Business Details
34 Years
experience
Your Trusted Partner for Accounting and Tax Services in New Hampshire
Established in 1992, our firm builds upon decades of experience in accounting and financial services. With a foundation rooted in early career roles at regional CPA firms and public practice, we deliver expertise in tax preparation, estate planning, and customized financial solutions. Our team serves diverse industries including healthcare, real estate, non-profits, and hospitality, maintaining a commitment to personalized service and technological integration.Licensed to sell life and health insurance, we offer comprehensive strategies for retirement and estate planning. Our nationwide reach extends to clients in 11 U.S. states and international affiliates, supported by secure digital communication and two New Hampshire offices. Professional affiliations with the AICPA and New Hampshire Society of CPAs underscore our dedication to industry standards and continuous education.
Services
Bank Reconciliations
Cash Disbursements
Cash Receipts
Payroll Services
Tax Filings
Crypto Reporting
Estate Planning
Retirement Planning
Bookkeeping
Quarterly Tax Filings
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team provides personalized financial planning tailored to individual client needs.
- We serve diverse industries including healthcare, real estate, and non-profits.
- Our services include estate and retirement planning to secure your financial future.
- We offer nationwide support with local expertise in New Hampshire.
Services
Tax Filing Services
We prepare and file tax returns for corporations, partnerships, trusts, estates, and individuals. Our services cover year-end personal and business tax filings, including crypto currency reporting. Clients receive customized solutions tailored to their specific financial situations.
Estate Planning
Our estate planning services include creating strategies to protect assets and ensure smooth wealth transfer. We help clients develop comprehensive plans incorporating wills, trusts, and insurance products to meet long-term financial goals.
Payroll Services
We manage payroll reconciliation, quarterly tax filings, and cash flow tracking for businesses. Our system ensures accurate employee payments and compliance with tax regulations, saving clients time and reducing administrative burdens.
Bookkeeping
Our bookkeeping includes cash disbursements/receipts journals, bank reconciliations, and customized spreadsheets. We maintain accurate financial records to help businesses monitor performance and make informed decisions.
Retirement Planning
We develop retirement strategies incorporating investment planning and insurance products. Our approach considers individual risk tolerance and financial objectives to create sustainable income streams for post-retirement life.
People
Kathleen E Sweeney
CPA
With over 40 years in accounting, Kathleen founded her practice in 1992 after roles at regional CPA firms. She holds AICPA membership and serves on financial councils, combining technical expertise with community leadership.
Mary Willenbrock
Accounting Professional
Mary manages QuickBooks training and tax returns across multiple offices. Her 15+ years in real estate and non-profit management bring practical insights to financial planning for businesses and individuals.
Carm Martinese
Office Operations
Carm oversees billing, collections, and office operations. His 33-year corporate lighting industry background ensures efficient administrative processes during tax seasons and year-round.
Debbie Harmon
Accounting Specialist
Debbie handles client accounts with 19 years at Attitash Resort and retail management experience. Her expertise in cash flow management benefits small businesses and seasonal operations.
Questions
What accounting services do you offer?
We provide bank reconciliations, payroll processing, tax filings for corporations and individuals, crypto currency reporting, and customized financial spreadsheets.
Do you handle tax preparation for different business structures?
Yes, we prepare tax returns for C-corporations, S-corporations, partnerships, trusts, estates, and individuals.
Are your services available outside New Hampshire?
We serve clients nationwide across 11 U.S. states and communicate with international affiliates in four countries.
What additional financial planning services do you provide?
We offer estate planning, retirement strategies, and are licensed to sell life and health insurance products.
How can I request a tax organizer?
Complete our online form to receive a mailed tax season organizer for streamlined document preparation.
