Accountant
Sullivan Dixon & Co
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Lowell hasn't published exact rates. Get a personalized quote for accurate numbers.
Julie Sullivan, EA operates from 59 Lowes Way # 402, Lowell, MA 01851 in Lowell, 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. 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 Lowell, 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.
Sullivan Dixon & Co is a financial services firm located in Lowell, Massachusetts. The firm operates with an Enrolled Agent (EA) credential, signifying authorization to represent taxpayers before the Internal Revenue Service. This expertise provides a strong foundation for understanding tax implications related to financial record-keeping. Sullivan Dixon & Co primarily focuses on providing bookkeeping services to clients in Lowell and the surrounding communities. This specialization means the firm is dedicated to maintaining accurate and organized financial records, which is crucial for both individual and business financial health and compliance. Clients seeking support with their day-to-day financial tracking and organization will find the firm's services aligned with their needs.
Sullivan Dixon & Co specializes in comprehensive bookkeeping services, designed to help individuals and businesses maintain accurate and organized financial records. Our bookkeeping services involve the systematic recording of all financial transactions, ensuring that every income and expense is properly documented. This includes managing general ledgers, reconciling bank and credit card statements, and categorizing transactions for clarity and compliance. By meticulously tracking financial data, we help clients gain a clear understanding of their financial position throughout the year. Our approach ensures that financial information is consistently up-to-date and readily available, which is essential for informed decision-making and efficient preparation for tax filing. We aim to streamline the financial record-keeping process, allowing clients to focus on their core activities with confidence in their financial data.
Yes, Sullivan Dixon & Co welcomes new clients seeking assistance with their bookkeeping needs. We encourage prospective clients to contact our office to discuss their specific requirements and how we can best support them.
To facilitate efficient bookkeeping, please gather relevant financial documents such as bank statements, credit card statements, invoices, receipts, and any other records of income and expenses. This helps us accurately process your financial data.
We maintain open communication with our clients through various channels, including phone and email, to ensure convenience and clarity. We will provide updates and address any questions you may have regarding your financial records.
The turnaround time for bookkeeping tasks can vary depending on the volume and complexity of your transactions. We strive to process all information efficiently and will discuss expected timelines with you during our initial consultation.