Our CPA firm offers a complete range of accounting, tax and consulting services to meet the needs
of businesses throughout Greater Boston, the Merrimack Valley, and Southern New Hampshire. Our
primary services include financial statement preparation, tax planning and preparation, QuickBooks
support, entity selection, incorporation support and business consulting. In addition, we offer specialty
services to meet the unique needs of each individual client.
- Accounting and Bookkeeping
We offer a full range of accounting and bookkeeping services including compilations of financial information, QuickBooks set up and support, strategic planning, help with IRS audits, budgeting and more.
- Outsourced Controller and CFO Services
We can provide the services of a CFO or Controller without the cost of adding another employee to your payroll. We've helped many of businesses get a better handle on cash flow, business operations, forecasting, budgeting and strategic planning.
- Tax Planning and Preparation
When a tax law changes we know about it. We believe in year-round tax planning to help minimize your current and future taxes. We also prepare all federal, state and local tax returns for individuals and businesses. In addition, we prepare all types of tax returns for businesses and individuals at competitive, affordable rates.
- Business and Financial Consulting Services
We'll work with you to help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
- QuickBooks Consulting Services
We are QuickBooks ProAdvisors who have extensive experience getting maximum performance out of QuickBooks for our clients. We can help with setup, training and ongoing maintenance.
- Entity Selection and New Business Advisor
Business formation, entity selection and incorporation doesn't have to be complicated. We take the time to get to know your business so we can make a recommendation that fits your needs and minimizes your tax burden.
- Estate and Financial Planning
We provide a wide variety of estate planning, wealth management and trust services to protect our client's wealth for future generations.
- Reviews and Compilations
We provide a full range of services designed to provide assurances that the financial statements accurately represent the true financial position of your company.
- Individual Services
We will advise you on personal financial planning including retirement planning and college savings plans and how to minimize tax liabilities so you can keep more of what you earn.
- IRS Representation
We can help you solve your IRS problems because we can negotiate directly with the IRS on your behalf. Our services include IRS audit assistance, debt settlement, Offers in Compromise, negotiating payment plans and more.
Send us an e-mail or call us today at 781-676-7774 and ask for Tim O'Connor to discuss your business
needs with an experienced CPA serving clients in Waltham, Woburn, Burlington and surrounding towns.
