MarketplaceMassachusettsQuincy

C

Claude Theodat

Accountant · Theo Tax Services, LLC. ®

1147 Hancock St Ste 217, Quincy, MA 02169

Holds a preparer tax identification numberState licence not verified by TaxScout
Specializes in
BookkeepingTax Preparation
Languages
English
Estimated tax prep pricing in QuincyAICPA national averages

Individual 1040

$300$500

1040 + Self-Employment

$500$800

Business Return

$750$1,400

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

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About this practice

Claude Theodat operates from 1147 Hancock St Ste 217, Quincy, MA 02169 in Quincy, Massachusetts. TaxScout has not independently verified a Massachusetts Board of Public Accountancy licence for this practice. 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, and Tax Preparation. On Google Business Profile, the firm is categorized as an accountant.

For taxpayers in Quincy, 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 Claude Theodat

Theo Tax Services, LLC. ® operates as a dedicated tax professional firm situated in Quincy, Massachusetts. The firm is committed to providing essential financial services to individuals and businesses within the local community and surrounding areas. As a tax professional, Theo Tax Services, LLC. ® focuses on assisting clients with their financial compliance and planning requirements. The core offerings include comprehensive bookkeeping services, designed to maintain accurate financial records, and thorough tax preparation, aimed at ensuring compliance with current tax regulations. Clients can rely on the firm for support in managing their financial records efficiently and ensuring their tax obligations are met accurately. This practice is committed to delivering practical and reliable assistance, helping clients navigate the complexities of financial management and taxation. The goal is to provide clarity and confidence in financial matters for those served in Quincy, MA, offering a foundational approach to financial well-being.

Services Claude Theodat offers

Theo Tax Services, LLC. ® specializes in two primary areas: Bookkeeping and Tax Preparation. Our Bookkeeping services are designed to help individuals and businesses maintain accurate and organized financial records. This involves systematically recording financial transactions, categorizing expenses, and reconciling accounts. Proper bookkeeping is fundamental for understanding financial health, making informed decisions, and preparing for tax season. By managing these ongoing tasks, clients can free up valuable time and resources, ensuring their financial data is always current and reliable. This service supports the foundational integrity of financial reporting. Tax Preparation involves the meticulous process of compiling and submitting tax returns for individuals and businesses. As a tax professional, Theo Tax Services, LLC. ® assists clients in gathering necessary financial documents, calculating income and deductions, and completing the appropriate federal and state tax forms. The aim is to ensure accuracy and compliance with the latest tax laws and regulations. This service helps clients fulfill their tax obligations while working to identify applicable deductions and credits. The firm strives to simplify the often-complex process of tax filing, providing a clear path to meeting annual tax requirements.

Areas served

Quincy, MABraintree, MAWeymouth, MAMilton, MARandolph, MAHingham, MA

Common questions

What services does Theo Tax Services, LLC. ® offer?

Theo Tax Services, LLC. ® provides professional bookkeeping and tax preparation services. These services are designed to assist individuals and businesses with their financial record-keeping and annual tax filing needs.

Who can benefit from your bookkeeping services?

Our bookkeeping services are beneficial for individuals and businesses seeking to maintain organized and accurate financial records. This helps in understanding financial performance and preparing for tax season.

What should I bring for tax preparation?

For tax preparation, clients typically need to provide income statements, expense records, and any other relevant financial documents. Specific requirements can be discussed during an initial consultation.

Where is Theo Tax Services, LLC. ® located?

Theo Tax Services, LLC. ® is located in Quincy, Massachusetts. We serve clients from Quincy and the surrounding communities within Massachusetts.

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