Business Details
34 Years
experience
Trusted Tax and Accounting Services in Woburn, MA
Founded in 1992 by brothers Edward and Fred Kirk, our firm was established to address the unmet needs of small and medium-sized businesses in accounting services. With decades of combined experience from prior roles at other firms, we recognized the importance of personalized attention and tailored financial solutions. Over the years, we have grown while maintaining our commitment to treating every client with integrity, regardless of their size or income level. Our team, including CPA and CFP Nancy McDonald who joined in 1993, stays at the forefront of evolving tax laws to ensure accurate and strategic financial guidance.Located in Woburn, MA, we provide accessible expertise through in-person consultations, secure digital file transfers via LeapFILE, and flexible communication channels. Our focus remains on delivering reliable accounting, tax planning, and business consulting services that empower clients to achieve long-term financial success.
Services
Tax Planning & Preparation
Accounting Services
Business & Financing Consulting
Secure File Transfer
Tax Season Services
Details
- Year established: 1992
Highlights and features
- We have over 30 years of experience serving small to medium businesses.
- Our team includes certified professionals with specialized tax expertise.
- We offer secure digital document transfer for client convenience.
- Our services are tailored to meet each client's unique financial needs.
- We maintain a consistent track record of ethical and transparent practices.
Associations and certifications
- CPA
- CFP
Services
Tax Planning & Preparation
Our tax planning and preparation services combine strategic foresight with meticulous compliance. We analyze individual and business financial situations to minimize liabilities while ensuring adherence to federal and state regulations. Clients benefit from our team's continuous education on evolving tax codes and personalized approach to maximizing refunds or optimizing business deductions.
Accounting Services
We provide comprehensive accounting solutions tailored to business needs, including bookkeeping, financial statement preparation, and payroll processing. Our services ensure accurate financial tracking and reporting, enabling informed decision-making. Clients receive customized support to maintain regulatory compliance and operational efficiency throughout the fiscal year.
Business & Financing Consulting
Our consulting services focus on helping businesses develop growth strategies and secure financing. We analyze financial health, create projections, and advise on loan applications. Clients gain actionable insights to improve profitability and navigate complex financial decisions with confidence, supported by our industry-specific expertise.
Secure File Transfer
We offer encrypted file transfer through LeapFILE for secure document sharing. This service protects sensitive financial information during tax season and ongoing engagements. Clients can safely submit PDF-formatted documents 24/7, ensuring confidentiality while maintaining convenience for time-sensitive submissions.
Tax Season Services
Our tax season services include appointment scheduling, document review, and timely filing assistance. We prioritize new client onboarding and provide organizers to streamline information gathering. Clients receive proactive updates about legislative changes affecting their returns, ensuring preparedness for current and future tax obligations.
People
Edward Kirk
Co-Founder
Co-founder Edward Kirk established the firm in 1992 after recognizing gaps in small business accounting services. With decades of industry experience, he focuses on delivering personalized financial solutions while maintaining ethical standards that build long-term client trust.
Fred Kirk
Co-Founder
Fred Kirk co-founded the practice in 1992, leveraging prior accounting firm experience to create a client-centric service model. He specializes in understanding small business financial needs and developing practical strategies to address complex tax challenges.
Nancy McDonald
CPA, CFP
Nancy McDonald joined the firm in 1993, bringing expertise as a Certified Public Accountant and Certified Financial Planner. She holds a Master of Science in Taxation, specializing in comprehensive tax strategies for individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and business tax planning tailored to small business needs.
How can I securely send tax documents to your office?
Use our encrypted LeapFILE portal for secure PDF document transfers, available 24/7 with identity verification protections.
Do you offer tax planning for individuals?
Yes, we provide personalized tax planning strategies to minimize liabilities and maximize refunds for individuals at all income levels.
What makes your firm different from online tax services?
Our CPAs offer customized advice, complex tax situation expertise, and ongoing financial guidance that automated platforms cannot provide.
How do I schedule an appointment during tax season?
Call us directly at 781.938.1725 or use our website contact form to request an appointment during our regular business hours.
