Business Details
22 Years
experience
Trusted CPA Services in Brookline, MA
Established in 2004, Doug J. Murstein, CPA is a Brookline-based accounting firm dedicated to delivering personalized financial solutions. Our founder, Doug J. Murstein, brings over 28 years of expertise as a certified public accountant, having previously served as a supervisor at a major CPA firm and accountant at regional practices. We specialize in tax preparation for individuals, LLCs, S Corps, trusts, and tax-exempt organizations, with a focus on accuracy and client education. Our team of four full-time accountants and seasonal staff combines deep technical knowledge with tailored service, ensuring compliance while helping clients minimize liabilities. We offer comprehensive bookkeeping, financial statement preparation, and strategic consulting for small businesses, including entity selection and payroll management.Our commitment to detail is evident in Doug's personal review of every tax return before client delivery. Affiliated with the American Institute of CPAs and Massachusetts Society of CPAs, we maintain rigorous professional standards. Located in Coolidge Corner, we serve Brookline and surrounding areas, prioritizing face-to-face client relationships. With 18 successful tax seasons completed, our firm continues to grow through client retention rather than marketing. We emphasize transparency in all communications, providing clear explanations of tax implications and financial strategies to empower informed decision-making.
Services
Tax Preparation
Bookkeeping
Small Business Consulting
Financial Statement Preparation
Tax Exempt Organizations
Details
- Year established: 2004
Highlights and features
- 28 years of combined CPA experience with personalized service
- Founder personally reviews every tax return for accuracy
- Specialized expertise in individual and business tax compliance
- Comprehensive small business consulting and bookkeeping solutions
- Longstanding community presence serving Brookline since 2004
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, LLCs, S Corps, partnerships, and trusts. Our services include W-2 and 1099-MISC preparation, tax implication analysis, and compliance with federal and state regulations. We specialize in complex returns for self-employed individuals, retirees, and businesses with multiple entities.
Bookkeeping
Our bookkeeping services include monthly reconciliations, financial statement preparation, cash flow analysis, and QuickBooks implementation. We help businesses maintain accurate records through customized solutions ranging from full-service bookkeeping to client training for self-management.
Small Business Consulting
We provide strategic guidance on entity selection, payroll setup, retirement plans, and financial software implementation. Our consulting services help business owners understand tax implications, maintain proper records, and make informed decisions about business structure and growth strategies.
Financial Statement Preparation
We prepare complete financial statements including balance sheets, income statements, and cash flow statements. These documents support tax filings, loan applications, and business decision-making while ensuring compliance with accounting standards for corporations and tax-exempt organizations.
Tax Exempt Organizations
We assist churches, charities, and social clubs with tax compliance requirements. Our services include preparation of annual information returns, analysis of unrelated business income tax, and guidance on maintaining tax-exempt status while fulfilling reporting obligations.
People
Doug J. Murstein
Founder & CPA
Certified Public Accountant with 28 years of experience. Former supervisor at major CPA firm. Specializes in tax compliance, financial consulting, and small business advisory services. Syracuse University graduate with dual accounting and finance degrees.
Eric
Tax Manager
Tax Manager with 12 years of experience. Licensed notary and real estate agent. Specializes in tax compliance for businesses and individuals. Holds MBA in Taxation from Bentley University and BBA from Boston University.
Questions
What tax services do you offer for individuals?
We prepare personal tax returns for self-employed individuals, retirees, families with investments, and households with employees. Our services include W-2 preparation, 1099-MISC filing, and analysis of retirement distributions.
Do you handle business tax preparation?
Yes, we prepare tax returns for LLCs, S Corps, partnerships, C Corps, and condominium associations. Our services include entity selection guidance, payroll tax compliance, and preparation of corporate financial statements.
What bookkeeping services are available?
We offer monthly reconciliations, financial statement preparation, QuickBooks implementation, and customized bookkeeping solutions. Services can be fully managed or tailored to client self-management needs.
How do you support small business owners?
We provide entity selection advice, payroll setup, retirement plan implementation, and financial software training. Our consulting services help business owners understand tax implications and maintain proper financial records.
Are you accepting new clients?
Yes, we are currently accepting new clients for Tax Year 2024 and upcoming Tax Year 2025 returns. Contact us via phone or email to discuss your specific tax situation.
What areas do you serve?
We primarily serve Brookline and surrounding Massachusetts communities from our Coolidge Corner office. Our client base includes individuals and businesses throughout the Boston MetroWest region.
