David Sontag, CPA

For over 40 years, David Sontag, CPA, and Richard Letarte, MBA, have provided exceptional accounting and tax services to individuals and small to medium-sized businesses in Leominster and surrounding areas. Our commitment to customer service, coupled with our expertise and attention to detail, has earned us a reputation as a trusted partner in the business community.

Tax Prep & Planning

At David Sontag, CPA, we understand the importance of taxes in your financial planning. Our experienced professionals will guide you through the complex world of tax preparation and planning, ensuring you take advantage of all eligible deductions and credits. We will prepare all necessary forms and record all figures and calculations accurately, ensuring timely and accurate filing of your tax return. Our services include:

• Preparation of all necessary tax forms and records
• Identification and claim of eligible deductions and credits
• Electronic filing to expedite receipt of refunds
• Adjustment of payroll withholding to ensure accurate tax payments
• Financial planning and consultation to optimize tax benefits

Tax Problems

We understand that tax problems can arise, and it's essential to address them promptly to avoid severe consequences. Our expertise in tax solutions will help you resolve tax issues, including:

• Missed tax filings
• Insufficient tax payments
• Payroll tax non-compliance

Our strategies for resolving tax problems include:

• Offer in compromise to settle tax debt
• Payment plans to resolve debt
• Innocent Spouse Relief
• Bankruptcy filing

Small Business Accounting

At David Sontag, CPA, we understand the complexities of running a small business. Our services are designed to help you manage your financial operations efficiently, allowing you to focus on growing your business. Our services include:

• Bookkeeping: creation and maintenance of a chart of accounts, federal, state, and local tax returns, and periodic internal audits
• Bank Reconciliation: matching of accounting records with bank statements
• Financial Statement Preparation: balance sheet, income statement, and cash flow statement
• Payroll Services: after-the-fact payroll service and payroll processing

Virtual CFO

As your business grows, you may need the expertise of a Chief Financial Officer (CFO). Our Virtual CFO services provide expert financial guidance, helping you develop financial plans to support business strategy, manage accounting and administrative functions, and establish risk management strategies.

Individual Consultation

At David Sontag, CPA, we believe in building long-term relationships with our clients. Our expert staff is dedicated to providing personalized attention and guidance, ensuring that you understand and utilize all the information we provide.

Contact Us

To learn more about our services or to schedule a consultation, please feel free to reach out to us.