Business Details
39 Years
experience
Expert Accounting and Tax Services in Waltham, MA
Newburg CPA has been delivering comprehensive accounting, tax, and advisory solutions since 1987, serving businesses across diverse industries. Our team of certified professionals combines deep technical expertise with a client-centric approach, offering services ranging from audits and financial reporting to estate planning and international tax compliance. With a focus on proactive planning and personalized service, we help clients navigate complex financial landscapes while maintaining compliance and optimizing growth opportunities.Our commitment to excellence is reflected in long-standing client relationships and industry recognition through testimonials highlighting our responsiveness, strategic insight, and tailored solutions.
Services
Tax Planning
Financial Audits
Estate Compliance
Accounting Services
Transaction Advisory
Business Valuation
Foreign Tax Reporting
Management Consulting
401K Audit Services
Due Diligence
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of experience in accounting and tax advisory services.
- Our team includes Certified Valuation Analysts and QuickBooks Pro Advisors.
- We provide industry-specific expertise for sectors like biotech and real estate.
- Our collaborative approach ensures tailored solutions for each client's needs.
- We maintain BDO Alliance membership for global compliance resources.
Associations and certifications
- BDO Alliance
What people say
Exceptional accounting services
Valuable strategic partners
Timely tax filings
Industry-specific expertise
Proactive planning approach
Services
Tax Planning
Our tax planning services help businesses and individuals minimize liabilities while maximizing savings through proactive strategies. We specialize in entity selection, international compliance, and R&D credits. Our team stays current with evolving regulations to ensure optimal tax positions for clients across multiple industries.
Financial Audits
We conduct comprehensive financial audits with a focus on accuracy, compliance, and operational improvements. Our certified professionals use modern technology to streamline processes while maintaining GAAP standards. Clients benefit from clear reporting and actionable insights to enhance financial decision-making.
Estate Compliance
Our estate planning solutions protect assets and facilitate smooth wealth transfers through customized strategies. We handle wills, trusts, and tax filings while coordinating with legal advisors. Services include minimizing estate taxes and creating succession plans that align with clients' long-term financial goals.
Transaction Advisory
We provide expert guidance through mergers, acquisitions, and business sales with due diligence and valuation services. Our team assists with purchase agreements, tax structuring, and risk assessment. Clients receive strategic advice to maximize transaction value while minimizing potential liabilities.
Foreign Tax Reporting
Our international tax specialists help businesses navigate cross-border compliance requirements. We assist with foreign disclosures, transfer pricing, and entity formation through our BDO Alliance network. Services include inbound/outbound transaction support and streamlined filing procedures for global operations.
People
David Natan
Tax and Business Partner
Specializes in tax strategy and business advisory with extensive experience in corporate compliance and international tax matters.
Howard M. Newburg
Partner
Provides strategic leadership in accounting and tax planning, with a focus on supporting business growth and succession planning.
Michael Vasil
Co-Managing Partner
Focuses on client relationships and service delivery, ensuring tailored solutions for businesses across various industries.
Sarah Irons
Co-Managing Partner
Leads advisory services with expertise in financial reporting and compliance for growing companies and established corporations.
Nathaniel Newburg
Partner
Specializes in audit services and financial statement attestation, maintaining high standards for accuracy and regulatory compliance.
Questions
What industries does Newburg CPA CPA specialize in?
We serve life sciences, manufacturing, real estate, technology, and restaurant industries with tailored accounting solutions.
Do you offer international tax compliance services?
Yes, through our BDO Alliance membership, we provide foreign tax reporting and cross-border transaction support.
What accounting software do you support?
We specialize in QuickBooks and integrate third-party applications like Expensify and Avalara for comprehensive solutions.
How do you handle business succession planning?
Our estate planning team creates customized strategies to ensure smooth ownership transitions and asset protection.
What sets Newburg CPA CPA apart from other firms?
We combine technical expertise with personalized service and industry-specific knowledge for long-term client success.
