Consultant
White's Bookkeeping & Tax Service
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Waltham hasn't published exact rates. Get a personalized quote for accurate numbers.
Thomas White, CPA operates from Waltham, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. 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 Tax Preparation, and Bookkeeping. On Google Business Profile, the firm is categorized as a consultant. Public Google reviews show a 5-star rating across 1 ratings.
For taxpayers in Waltham, 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.
White's Bookkeeping & Tax Service is a tax professional firm located in Waltham, Massachusetts. The firm focuses on providing essential financial services to individuals and businesses within the local community and surrounding areas. As a tax professional, the practice is dedicated to assisting clients with their tax and bookkeeping requirements. The core offerings, Tax Preparation and Bookkeeping, indicate a commitment to helping clients manage their financial records accurately and navigate the complexities of tax regulations. This firm serves those seeking reliable support in maintaining organized financial accounts and ensuring timely and compliant tax filings.
White's Bookkeeping & Tax Service offers specialized support in two key areas: Tax Preparation and Bookkeeping. Our Tax Preparation service involves the meticulous preparation and accurate filing of various tax returns for individuals and businesses. This includes gathering all necessary financial documentation, calculating tax liabilities, identifying applicable deductions and credits, and ensuring full compliance with current federal and state tax laws. We aim to simplify the tax filing process for our clients. Our Bookkeeping services are designed to help clients maintain precise and organized financial records throughout the year. This typically encompasses recording financial transactions, managing general ledgers, reconciling bank and credit card accounts, and generating essential financial reports. These services provide a clear and up-to-date overview of a client's financial health, supporting informed decision-making.
Yes, we welcome new clients seeking assistance with tax preparation and bookkeeping. We recommend contacting our office to discuss your specific needs and to schedule an initial consultation.
For tax preparation, please gather all relevant income statements, such as W-2s and 1099s, along with documentation for any potential deductions or credits. A detailed checklist can often be provided upon request to help you prepare.
As tax professionals, we typically offer electronic filing (e-filing) for most tax returns. This method helps ensure accuracy, provides confirmation of submission, and often results in faster processing of refunds when applicable.
Turnaround times for tax preparation can vary depending on the complexity of your return and the time of year, especially during peak tax season. We strive to complete all work efficiently and will communicate expected timelines clearly.