Accountant
Special K Tax and Accounting
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Marlborough hasn't published exact rates. Get a personalized quote for accurate numbers.
Judith Kellogg, EA operates from 363 Brigham St, Marlborough, MA 01752 in Marlborough, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As an Enrolled Agent, the practice is licensed by the U.S. Department of the Treasury to represent taxpayers before any IRS office — including audits, collections, and appeals — a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.
Reported areas of practice include Bookkeeping, and Tax Preparation. On Google Business Profile, the firm is categorized as an accountant.
For taxpayers in Marlborough, 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.
Special K Tax and Accounting is a dedicated financial services firm situated in Marlborough, Massachusetts. The firm is led by an Enrolled Agent (EA), a credential that signifies authorization to represent taxpayers before the Internal Revenue Service. This expertise ensures that clients receive knowledgeable guidance on federal tax matters. Special K Tax and Accounting primarily serves individuals and businesses seeking reliable support for their financial record-keeping and annual tax compliance. The firm's focus areas, bookkeeping and tax preparation, are designed to assist clients in maintaining organized financial operations and accurately fulfilling their tax responsibilities. This focused approach benefits those who need clear, precise handling of their financial data and expert assistance with their tax filings. By concentrating on these key areas, Special K Tax and Accounting provides essential support for managing financial health and navigating the tax landscape within the Marlborough community and beyond.
Special K Tax and Accounting offers focused services in bookkeeping and tax preparation, designed to support both individuals and businesses. Our bookkeeping services are structured to help clients maintain accurate and organized financial records throughout the year. This involves systematically recording all financial transactions, reconciling bank and credit card accounts, and preparing essential financial statements such as income statements and balance sheets. Effective bookkeeping provides a clear and current overview of financial performance, which is vital for operational insights and strategic planning. It ensures that all financial data is meticulously managed, forming a solid foundation for tax preparation and overall financial health. For tax preparation, the firm assists clients with the accurate and timely filing of their tax returns. This comprehensive service covers the preparation of various federal and state tax forms for individuals, sole proprietors, and small businesses, ensuring adherence to current tax laws and regulations. As an Enrolled Agent, Special K Tax and Accounting is authorized to handle complex tax situations and can provide representation before the IRS for audits or other tax matters, offering peace of mind. The process includes a thorough review of financial information to identify all eligible deductions and credits, aiming for a correctly prepared tax return that reflects the client's financial position accurately. These services collectively aim to alleviate the burden of financial record-keeping and tax compliance, allowing clients to focus on their primary activities.
For tax preparation, please gather all relevant income documents like W-2s and 1099s, along with records of deductions and credits such as receipts for charitable contributions or medical expenses. Bringing organized financial statements from your bookkeeping records will also be helpful.
Yes, Special K Tax and Accounting welcomes new clients seeking assistance with bookkeeping or tax preparation. We encourage prospective clients to reach out to discuss their specific needs and how we can provide support.
Special K Tax and Accounting prepares tax returns accurately based on the information provided. We utilize electronic filing (e-filing) whenever possible to ensure efficient and secure submission of your tax documents to the IRS and state tax authorities.
Turnaround time for tax preparation can vary depending on the complexity of your return and the time of year. We strive to complete returns efficiently and will communicate an estimated timeframe once we have reviewed your documents.
We offer various payment options for our services. Details regarding our fee structure and accepted payment methods can be discussed during your initial consultation or when engaging our services.