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Jennifer Chan, CPA

Accounting firm

33 Walker Rd, North Andover, MA 01845
Licensed Tax Preparer

Terry Chan, CPA, PC

Specializes in

Bookkeeping

Languages

English

Estimated Tax Prep Pricing in North Andover

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

About Jennifer Chan

Jennifer Chan, CPA operates from 33 Walker Rd, North Andover, MA 01845 in North Andover, 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 Bookkeeping. On Google Business Profile, the firm is categorized as an accounting firm.

For taxpayers in North Andover, 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 Jennifer Chan

Terry Chan, CPA, PC is a tax professional firm located in North Andover, Massachusetts. The practice focuses on providing essential financial organization services to clients within the local community and surrounding areas. As a tax professional, Terry Chan, CPA, PC is equipped to assist individuals and businesses with their financial record-keeping needs. The firm's specialization in bookkeeping indicates a commitment to ensuring accurate and well-maintained financial records, which are foundational for effective tax preparation and sound financial management. Clients seeking support with their day-to-day financial transactions and overall accounting organization can find assistance here, helping them maintain clarity and compliance in their financial affairs.

Services Jennifer Chan offers

Terry Chan, CPA, PC specializes in Bookkeeping services, providing clients with meticulous attention to their financial records. This core service is designed to help individuals and businesses maintain accurate and up-to-date financial information. Our bookkeeping support includes recording financial transactions, managing ledgers, and reconciling accounts to ensure all financial activities are properly documented. We assist clients in organizing their income and expenses, tracking assets and liabilities, and preparing financial statements that offer a clear snapshot of their financial health. Effective bookkeeping is crucial for informed decision-making, streamlined tax preparation, and demonstrating financial integrity. By handling the complexities of daily financial record-keeping, we enable clients to focus on their primary activities with confidence in their financial data.

Areas served

North Andover, MAAndover, MALawrence, MAMethuen, MAHaverhill, MATewksbury, MA

Frequently Asked Questions

Does Terry Chan, CPA, PC accept new clients for bookkeeping services?

We welcome inquiries from prospective clients interested in our bookkeeping services. Please contact our North Andover office to discuss your specific needs and how we might assist you. We can then determine if our services are a good fit for your financial requirements.

What information should I prepare for an initial consultation regarding bookkeeping?

For an initial consultation, it's helpful to bring any existing financial records, such as bank statements, credit card statements, and previous tax returns. This allows us to understand your current financial situation and discuss how our bookkeeping services can best support you.

How does Terry Chan, CPA, PC approach pricing for bookkeeping services?

Our pricing for bookkeeping services is typically based on the scope and complexity of the work required. We aim to provide clear and transparent fee structures, and we can discuss specific pricing details during your initial consultation once we understand your needs.

Can Terry Chan, CPA, PC assist with organizing past financial records?

Yes, our bookkeeping services can include assistance with organizing and categorizing past financial records to bring them up to date. This can be a crucial step for businesses or individuals looking to gain better control over their historical financial data.

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

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