Certified public accountant
PKF O'Connor Davies
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Woburn hasn't published exact rates. Get a personalized quote for accurate numbers.
Richard Gulman, CPA operates from 150 Presidential Way Suite 510, Woburn, MA 01801 in Woburn, 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, and Bookkeeping. On Google Business Profile, the firm is categorized as a certified public accountant. Public Google reviews show a 2.3-star rating across 3 ratings.
For taxpayers in Woburn, 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.
PKF O'Connor Davies is a Certified Public Accountant (CPA) firm located in Woburn, Massachusetts. This firm serves individuals and businesses within Woburn and the surrounding Massachusetts communities, providing essential financial management services. Their core specializations are Tax Preparation and Bookkeeping, indicating a strong focus on fundamental accounting needs. Through their Tax Preparation services, PKF O'Connor Davies assists clients in accurately compiling and filing their annual tax returns, helping to ensure compliance with current tax laws. The firm's Bookkeeping services support clients in maintaining organized and precise financial records, which is crucial for operational efficiency and informed decision-making throughout the year. By concentrating on these key areas, PKF O'Connor Davies aims to offer reliable and professional support for managing financial obligations and navigating the complexities of tax and financial record-keeping.
PKF O'Connor Davies provides focused financial services in two key areas: Tax Preparation and Bookkeeping. Tax Preparation: This service is designed to assist both individuals and businesses with the complex process of preparing and filing their annual tax returns. It encompasses gathering all necessary financial documentation, accurately calculating income, expenses, deductions, and credits, and ensuring that the final submission adheres to all relevant federal, state, and local tax regulations. The firm helps clients navigate various tax forms and requirements, aiming for accurate and timely filing to meet compliance obligations. This support can help alleviate the burden of tax season by providing professional oversight for tax documentation. Bookkeeping: This specialization is fundamental for businesses seeking to maintain organized and precise financial records on an ongoing basis. Bookkeeping services typically involve recording daily financial transactions, managing ledgers, reconciling bank and credit card statements, and tracking accounts payable and receivable. By systematically organizing financial data, the firm helps clients gain a clear understanding of their financial position and operational performance. This accurate record-keeping is vital for monitoring cash flow, preparing for tax season, and making informed strategic business decisions throughout the fiscal year.
Prospective clients can typically initiate services by contacting our Woburn office to schedule an initial consultation. This meeting allows us to understand your specific tax or bookkeeping needs and discuss how our services can best support you. We welcome new clients seeking professional accounting assistance.
For tax preparation, clients generally need to provide income statements such as W-2s, 1099s, and K-1s, along with documentation for deductions and credits. This might include receipts for business expenses, mortgage interest statements, property tax records, and information on other relevant financial activities. A comprehensive list can be provided upon engagement.
Yes, we utilize electronic filing for tax returns whenever possible and appropriate. E-filing offers a secure and efficient method for submitting tax documents to the IRS and state tax authorities, often resulting in faster processing. We ensure compliance with all e-filing regulations.
Our fees are typically structured based on the scope and complexity of the services required, whether for tax preparation or ongoing bookkeeping. We aim to provide transparent pricing and can discuss our fee structure during your initial consultation. An estimate will be provided before commencing work.
Turnaround times can vary depending on the complexity of your financial situation and the volume of work during peak seasons, such as tax season. We strive to complete all services efficiently and will communicate expected timelines clearly upon receiving your complete documentation. For ongoing bookkeeping, tasks are typically handled on a regular, agreed-upon schedule.