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Richard Schwartz, CPA

Certified public accountant

4.9(148 Google reviews)
8 Cedar St #54, Woburn, MA 01801
IRS-Verified CPA

Schwartz & Schwartz, LLC

Specializes in

Tax PreparationBookkeeping

Languages

English

Estimated Tax Prep Pricing in Woburn

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.

About Richard Schwartz

Richard Schwartz, CPA operates from 8 Cedar St #54, 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 4.9-star rating across 148 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.

More about Richard Schwartz

Schwartz & Schwartz, LLC is a Certified Public Accountant (CPA) firm located in Woburn, Massachusetts. The firm is dedicated to serving the financial needs of individuals and businesses in Woburn and the surrounding communities. With a core focus on Tax Preparation and Bookkeeping, Schwartz & Schwartz, LLC assists clients in navigating their financial responsibilities. The firm's expertise in tax preparation helps clients accurately file their federal, state, and local taxes, ensuring compliance and proper reporting. For businesses, the bookkeeping services are designed to maintain organized and precise financial records, which are crucial for informed decision-making and efficient operations. This dual specialization allows Schwartz & Schwartz, LLC to provide foundational financial support, helping clients manage their fiscal health and meet their accounting requirements effectively.

Services Richard Schwartz offers

Schwartz & Schwartz, LLC offers essential accounting services tailored to meet the financial needs of individuals and businesses. Our core specializations are Tax Preparation and Bookkeeping, providing foundational support for managing financial responsibilities effectively.Tax Preparation: This service focuses on the meticulous preparation and accurate filing of various tax returns for both individuals and businesses. We guide clients through the complexities of federal, state, and local tax regulations, working to ensure all necessary forms are completed correctly and submitted on time. Our goal is to help clients understand their tax obligations and achieve compliance, whether it involves personal income tax, corporate tax, or other specific tax requirements. This support aims to alleviate the burden of tax season and provide peace of mind regarding tax compliance.Bookkeeping: For businesses, our comprehensive bookkeeping services are designed to maintain precise and organized financial records. This includes systematically recording all financial transactions, managing accounts payable and receivable, reconciling bank statements, and preparing essential financial reports. Accurate and consistent bookkeeping is vital for monitoring cash flow, tracking expenses, and providing a clear, real-time overview of a business's financial performance. These services lay the groundwork for informed business decisions, streamlined operations, and efficient year-end tax preparation, ensuring financial data is always reliable and readily available.

Areas served

Woburn, MAStoneham, MAReading, MABurlington, MALexington, MAWinchester, MA

Frequently Asked Questions

What types of clients does Schwartz & Schwartz, LLC typically serve?

Schwartz & Schwartz, LLC provides services to both individual taxpayers and various types of businesses. Our specializations in Tax Preparation and Bookkeeping are designed to assist a broad range of clients with their financial and compliance needs.

How does your firm handle new client engagements?

Prospective clients are encouraged to reach out to discuss their specific tax or bookkeeping needs. We aim to understand your requirements to determine how our services can best support your financial objectives.

What information should I prepare for tax preparation services?

For tax preparation, clients typically provide income statements, expense records, and any relevant tax documents such as W-2s, 1099s, and investment statements. A detailed checklist can be provided upon engagement to ensure all necessary information is gathered.

Do you offer electronic filing for tax returns?

Yes, Schwartz & Schwartz, LLC utilizes electronic filing for tax returns whenever possible and appropriate. This method helps ensure timely submission and can often expedite the processing of refunds.

How are fees structured for your services?

Our fees are based on the specific services required and the complexity of the work involved. We provide clear information regarding our pricing approach during the initial consultation to ensure transparency.

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

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