Our services
The work matters.
So does the conversation.
Tax, accounting and business services for individuals and closely held businesses.
Find your starting pointTax preparation & planning
Individual and business returns, with a conversation about the circumstances behind them. IRS and Massachusetts DOR matters are also part of the practice.
- Individual & business tax returns
- Tax planning
- IRS & DOR matters
Accounting & bookkeeping
Support for the records that keep a business moving: reconciliations, payroll, accounts payable and receivable, and financial statements.
- Bookkeeping & bank reconciliations
- Payroll & general-ledger support
- Financial statement preparation
Business formation & consulting
Help establishing a business and discussing the accounting work that follows. Ask about formation filings, EIN applications and ongoing business questions.
- Business formation support
- Business consulting
- QuickBooks training
Audit, review & compilation
Financial reporting engagements with the scope agreed around the intended users and their requirements.
- Audit, review & compilation
- Agreed-upon procedures
- Engagement scope discussion
Featured service
A better understanding
of your own books.
QuickBooks training, bookkeeping and financial-report reading.
Inside QuickBooks trainingAlso listed by the practice
Retirement plans & wealth managementTranslation servicesReferral serviceThese links open the firm’s original service pages. Confirm current services and availability directly with the office.
A familiar place to begin
Let’s put your
questions on the table.
Tax, bookkeeping or a business question.
Start with what you need.