Business Details
Certified Public Accountants in Franklin, MA
At Auerr Zajac & Associates, we are committed to delivering exceptional accounting and tax services tailored to each client's unique needs. Our firm's size allows us to provide personalized attention while maintaining the highest standards of technical expertise. With decades of combined experience, our certified professionals specialize in comprehensive tax planning and preparation for individuals and businesses. We prioritize ongoing education to stay current with evolving tax regulations, ensuring accurate and strategic financial guidance. Our dedication to client satisfaction is reflected in our responsive service and commitment to minimizing tax liabilities through meticulous analysis.We serve clients year-round, offering proactive advice to navigate complex tax requirements with confidence. Our team's credentials, including CPAs and Enrolled Agents, underscore our authority in the field. We maintain transparent communication and ethical practices, fostering long-term relationships built on trust and reliability. By combining technical proficiency with personalized care, we aim to be a trusted partner in our clients' financial success. Our office in Franklin, Massachusetts, serves as a hub for delivering these values to local and regional clients.
Services
Tax Planning
Federal Tax Preparation
State Tax Preparation
Payroll Tax Services
QuickBooks Training
New Business Formation
FAFSA Tax Help
Meals Tax Preparation
Corporate Excise Tax Filing
Estimated Tax Calculations
Highlights and features
- We offer over 40 years of combined experience in tax and accounting services.
- Our team includes certified CPAs and Enrolled Agents with specialized expertise.
- We provide year-round availability for tax consultation and planning.
- Our personalized service ensures tailored solutions for each client's needs.
- We prioritize continuing education to maintain cutting-edge tax knowledge.
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial decisions to minimize tax liabilities. We analyze income, deductions, and credits to create strategic plans aligned with long-term goals. Clients receive customized recommendations based on current tax laws and personal circumstances.
Federal Tax Preparation
We prepare accurate federal income tax returns for individuals and corporations. Our process includes reviewing financial documents, identifying eligible deductions, and ensuring compliance with IRS regulations. Clients benefit from thorough preparation that maximizes refunds while maintaining audit readiness.
Payroll Tax Services
Our payroll tax services handle withholding calculations, quarterly filings, and year-end reporting for businesses. We ensure compliance with federal and state requirements while maintaining accurate records. Clients receive timely submissions and guidance to avoid penalties associated with payroll tax obligations.
QuickBooks Training
We provide QuickBooks training to help businesses manage financial operations efficiently. Sessions cover setup, transaction entry, and report generation tailored to specific business needs. Clients gain confidence in using accounting software to track finances accurately and make informed business decisions.
New Business Formation
Our new business formation service guides entrepreneurs through entity selection and registration processes. We explain tax implications of different structures and assist with necessary filings. Clients receive comprehensive support to establish businesses compliantly while optimizing tax advantages from inception.
People
Allen A. Auerr, Jr.
CPA, MBA
Tax professional with over 40 years of experience in individual and corporate tax preparation. Specializes in complex tax situations and business consulting while serving as a Notary Public.
Kevin A. Auerr
CPA
Experienced tax advisor with 20+ years focusing on corporate tax compliance and strategic planning. Provides expertise in minimizing tax burdens for growing businesses and high-net-worth individuals.
Gordon McClay
EA, ATP
Certified Enrolled Agent with over 50 years of tax preparation experience. Specializes in resolving IRS disputes and optimizing tax strategies for individual taxpayers.
Susan Reavy
CPA, MPA
Comprehensive tax professional with decade-plus experience in both individual and corporate taxation. Focuses on accurate return preparation and proactive tax planning strategies.
Leslie Scherer
CPA
Seasoned accountant with 25+ years assisting businesses with tax compliance and financial reporting. Expertise in maximizing deductions while maintaining regulatory compliance for corporate clients.
Questions
What accounting services do you offer for businesses?
We provide corporate tax preparation, payroll tax processing, QuickBooks training, and new business formation services tailored to Massachusetts businesses.
Do you offer year-round tax consultation?
Yes, our tax professionals are available year-round to provide ongoing consultation and strategic tax planning for individuals and businesses.
What are your tax season hours?
During tax season (January through April), we're open Monday-Thursday 8am-8pm, Friday 8am-6pm, and Saturday 8am-4pm.
How do you handle complex tax situations?
Our team of CPAs and Enrolled Agents specializes in navigating complex tax codes to ensure accurate filings and optimal deductions for all client scenarios.
What payment methods do you accept?
We accept major credit cards, checks, and electronic transfers. Please contact our office for specific payment arrangements.
