Sign In Get Started

Jeffrey S. Siegel — CPA in Lowell, Massachusetts

JS

Jeffrey S. Siegel

Certified Public Accountant | Licensed in Massachusetts
0.0 (0 reviews)
Verified Licensed
240 Jackson St, Apt 322, Lowell, Massachusetts 01852 View on Maps

About Jeffrey S. Siegel

Jeffrey S. Siegel is a certified public accountant based in Lowell, Massachusetts, with over 25 years of experience providing financial guidance to individuals and businesses.

He specializes in basic accounting services, financial planning, and business tax services, helping small and medium-sized businesses and entrepreneurs navigate complex financial matters.

Siegel's services also include individual and business tax return preparation, as well as bookkeeping and financial statement compilation, allowing clients to make informed decisions about their financial health.

Based in the Merrimack Valley region, Siegel caters to the diverse financial needs of his local community, providing reliable and expert accounting services for a broad range of clients.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Lowell

EM
Ellen M. Geary
Lowell, Massachusetts
CG
Carolyn G. Dozois
Lowell, Massachusetts
DD
Deepa D. Patel
Lowell, Massachusetts
LF
Lynn F. Blodgett
Lowell, Massachusetts
CV
Charles V. Costa
Lowell, Massachusetts
KE
Kaitlin E. Demartin
Lowell, Massachusetts

Contact Jeffrey S. Siegel

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns