Sign In Get Started

Mindy F. Spitz — CPA in Wellesley, Massachusetts

MF

Mindy F. Spitz

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
33 Ivy Rd, Wellesley, Massachusetts 02482 View on Maps

About Mindy F. Spitz

Mindy F. Spitz is a certified public accountant (CPA) based in Wellesley, Massachusetts, with extensive experience providing accounting and advisory services to entrepreneurs and startups, as well as individuals and families.

With over 15 years of experience, she specializes in basic accounting services, tax compliance, and small business accounting, helping clients navigate complex financial situations and stay compliant with tax regulations.

Spitz also offers specialized retirement account tax reporting services, ensuring that clients receive accurate and timely returns on their investments.

She has a strong background in general accounting and advisory, providing clients with expert guidance on financial planning, budgeting, and cash flow management.

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 Wellesley

JC
John C. Okeeffe
Wellesley, Massachusetts
L
Linda Donaldson Abazaj
Wellesley, Massachusetts
M
Marco Seidman
Wellesley, Massachusetts
GW
Gary W. Nicksa
Wellesley, Massachusetts
SI
Steven I. Slavin
Wellesley, Massachusetts
BC
Brian C. Tanner
Wellesley, Massachusetts

Contact Mindy F. Spitz

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