Business Details
34 Years
experience
Expert Accounting & Tax Services in Stoneham, MA
Established in 1992, our firm has dedicated over three decades to delivering comprehensive accounting, tax, and financial planning services to individuals and businesses. As a CPA with a Master of Science in Taxation and 40 years of public accounting experience, I prioritize personalized service, ensuring every client receives direct attention and tailored solutions. Our team combines academic expertiseevidenced by my role as an adjunct accounting professorwith practical insights to address unique financial needs.Clients consistently highlight our reliability, deep industry knowledge, and commitment to minimizing tax liabilities while maximizing long-term growth. We specialize in IRS representation, retirement planning, and GAAP-compliant financial reporting, fostering trust through transparent communication and results-driven strategies.
Services
Accounting Services
Bookkeeping
Tax Preparation
Tax Planning
Retirement Planning
IRS Representation
Estate Tax Services
Sales Tax Services
Details
- Year established: 1992
Highlights and features
- We provide personalized service with direct access to the owner CPA.
- Over 40 years of experience in public accounting and tax expertise.
- Offer comprehensive accounting, tax, and financial planning services.
- Affordable rates with a commitment to client satisfaction.
- Proven track record with long-term clients and positive testimonials.
What people say
Personalized service
Reliable advice
Sound advice
Very reliable
Positive testimonials
Services
Accounting Services
We prepare GAAP-compliant financial statements for banks and investors while offering custom managerial reports. Our services ensure accurate, third-party-ready documentation and internal financial clarity. Clients benefit from precise reporting tailored to both regulatory requirements and strategic decision-making needs.
Tax Preparation
Professional preparation and electronic filing of federal, state, and local tax returns at competitive rates. We ensure compliance with current tax laws while optimizing filings for maximum refunds. Our process minimizes errors and deadlines through systematic review and timely submission.
Retirement Planning
We analyze income and expenses to create customized retirement strategies. Our planning addresses lifestyle preservation through investment techniques and long-term projections. Clients gain confidence in securing their financial future with expert guidance tailored to individual goals.
IRS Representation
We provide full IRS and state tax audit representation, including Offer in Compromise negotiations. Our expertise reduces penalties and resolves compliance issues efficiently. Clients receive dedicated advocacy to navigate complex tax disputes with confidence.
Estate Tax Services
Expert preparation of federal and state estate, gift, and trust tax returns ensures compliance with evolving regulations. We simplify complex filings while minimizing liabilities for executors and beneficiaries. Our service provides clarity and accuracy for high-stakes estate and trust matters.
People
David Feeley
Owner/CPA
David Feeley, CPA with 40 years of experience, founded the firm in 1992 after graduating from UMass Lowell and earning a Master's in Taxation. He serves as an adjunct accounting professor and specializes in personalized client solutions.
Questions
What accounting services do you offer?
We provide GAAP financial statements, bookkeeping, and custom managerial reports for businesses and individuals.
Do you handle IRS tax disputes?
Yes, we offer full IRS audit representation and negotiate Offers in Compromise for tax resolution.
How long have you served Stoneham residents?
Our firm has provided accounting services in Stoneham since 1992, with over 30 years of local expertise.
What tax planning strategies do you use?
We monitor tax law changes and implement systems to minimize liabilities while ensuring timely compliance.
