Business Details
We are a full service accounting firm dedicated to serving the financial needs of companies and individuals throughout the New England region. Our team of knowledgeable and talented accountants and CPAs leverages the latest technology and cutting-edge training to address your unique financial requirements efficiently and on a timely basis. We believe that people count, and we handle every financial matter with the utmost professionalism and confidentiality. Our commitment is to deliver high quality professional performance that consistently outperforms your expectations. We are enrolled with the American Institute of Certified Public Accountants peer review program, and we periodically undergo rigorous quality reviews. These reviews ensure that our financial reporting products adhere to the stringent rules of accounting and auditing. We provide a comprehensive range of services, including financial reporting, tax planning, and management advisory services.
Our expertise extends to business planning, estate planning, and audit, review, and compilation services for private and non-profit sectors. We utilize state-of-the-art software for comprehensive tax analysis and prepare all returns with the most up-to-date professional tax preparation tools. Our team also helps clients resolve business problems such as securing financing, reviewing cash-flow issues, and restructuring financial systems. We act as a client advocate during estate planning, interpreting your goals to other professionals like estate planning attorneys. We are proud that a referral is the highest compliment we can receive, and we thank you for trusting us with your friends, family, and business acquaintances.
Our expertise extends to business planning, estate planning, and audit, review, and compilation services for private and non-profit sectors. We utilize state-of-the-art software for comprehensive tax analysis and prepare all returns with the most up-to-date professional tax preparation tools. Our team also helps clients resolve business problems such as securing financing, reviewing cash-flow issues, and restructuring financial systems. We act as a client advocate during estate planning, interpreting your goals to other professionals like estate planning attorneys. We are proud that a referral is the highest compliment we can receive, and we thank you for trusting us with your friends, family, and business acquaintances.
Highlights and features
- We are enrolled in the AICPA peer review program.
- We successfully passed the peer review audit of the AICPA.
- Our firm periodically undergoes quality peer reviews.
- We use state-of-the-art software for comprehensive tax analysis.
- Our reports adhere to stringent AICPA and FASB standards.
Services
Financial Reporting
We provide a full range of traditional accounting services including audits, reviews, and compilations of financial information. Our specialized financial reporting caters to construction contractors, franchises, and other unique business types. Clients benefit from reports that adhere to stringent AICPA and FASB standards.
Tax Planning and Return Preparation
We utilize state-of-the-art software for comprehensive tax analysis and prepare all returns using the most up-to-date professional tax preparation tools. Our services cover C-Corporations, S-Corporations, partnerships including LLCs, fiduciaries, estates, and individual income tax returns. Clients receive thorough tax planning designed to minimize liabilities and ensure compliance.
Management Advisory Services
We help resolve business problems such as securing financing, reviewing cash-flow issues, and restructuring financial and management information systems. Our team also assists with lease negotiations, evaluating internal planning and control processes, and communicating with outside agencies. These services provide actionable strategies to improve operational efficiency and financial health.
Business Planning
We assist companies with preparing internal business valuations for sales or purchases, business budgets, business plans, forecasts, and projections. By reviewing the results of your financial operation, we help you better utilize the information contained in your financial reports. This enables informed decision-making for growth and strategic direction.
Estate Planning
We collaborate with estate planning attorneys to assist with gift planning and comprehensive estate planning. Our position as financial advisor allows us to interpret your goals to other professionals, acting as a client advocate throughout the process. This collaborative approach ensures your estate plan aligns with your financial objectives and provides significant value.
