Our Services

At Joseph J. Szela & Associates, P.C., the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.

Our approach to client services

We hold ourselves to these principles:

Concentrate on each client, one at a time.
Be thorough.
Furnish useful and timely information.
Honor deadlines.
Serve the people, commerce and communities in the region.

Please see our areas of specialization for a listing of the types of services we are most frequently asked to provide.

Tax Services

At Joseph J. Szela & Associates, P.C., we provide tax planning and preparation services for individuals, estates and a wide range of businesses including LLCs, Partnerships, C-Corporations, S-Corporations, and Non-Profits. We also provide Internal Revenue Service and the Department of Revenue audit and collection representation services.

Looking for a little information right now? View the latest Tax and Financial News articles.

Accounting Services

We provide compilation, review and audit accounting services. We offer these services on both an ongoing and a special needs basis. Please email or call us at 508-248-1040 for details on how we can fulfill your accounting needs.

Bookkeeping services, bank statement reconciliation, employer quarterly report and sales tax return preparation are also services provided by Joseph J. Szela & Associates, P.C.. We are certified Quickbooks advisors.

We also offer payroll preparation services through our affiliate Your Pay Solutions, Inc. For additional information email joe@szelacpa.com.

Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child’s college tuition, and your mortgage or credit card calculations.

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Statement

At Joseph J. Szela & Associates, P.C. we specialize in tax preparation. We prepare and e-File individual income tax returns, corporate income tax returns for C Corporations, S Corporations, partnership, LLC and LLP tax returns, Estate and Trust tax returns. e-Filing allows the IRS and state department to file your revenue electronically and to promptly deposit your refund in your checking or savings account electronically.

Joseph J. Szela & Associates, P.C. has been a tax preparer for nearly 50 years and has offered tax planning and tax consulting to its clients.

Joseph J. Szela & Associates, P.C. also provides IRS representation and DOR representation to its clients and to non-clients as well on a consulting basis.

In addition to the above services, Joseph J. Szela & Associates, P.C. also provides business planning, business consulting, management advisory services.

Service Areas:
Tax Auburn MA, Tax Preparation Auburn MA, Tax Sturbridge MA, Tax Preparation Sturbridge MA, Tax Southbridge MA, Tax Preparation Southbridge MA, Tax Oxford MA, Tax Preparation,Oxford MA CPA Auburn MA 01501, Accountant Brimfield MA 01010, Tax Preparer Brookfield MA 01506, CPA Charlton MA 01507, Accountant Cherry Valley MA 01611, Tax Preparer Douglas MA 01516, CPA Dudley MA 01571, Tax Preparer Accountant East Brookfield MA 01515, Tax Preparer Eastford CT 06242, CPA Fiskdale MA 01537, Tax Preparer Grafton MA 01519, Tax Preparer Holden MA 01520, CPA Holland MA 01521, Accountant Leicester MA 01524, Tax Preparer Millbury MA 01527, CPA Northridge MA 01534, Tax Preparer North Brookfield MA 01535, Tax Preparer North Grosvenordale CT 06255, CPA North Oxford MA 01537, Accountant Oakham MA 01068, Tax Preparer Oxford MA 01540, CPA Palmer MA 01069, Accountant Paxton MA 01612, Tax Preparer Putnam CT 06260, CPA Rutland MA 01543, Accountant Shrewsbury MA 01545, Tax Preparer Southbridge MA 01550, CPA Spencer MA 01562, Accountant Sturbridge MA 01566 Tax Preparer Sutton MA 01590, CPA Thompson CT 06277, Accountant Uxbridge MA 01569, Tax Preparer Wales MA 01081, CPA Ware MA 01082, Accountant Warren MA 01083, Tax Preparer Webster MA 01070, CPA West Brookfield MA 01585, Accountant Whitinsville MA 01588, Tax Preparer Woodstock CT 06281, CPA Worcester MA 01601, Accountant Worcester MA 01610, Tax Preparer Worcester MA 01612, CPA Worcester MA 01615, Accountant Worcester MA 01655, Audit Charlton 01507, Compilation Charlton 01507, Bookkeeping Charlton 01507

Areas of Expertise

Audit: Examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. Assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation, and rendering an opinion on the financial statements taken as a whole.

Compilation: Presenting in the form of financial statements financial information that is the representation of the management of a company, without audit or review. No opinion as to the fairness of the presentation or any of form of assurance is expressed.

Quickbooks: Bookkeeping/Accounting software

Write-Up: Bookkeeping, recording receipts and disbursements and other financial transactions using bookkeeping software or manually to produce a trial balance and financial statements.