Tax preparation service
Sumner & Naujokaite CPA's LLC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Waltham hasn't published exact rates. Get a personalized quote for accurate numbers.
Indre Naujokaite, CPA operates from 564 Main St #201, Waltham, MA 02452 in Waltham, 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. On Google Business Profile, the firm is categorized as a tax preparation service. Public Google reviews show a 4.9-star rating across 38 ratings.
For taxpayers in Waltham, 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.
Sumner & Naujokaite CPA's LLC is a Certified Public Accountant firm situated in Waltham, Massachusetts. This practice is dedicated to offering professional tax services to individuals and businesses within Waltham and its neighboring communities. As CPAs, the firm specializes in tax preparation, providing clients with the expertise needed to navigate federal and state tax requirements. Their focus is on ensuring accurate and compliant filing for various tax situations, whether for personal income or business operations. Sumner & Naujokaite CPA's LLC assists clients by meticulously preparing their tax returns, helping them meet their annual obligations efficiently and accurately. The firm's commitment lies in supporting local residents and enterprises with their tax needs, providing a reliable resource for managing their financial responsibilities in the realm of taxation. This specialization allows them to deliver targeted support for their Massachusetts clientele, addressing the specific demands of tax compliance.
Sumner & Naujokaite CPA's LLC offers comprehensive Tax Preparation services designed to assist individuals and businesses with their annual filing requirements. For individual clients, this includes the meticulous preparation of federal and state income tax returns, ensuring all applicable deductions, credits, and income sources are accurately reported. This covers various scenarios, from W-2 income and investments to self-employment earnings and retirement distributions. For businesses, tax preparation services encompass a range of entity types, such as corporations, partnerships, and sole proprietorships, helping them comply with their specific federal and state tax obligations. The firm meticulously gathers financial information, reviews all relevant documents, and accurately completes all necessary tax forms, including schedules for income, expenses, and assets. This thorough process aims to ensure compliance with current tax laws and regulations, minimizing potential issues and supporting clients in meeting their filing deadlines. Whether dealing with complex personal financial situations or intricate business tax structures, Sumner & Naujokaite CPA's LLC focuses on providing precise and timely tax return preparation. Their expertise helps clients understand their tax position, fulfill their reporting duties, and navigate the complexities of the tax code.
Yes, we welcome new clients seeking professional tax preparation services. We recommend contacting our office to discuss your specific needs and to schedule an initial consultation. This allows us to understand your situation and determine how we can best assist you.
Please bring all relevant tax documents, such as W-2s, 1099s, K-1s, investment statements, mortgage interest statements, and any documentation for deductions or credits. A comprehensive checklist can often be provided upon scheduling your appointment to ensure you have everything needed.
The turnaround time for tax preparation can vary depending on the complexity of your tax situation and the completeness of the information provided. We strive to complete returns efficiently while ensuring accuracy. We will communicate an estimated timeline during your engagement.
Yes, we utilize electronic filing (e-file) for both federal and state tax returns whenever possible. E-filing offers a secure and efficient way to submit your returns, often resulting in faster processing of refunds.
Our pricing for tax preparation services is typically based on the complexity of your return and the forms required. We aim to provide transparent fee structures and can discuss estimated costs during your initial consultation.