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Rafael Ricardo, CPA

Tax preparation

225 Broadway Ste 214, Methuen, MA 01844
Licensed Tax Preparer

Ricardo Associates

Specializes in

Tax Preparation

Languages

English

Estimated Tax Prep Pricing in Methuen

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Rafael Ricardo

Rafael Ricardo, CPA operates from 225 Broadway Ste 214, Methuen, MA 01844 in Methuen, 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. On Google Business Profile, the firm is categorized as a tax preparation.

For taxpayers in Methuen, 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 Rafael Ricardo

Ricardo Associates is a tax professional firm located in Methuen, Massachusetts, dedicated to serving the tax preparation needs of individuals and businesses in the local community and surrounding areas. As a focused tax professional, Ricardo Associates specializes in providing comprehensive Tax Preparation services. The firm assists clients in navigating the complexities of tax regulations, ensuring accurate and timely filing of their tax returns. This specialization means clients can rely on expertise tailored to compiling necessary financial information, calculating tax liabilities or refunds, and submitting all required documentation to relevant tax authorities. Ricardo Associates aims to provide clear, professional support, helping clients meet their tax obligations with confidence and precision. The practice serves as a local resource for those seeking dedicated assistance with their annual tax responsibilities in Methuen, MA.

Services Rafael Ricardo offers

Ricardo Associates provides dedicated expertise in Tax Preparation. This core service encompasses the thorough collection and organization of all necessary financial data, including income statements, expense records, and documentation for deductions and credits, essential for accurately completing and filing various tax returns. For individual clients, Tax Preparation involves carefully reviewing personal financial situations, such as wages, investment income, retirement contributions, and potential deductions like mortgage interest or charitable donations. The goal is to ensure all applicable tax laws are followed, leading to a precise calculation of tax liability or potential refund. For businesses, this specialization extends to preparing corporate, partnership, or sole proprietorship tax returns. It includes the proper accounting for business revenues, operational expenses, asset depreciation, and other financial transactions relevant to the business entity's tax obligations. Ricardo Associates assists clients through each step of the tax preparation process, from initial data compilation to the final electronic or paper submission of returns to federal, state, and local tax authorities. The firm focuses on ensuring compliance with current tax regulations and providing clients with confidence in their tax filings. This specialized service aims to streamline the annual tax process for both individuals and businesses, helping them meet their deadlines efficiently and accurately.

Areas served

Methuen, MALawrence, MAAndover, MANorth Andover, MAHaverhill, MADracut, MATewksbury, MA

Frequently Asked Questions

Does Ricardo Associates accept new clients for tax preparation?

Yes, Ricardo Associates welcomes new clients seeking professional tax preparation services. We encourage prospective clients to contact us to discuss their specific needs and schedule an initial consultation.

What information should I bring for my tax preparation appointment?

Please bring all relevant tax documents, such as W-2s, 1099s, K-1s, statements for deductions and credits, and last year's tax return. A detailed checklist can be provided upon scheduling.

How long does the tax preparation process typically take?

The turnaround time for tax preparation can vary based on the complexity of your tax situation and the completeness of your documentation. We strive to process returns efficiently once all necessary information is received.

Can Ricardo Associates file my tax returns electronically?

Yes, we utilize electronic filing for most tax returns. E-filing offers a secure and efficient way to submit your returns and often results in faster processing of refunds.

How does Ricardo Associates determine its fees for tax preparation?

Our fees for tax preparation are based on the complexity of your tax situation and the forms required. We provide transparent pricing and can discuss an estimate during your initial consultation.

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

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