Business Details
We are one of the most highly respected full service CPA firms in Central Massachusetts. Our team operates from conveniently located offices in Worcester, Grafton, and Holden. We provide a full array of public accounting core services alongside many specialty services. Our client base is broad and diverse, encompassing businesses, nonprofits, and individuals. We have extensive experience in preparing Federal Form 990 and related state forms for tax-exempt entities. Our firm is a leading CPA firm in New England serving the condominium industry with association boards and property managers.
Our individual income tax practice serves everyone from the financially independent to the graduating student. We also maintain a substantial trust and estate tax practice, which distinguishes us from many other firms. We offer a no cost, introductory meeting to explore how we can be of service. Our team is dedicated to delivering professional standards and problem-solving capabilities. We are committed to client satisfaction and building lasting relationships. We welcome the opportunity to serve you and are certain you will be glad you contacted us.
Our individual income tax practice serves everyone from the financially independent to the graduating student. We also maintain a substantial trust and estate tax practice, which distinguishes us from many other firms. We offer a no cost, introductory meeting to explore how we can be of service. Our team is dedicated to delivering professional standards and problem-solving capabilities. We are committed to client satisfaction and building lasting relationships. We welcome the opportunity to serve you and are certain you will be glad you contacted us.
Highlights and features
- We serve a broad cross section of clients including businesses and nonprofits.
- We are a leading CPA firm for New England's condominium industry.
- We offer a no cost introductory meeting to discuss your needs.
- Our firm has substantial trust and estate tax practice expertise.
- We provide services across all states, forms, schedules, and filing statuses.
Services
Tax Services
We deliver comprehensive tax services including return preparation, planning, and audit representation. Our expertise covers businesses, nonprofits, condominiums, individuals, and trusts. Clients benefit from our thorough knowledge of all states, forms, schedules, and filing statuses.
Auditing Services
Our auditing services include audits, reviews, and compilations tailored to diverse client needs. We serve businesses, nonprofits, and other entities requiring financial statement assurance. These engagements provide credibility and transparency for stakeholders and regulatory compliance.
Accounting Services
We offer general accounting, payroll related services, and QuickBooks services to streamline financial operations. Our team assists businesses with accurate recordkeeping and financial reporting. This allows clients to focus on growth while we manage their accounting needs.
Special Services
Our special services encompass personal financial planning, business valuations, financial forensics, and operational audits. We help individuals and businesses make informed decisions about their financial future. These services provide deep insights into value, risk, and operational efficiency.
