconciled, Peck Associates helps clients establish a solid foundation for informed decision-making, tax preparation, and overall financial health. Their services are designed to streamline financial processes, allowing clients to concentrate on their primary activities with confidence in their financial data.

Services Stephen Koffman offers

Peck Associates specializes in providing comprehensive Bookkeeping services, which form the cornerstone of sound financial management for both businesses and individuals. This essential service involves the systematic and accurate recording of all financial transactions, including income, expenditures, assets, and liabilities. The firm meticulously manages general ledgers, reconciles bank and credit card statements, and categorizes financial data to ensure a clear and precise overview of financial activities. Through diligent bookkeeping, Peck Associates helps clients maintain organized and up-to-date financial records, which are vital for a multitude of purposes. These records are instrumental in preparing for tax filings, facilitating informed business decisions, and monitoring cash flow effectively. The firm assists with tasks such as processing invoices, managing accounts payable and receivable, and generating financial reports that provide insights into performance. By taking on the detailed work of financial record-keeping, Peck Associates aims to alleviate the administrative burden on clients. This allows business owners and individuals to dedicate more time and resources to their primary objectives, confident that their financial data is accurate, compliant, and readily available for analysis or reporting. The focus is on delivering consistent, reliable bookkeeping support that contributes directly to a client's financial stability and operational efficiency.

Areas served

Wellesley Hls, MAWellesley, MANeedham, MANatick, MANewton, MADover, MAWeston, MA

Frequently Asked Questions

Does Peck Associates accept new clients for bookkeeping services?

We welcome inquiries from prospective clients seeking professional bookkeeping support. Please contact our office to discuss your specific needs and how we can assist you.

What information should I prepare for my initial bookkeeping consultation?

For an initial consultation, it's helpful to bring any existing financial records, bank statements, and a general understanding of your current financial processes. This helps us assess your needs.

How does Peck Associates handle financial data security and privacy?

As a CPA firm, we adhere to strict professional standards regarding client confidentiality and data security. We employ appropriate measures to protect your financial information.

What is the typical turnaround time for bookkeeping tasks?

Turnaround times can vary based on the complexity and volume of transactions. We strive to process information efficiently and will discuss expected timelines with you during our engagement.

Can Peck Associates assist with setting up new bookkeeping systems?

Yes, we can provide guidance on establishing efficient bookkeeping systems tailored to your specific requirements, helping you set up processes for ongoing financial management.

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

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