Business Details
Trusted Accounting and Business Advisory Services in Burlington
Caras & Shulman PC has been a trusted partner for privately-owned businesses and nonprofit organizations for over four decades. Our team of certified public accountants and business consultants combines deep industry expertise with a commitment to personalized service, functioning as an extension of our clients' management teams. We specialize in delivering strategic accounting, tax planning, and business advisory services tailored to the unique needs of growing businesses. Our approach emphasizes proactive problem-solving, innovative financial strategies, and unwavering dedication to client success. With a focus on long-term relationships, we help clients navigate complex financial landscapes while maintaining compliance and optimizing growth opportunities.Our professionals bring extensive experience in audit services, retirement planning, and industry-specific consulting, particularly for dental and healthcare practices. We maintain executive-level oversight on all client engagements, ensuring technical excellence and actionable insights. Our commitment to integrity, responsiveness, and quality has established us as a preferred advisor for businesses seeking sophisticated financial solutions. We differentiate ourselves through our ability to combine the resources of a mid-sized firm with the personalized attention that larger firms cannot match. This balanced approach enables us to deliver customized solutions that address both immediate needs and long-term strategic objectives.
Services
Employee Benefit Audits
Dental Consulting
Retirement Planning
Tax Advisory
Mergers & Acquisitions
Audit Services
Corporate Tax Planning
Practice Management
Financial Forecasts
Estate Planning
Highlights and features
- We offer 40+ years of experience in accounting and business advisory services
- Our team provides executive-level oversight on all client engagements
- We specialize in industry-specific solutions for dental and healthcare practices
- Our firm combines mid-sized resources with personalized attention
- We maintain AICPA and state CPA society memberships for professional excellence
Associations and certifications
- AICPA
- MA Society of CPAs
Services
Employee Benefit Audits
We conduct comprehensive audits of employee benefit plans including 401(k) and pension plans. Our services ensure compliance with Department of Labor regulations while optimizing plan effectiveness. Our team provides detailed reporting and recommendations for improving retirement benefits structures.
Dental Consulting
Specialized consulting services for dental practices covering financial planning, practice management, and transition strategies. We help dental professionals optimize practice operations, implement effective financial systems, and plan for long-term practice growth and succession.
Tax Advisory
Comprehensive tax planning and compliance services for businesses and individuals. Our experts develop strategic tax positions that maximize deductions, minimize liabilities, and ensure compliance with evolving tax regulations at federal and state levels.
Audit Services
Full-scope audit services with partner-level supervision for privately-owned businesses. We provide assurance on financial statements, identify internal control improvements, and deliver actionable insights to enhance financial reporting accuracy and business performance.
Retirement Planning
Customized retirement plan design and administration for businesses. We help clients implement and manage defined benefit plans, 401(k) options, and profit-sharing arrangements that align with business goals and employee needs.
Questions
What accounting services do you offer for small businesses?
We provide audit, bookkeeping, tax planning, and financial statement services tailored to privately-owned businesses.
Do you specialize in any particular industries?
We have deep expertise in dental and healthcare practice consulting, along with general business advisory services.
How do you handle retirement plan audits?
We conduct comprehensive employee benefit audits with focus on compliance and optimization of retirement plans.
What sets your firm apart from other accounting firms?
We combine mid-sized firm resources with personalized service and industry-specific expertise for targeted solutions.
How can you help with business succession planning?
Our team provides transition planning, merger/acquisition support, and estate planning services for business owners.
