A family practice in Wilmington, Massachusetts
Your numbers.
Personally handled.
Accounting and tax services for small businesses and individuals, with Marvin and Estee involved in the work.
The people behind the name
Marvin H. Dorfman
CPA · Co-owner
Estee C. Dorfman
CPA, MSA · Co-owner
Personal means personal.
A personal connection.
From the start.
Your work stays with Marvin and Estee. Personal involvement is how we work, with a direct connection to the people handling your accounting and tax needs.
The right starting point
What brings
you here?
Accounting needs are personal.
Choose the path that fits yours.
For you
Your return. Personal attention.
Individual taxpayers are an important part of our practice. Tell us about the return you need help with, your situation and the timing.
Find out more- Individual tax returns
- Direct contact with the practice
For your business
The everyday work. The year ahead.
A small-business offering that connects bookkeeping and financial statements with corporate, partnership and payroll tax returns.
Find out more- Bookkeeping through trial balance
- Reviews & compilations
- Business & payroll tax returns
For a trust
A clear place to begin.
We prepare trust tax returns. Contact the practice to explain the situation and discuss the work required.
Find out more- Trust tax return preparation
- Scope and timing agreed with the office
Accounting & tax services
Built for the work
in front of you.
From the books to the returns, find the support that fits your situation.
The full service list01Financial statements+
Reviews and compilations of small-business financial statements. Discuss the purpose of the statement, who needs it and the scope of the engagement.
See this service02Bookkeeping+
Bookkeeping services through trial balance. Describe your records, your current process and the work you need help with.
See this service03Individual & trust returns+
Preparation of tax returns for individuals and trusts. Tell the office about the return and any timing that matters.
See this service04Corporate tax returns+
Tax return preparation for corporations. Discuss the entity, relevant reporting period and the engagement with the practice.
See this service05Partnership & LLC returns+
Tax returns for partnerships and limited liability companies. The appropriate work depends on the entity and its filing circumstances.
See this service06Payroll tax returns+
Federal and state payroll tax returns. Confirm the filings needed and the records available directly with the office.
See this serviceA range of small businesses
Different trades.
A personal connection.
Our clients work across a range of trades and industries. We also welcome nonprofit organizations.
- Construction
- Manufacturing
- Transportation
- HVAC
- Retail
- Nonprofit organizations
Field notes
Before the
first conversation.
A few details
Good to know.
Do you work with individual taxpayers?
Yes. Individual taxpayers are a welcome and important part of our practice. We prepare individual and trust tax returns.
Who will handle the work?
Marvin and Estee personally handle client work. Contact us to discuss the work you need, timing and availability.
Can you help with small-business records?
We offer bookkeeping through trial balance, reviews and compilations of small-business financial statements, and business and payroll tax returns.
Where is the office?
402 Main Street, Suite #2, Wilmington, MA 01887. Call 781-780-7069, extension 11, to contact the practice.
A conversation is a good beginning
Tell us what
you need.
For your business, your tax return or a question about the work ahead.
Contact the practice