Souri, Gazda & Co

In the vibrant community of Winthrop, Massachusetts, finding a reliable and experienced accounting firm is crucial for both individuals and businesses to navigate the complexities of financial management. Souri, Gazda & Co stands as a local resource, providing a range of accounting and tax services designed to meet diverse needs. Situated at 1040 Shirley St, Winthrop, MA 02152, USA, this firm offers a convenient and accessible location for residents and businesses in the area. They can be reached directly at (617) 430-4674 or via mobile at +1 617-430-4674.

Souri, Gazda & Co is nestled in Winthrop, MA, a charming coastal town known for its strong community spirit and proximity to Boston. The office location on Shirley Street places it within a well-established area of Winthrop, making it easily reachable for local clients. This accessibility contributes to a comfortable and efficient experience for those seeking financial guidance. The firm's presence in a local setting suggests a commitment to serving the community and understanding the unique financial landscape of Winthrop and surrounding towns in Massachusetts, as well as Maine, Rhode Island, and Vermont, as indicated by their stated service areas.

Souri, Gazda & Co provides a comprehensive suite of accounting services tailored to assist both individuals and businesses in managing their financial affairs effectively. While specific details on the breadth of their offerings are not extensively detailed online, common services provided by similar accounting firms and inferred from available information include:

• Tax Return Preparation: A core service for most accounting firms, Souri, Gazda & Co is known to assist with tax preparation for individuals and businesses. This includes navigating federal, state, and local tax regulations to ensure accurate and timely filing, maximizing deductions, and minimizing tax liabilities. Their expertise in tax consultation, as suggested by their categorization as a "Tax Consultant" by the Better Business Bureau, implies a focus on strategic tax planning and compliance.

• Bookkeeping Services: Essential for any organized financial operation, bookkeeping involves recording financial transactions, maintaining ledgers, and preparing financial statements. This service helps businesses keep track of their income and expenses, providing a clear picture of their financial health and aiding in decision-making.

• Payroll Services: Managing payroll can be a time-consuming and complex task for businesses. Souri, Gazda & Co likely offers payroll processing, including calculating wages, withholding taxes, filing payroll tax returns, and issuing paychecks, ensuring compliance with labor laws and timely payments to employees.

• Accounting Services: Beyond basic bookkeeping, accounting services can encompass a broader range of financial management tasks, such as financial statement preparation, financial analysis, and setting up accounting systems. This helps clients gain deeper insights into their financial performance and plan for future growth.

• CPA Services: While the firm's exact designation (e.g., whether all principals are Certified Public Accountants) is not explicitly stated, accounting firms often employ CPAs who can provide a higher level of financial expertise, including auditing, attest services, and more complex tax and financial planning.

• Business Consulting: Many accounting firms extend their services to include business consulting, offering advice on business formation, financial strategy, cash flow management, and profitability improvement. This advisory role is particularly valuable for small and medium-sized enterprises seeking to optimize their operations.

• Financial Services/Planning: While primarily an accounting firm, they may offer foundational financial planning advice, helping clients set financial goals, create budgets, and plan for long-term financial stability, often in conjunction with tax implications.

Based on the nature of accounting services, several features define the likely approach of Souri, Gazda & Co:

• Personalized Attention: As a local firm, Souri, Gazda & Co is likely to emphasize personalized service. This means taking the time to understand each client's unique financial situation and tailoring solutions to their specific needs, whether they are an individual seeking tax assistance or a small business requiring comprehensive financial management.

• Expertise in Tax Matters: Their strong presence as a "Tax Consultant" suggests a deep understanding of current tax laws and regulations. This expertise is crucial for helping clients navigate changes in tax policy and identify opportunities for legitimate tax savings.

• Focus on Compliance: A fundamental aspect of any reputable accounting firm is ensuring compliance with all relevant financial regulations and reporting requirements. Souri, Gazda & Co would be dedicated to upholding these standards, reducing the risk of penalties or audits for their clients.

• Trust and Confidentiality: The accounting profession is built on trust and the handling of sensitive financial information. Clients can expect a high level of confidentiality and ethical conduct in all dealings with the firm.

• Local Understanding: Operating within Winthrop, Souri, Gazda & Co would possess an intimate understanding of the local economy, business environment, and any specific state or local financial considerations that might impact their clients.

While specific promotional campaigns are not publicly detailed, accounting firms typically engage with clients through various channels. For Souri, Gazda & Co, these might include:

• Direct Consultation: The most common form of engagement, where potential clients can schedule an initial meeting to discuss their needs and learn about the firm's services. The provided phone numbers ((617) 430-4674 and +1 617-430-4674) serve as primary points of contact.

• Community Involvement: As a local business, Souri, Gazda & Co may participate in local business associations, community events, or sponsorships, building relationships within the Winthrop area and demonstrating their commitment to the community.

• Word-of-Mouth Referrals: For established local businesses like accounting firms, positive client experiences and word-of-mouth referrals are often the most powerful form of promotion, reflecting strong client satisfaction and trust.

• Online Presence: While a dedicated website with extensive details is not readily available, the firm's listing on platforms like the Better Business Bureau indicates a basic online presence, allowing potential clients to find their contact information and service categories. Such listings can also feature client reviews, providing insights into client satisfaction.

The firm's BBB rating of A+, while for a Boston-area category that includes them, suggests a positive overall reputation for customer interaction within a broader service area. This indicates a commitment to professional service and client satisfaction. For users looking for accounting services through platforms like "Lawyers Near Me," Souri, Gazda & Co, while an accounting firm, would be relevant to those seeking comprehensive financial and legal support. Many individuals and businesses require both legal and financial expertise, especially in areas like tax law, estate planning, or business formation. Therefore, a platform connecting users with legal services might also find it beneficial to feature trusted accounting professionals who can complement legal advice with financial management and compliance.

In summary, Souri, Gazda & Co offers accessible and professional accounting and tax services from its Winthrop, MA location. With a focus on tax preparation, bookkeeping, and payroll, they aim to provide essential financial support to individuals and businesses. Their local presence and likely personalized approach make them a valuable resource for those seeking reliable financial guidance in the community and surrounding regions.