Certified public accountant
Walter & Shuffain, P.C.
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Westwood hasn't published exact rates. Get a personalized quote for accurate numbers.
Deborah Burgess, EA operates from 101 Station Dr Suite 250, Westwood, MA 02090 in Westwood, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. As an Enrolled Agent, the practice is licensed by the U.S. Department of the Treasury to represent taxpayers before any IRS office — including audits, collections, and appeals — a credential that requires passing the three-part Special Enrollment Examination and 72 hours of continuing education every three years.
Reported areas of practice include Tax Preparation, and Bookkeeping. On Google Business Profile, the firm is categorized as a certified public accountant.
For taxpayers in Westwood, 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.
Walter & Shuffain, P.C. is a dedicated tax firm situated in Westwood, Massachusetts, providing services to individuals and businesses within the local community and neighboring towns. The firm's professionals hold the Enrolled Agent (EA) credential. An Enrolled Agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS). This authorization extends to all tax matters, including audits, collections, and appeals, for any taxpayer in any state. The EA credential requires demonstrating a high level of tax proficiency through comprehensive examinations and ongoing continuing education, ensuring current knowledge of tax law. Walter & Shuffain, P.C. focuses on delivering accurate and understandable guidance for tax preparation and financial record-keeping. The firm assists clients in managing their tax obligations and maintaining organized financial information, aiming to support their financial clarity.
Walter & Shuffain, P.C. provides essential financial services, specializing in Tax Preparation and Bookkeeping, for individuals and businesses in Westwood, MA, and the neighboring communities. Our Tax Preparation services are designed to navigate the complexities of federal, state, and local tax regulations. For individual clients, this involves meticulous preparation of income tax returns, ensuring all eligible deductions, credits, and income sources are accurately reported to optimize compliance. For businesses, we assist with the preparation of various entity-specific tax returns, including those for corporations and partnerships, focusing on adherence to current tax laws and minimizing potential issues. The firm's Enrolled Agent credential further supports our ability to address tax-related inquiries and provide informed guidance throughout the preparation process, aiming for accurate and timely submissions. Regarding Bookkeeping, Walter & Shuffain, P.C. helps clients maintain precise and organized financial records. This service encompasses recording daily financial transactions, reconciling bank and credit card statements, and preparing foundational financial statements such as balance sheets and income statements. Effective bookkeeping is crucial for monitoring cash flow, tracking expenses, and gaining a clear understanding of financial performance. By establishing robust record-keeping systems, we help businesses streamline their financial operations, facilitate smoother audits, and provide the necessary data for strategic planning and informed decision-making. These services are foundational for sound financial management.
An Enrolled Agent is a tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. EAs are experts in tax law and can assist with tax preparation, audits, and other tax-related matters.
We prepare federal, state, and local income tax returns for individuals and businesses. This includes corporate and partnership returns, ensuring compliance with relevant tax regulations.
Professional bookkeeping ensures accurate financial records, which are essential for informed decision-making and tax preparation. It helps track income and expenses, manage cash flow, and maintain financial clarity.
Yes, while based in Westwood, MA, we serve clients in the surrounding communities. Our services are available to individuals and businesses throughout the local region.