Certified public accountant
Walsh & Associates, PC
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Concord hasn't published exact rates. Get a personalized quote for accurate numbers.
Diane Lambert, CPA operates from 9 Pond Ln suite 5a-1, Concord, MA 01742 in Concord, 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 certified public accountant. Public Google reviews show a 5-star rating across 2 ratings.
For taxpayers in Concord, 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.
Walsh & Associates, PC is a Certified Public Accountant (CPA) firm located in Concord, Massachusetts. The firm is dedicated to providing essential financial services, primarily focusing on comprehensive tax preparation and diligent bookkeeping. Serving individuals, families, and businesses within Concord and the surrounding communities, Walsh & Associates, PC offers professional guidance to help clients manage their financial responsibilities effectively. Their expertise in tax preparation assists clients in navigating various tax requirements, ensuring accurate and timely filings while aiming to optimize their financial position. Complementing this, their bookkeeping services are designed to maintain organized and precise financial records, which is fundamental for informed decision-making, operational efficiency, and regulatory compliance. This focused approach allows the firm to deliver foundational accounting support tailored to the needs of those seeking reliable financial management and tax compliance assistance, fostering clarity and order in their financial affairs.
Walsh & Associates, PC offers focused financial services designed to support both individuals and businesses in managing their fiscal responsibilities. Our core specializations include comprehensive Tax Preparation and diligent Bookkeeping services. For Tax Preparation, the firm assists clients with the accurate and timely filing of various tax returns, including federal, state, and local obligations. This service involves careful review of financial information, application of current tax laws, and identification of relevant deductions or credits to ensure compliance and proper reporting. Whether for individual income taxes or business tax filings, the goal is to navigate the complexities of the tax code efficiently. Complementing our tax services, Walsh & Associates, PC provides professional Bookkeeping services. This involves the systematic recording of all financial transactions, such as income, expenses, assets, and liabilities. Our bookkeeping support includes tasks like bank reconciliations, accounts payable and receivable management, and the generation of essential financial statements like income statements and balance sheets. Maintaining accurate and up-to-date financial records through these services is crucial for monitoring financial health, making informed operational decisions, and ensuring a smooth and efficient process for annual tax preparation.
Yes, Walsh & Associates, PC welcomes inquiries from prospective new clients. We encourage you to contact our office to discuss your specific tax or bookkeeping needs and determine how we can best assist you.
For tax preparation, please gather all relevant income statements (W-2s, 1099s), deduction records, and any prior year tax returns. A detailed checklist can be provided upon scheduling your appointment to ensure you have everything necessary.
Protecting your financial data is a priority for Walsh & Associates, PC. We utilize secure methods for document exchange and maintain strict confidentiality protocols to safeguard all client information in accordance with professional standards.
Our fees are typically based on the complexity and scope of the services required. We aim to provide transparent pricing and can discuss an estimate during an initial consultation once your specific needs are understood.