Business Details
Expert Tax & Accounting Services in Sudbury, MA
David J Felsing has served individuals and businesses in Sudbury, MA for over 25 years, providing comprehensive accounting, tax preparation, and financial consulting services. Our team specializes in addressing complex tax issues, including multi-state returns, estate and trust taxation, and small business accounting. We prioritize personalized service, combining deep local expertise with a commitment to staying current with evolving tax regulations.Our focus on timely, accurate solutions extends to retirement planning, financial statement preparation, and strategic tax efficiency guidance. As a trusted CPA firm, we maintain transparency and ethical standards while delivering tailored financial advice to meet each client's unique needs.
Services
Tax Preparation
Small Business Accounting
Estate Tax Services
Financial Statements
Retirement Planning
Highlights and features
- We offer 25+ years of specialized tax expertise in Sudbury, MA.
- Our team provides personalized guidance for complex financial scenarios.
- We maintain transparency with no hidden fees or surprises.
- Our CPA-certified professionals stay current with evolving tax regulations.
- We deliver timely, accurate solutions tailored to individual client needs.
Associations and certifications
- CPA
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, including multi-state returns and complex scenarios like stock options and real estate rentals. Our team ensures compliance with federal and state regulations while maximizing deductions. Clients receive strategic guidance to optimize tax efficiency for current and future filings.
Small Business Accounting
Our small business accounting services include financial statement preparation, payroll tax reporting, and profitability analysis. We support corporations, LLCs, and partnerships with accurate record-keeping and tailored financial insights. Clients gain clarity on cash flow and tax obligations through personalized advisory sessions.
Estate Tax Services
We specialize in Massachusetts estate and trust tax preparation, including Form K-1 processing and living trust guidance. Our approach addresses complex tax implications for executors and beneficiaries. Clients receive strategic advice to navigate estate tax exemptions and minimize liabilities.
Financial Statements
We create detailed financial statements to help businesses assess performance and make informed decisions. Services include balance sheets, income statements, and cash flow analysis. Our reports meet regulatory standards while providing actionable insights for growth-oriented clients.
Retirement Planning
We offer retirement planning guidance for individuals and businesses, including 401(k), SEP, and IRA recommendations. Our strategies align with long-term financial goals and tax efficiency. Clients receive ongoing support to adjust plans as regulations and personal circumstances evolve.
People
David J. Felsing
CPA
David J. Felsing is a certified public accountant with over 25 years of experience serving Sudbury, MA clients. He specializes in complex tax scenarios, estate planning, and small business accounting. His client-centric approach emphasizes clear communication and strategic financial guidance.
Questions
What tax services do you offer for small businesses?
We provide tax preparation, payroll reporting, and financial statement services tailored to small businesses, including corporations, LLCs, and partnerships.
Do you handle complex individual tax situations?
Yes, we specialize in multi-state returns, stock options, real estate rentals, and estate/trust tax filings for individuals with complex financial needs.
Can you assist with Massachusetts estate taxes?
We prepare Massachusetts estate tax returns and provide guidance on trust taxation, including Form K-1 processing and exemption strategies.
What accounting services are available for entrepreneurs?
We offer financial analysis, break-even assessments, and retirement planning services to help entrepreneurs optimize business performance and personal financial goals.
How do you support clients with retirement planning?
We provide personalized 401(k), SEP, and IRA recommendations, focusing on tax-efficient strategies aligned with long-term financial objectives.
