Financial consultant
TIAA Kaspick
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Boston hasn't published exact rates. Get a personalized quote for accurate numbers.
Sheri Westerman, CPA operates from 70 Franklin St 7th floor, Boston, MA 02110 in Boston, 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 consultant.
For taxpayers in Boston, 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.
TIAA Kaspick is a CPA firm situated in Boston, Massachusetts, offering professional accounting and tax services. As Certified Public Accountants, the firm is equipped to assist both individuals and businesses with their financial requirements. Operating from Boston, TIAA Kaspick provides focused support in areas critical to financial health and compliance. The firm's approach is grounded in a commitment to accuracy and understanding the specific needs of its clients. They serve the local community by providing reliable expertise in managing financial records and navigating tax regulations. TIAA Kaspick aims to be a trusted resource for those seeking diligent and precise financial guidance in the Massachusetts region, helping clients maintain sound financial practices and meet their financial obligations.
TIAA Kaspick offers specialized services in Tax Preparation and Bookkeeping, catering to the needs of both individuals and businesses. Our Tax Preparation services encompass the meticulous compilation and filing of various tax returns, including federal, state, and local obligations. We assist clients in navigating the complexities of tax regulations, ensuring accurate reporting and compliance with current tax laws. The firm focuses on preparing all necessary documentation, helping to streamline the annual tax process and ensure that clients meet their filing deadlines efficiently. We aim to provide clear guidance and precise execution for all tax-related matters, supporting clients in fulfilling their responsibilities. Complementing our tax services, TIAA Kaspick provides comprehensive Bookkeeping solutions. These services are crucial for maintaining organized and accurate financial records for businesses. Our team handles the systematic recording of financial transactions, manages accounts payable and receivable, and conducts regular bank reconciliations. Accurate bookkeeping is vital for understanding a business's financial health, tracking income and expenses, and monitoring cash flow effectively. By establishing and maintaining clear financial records, we provide businesses with the foundational data required for informed decision-making and efficient operational management throughout the fiscal year. These services are designed to support the ongoing financial integrity of our clients.
TIAA Kaspick provides CPA services to both individuals and businesses. Our primary focus is on assisting clients with their tax preparation and bookkeeping needs.
Our tax preparation service involves accurately preparing and filing federal, state, and local tax returns. We ensure compliance with current tax laws and help clients meet their filing obligations.
Effective bookkeeping helps businesses maintain organized financial records, track income and expenses, and manage cash flow. This provides essential data for informed financial decisions.
As a CPA firm, TIAA Kaspick specializes in tax preparation and bookkeeping. We focus on these core services to support your financial record-keeping and tax compliance.