Financial institution
The 1911 Trust Company
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Beverly hasn't published exact rates. Get a personalized quote for accurate numbers.
Chun Nan Piao, CPA operates from 400 Essex St, Beverly, MA 01915 in Beverly, 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 financial institution.
For taxpayers in Beverly, 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.
The 1911 Trust Company is a Certified Public Accountant (CPA) firm based in Beverly, Massachusetts, offering essential financial services to individuals and businesses. The firm's core specializations include comprehensive tax preparation and diligent bookkeeping. For clients, this means expert guidance through the complexities of annual tax filings, ensuring accuracy and compliance with relevant tax laws. Whether it's individual income tax returns or business tax obligations, the firm aims to streamline the process. Additionally, the bookkeeping services are designed to help clients maintain organized and precise financial records, which are vital for operational clarity, financial analysis, and preparing for future tax seasons. Located in Beverly, MA, The 1911 Trust Company serves the local community and surrounding areas, providing foundational accounting support tailored to meet the specific needs of its clientele. The firm's CPA credential underscores its commitment to professional standards in all services offered.
The 1911 Trust Company provides focused accounting services centered on two key areas: Tax Preparation and Bookkeeping. Our Tax Preparation services are designed to assist individuals and businesses in navigating their annual tax obligations. This specialization involves the meticulous preparation and accurate filing of various tax returns, ensuring adherence to current tax laws and regulations. We work to compile all necessary financial information, identify applicable deductions, and calculate tax liabilities or refunds. The goal is to provide a clear and compliant tax filing experience for our clients, whether they require assistance with personal income taxes or business tax returns. Our Bookkeeping services offer comprehensive support for maintaining organized and precise financial records. This includes recording daily financial transactions, managing accounts payable and receivable, reconciling bank statements, and preparing essential financial reports such as income statements and balance sheets. Effective bookkeeping is fundamental for understanding a business's financial health, tracking expenses, monitoring revenue, and making informed operational decisions. These services also lay the groundwork for a smoother tax preparation process by ensuring all financial data is accurately categorized and readily available. By handling these critical accounting tasks, we help clients maintain financial clarity and efficiency throughout the year.
Yes, The 1911 Trust Company welcomes new clients seeking professional tax preparation and bookkeeping services. We encourage prospective clients to contact us to discuss their specific needs and how we can assist them.
For tax preparation, please gather all relevant income statements such as W-2s and 1099s, along with records for any potential deductions or credits. A detailed checklist can be provided upon scheduling your appointment to ensure you bring all necessary documents.
We prioritize the security and confidentiality of your financial information. Our firm utilizes secure methods for client communication and document exchange, which may include encrypted portals or direct correspondence, to ensure your data is protected.
Our pricing is typically determined by the scope and complexity of the tax preparation or bookkeeping services required. We aim to provide transparent fee structures and can discuss an estimate once we understand your specific needs.