Business Details
40 Years
experience
Trusted Tax & Accounting Services in Holyoke, MA
Since 1986, Quality Tax & Bookkeeping Service has provided comprehensive tax and accounting solutions to individuals and businesses across Western Massachusetts. Founded by Susan Lastowski, a graduate of Bates College with advanced studies at the University of Massachusetts, our firm combines decades of experience with a commitment to personalized service. Over the years, we have grown through word-of-mouth referrals, expanding our client base to over 2,400 while maintaining a focus on education and proactive tax planning. In 2000, Marjorie Camerlin joined our team, bringing her business acumen from Central Connecticut State University and prior experience as a successful entrepreneur.Together, we prioritize staying current with evolving tax regulations through annual seminars, software upgrades, and multiple information sources. Our approach ensures every client receives tailored strategies to maximize deductions and optimize financial outcomes. We specialize in tax preparation, payroll services, retirement planning, and elder financial services, among other offerings. As we approach Sue's retirement in 2016, we remain dedicated to connecting clients with qualified successors while upholding the same standards of competence and care that have defined our practice for nearly three decades.
Services
Tax Preparation
Payroll Services
Retirement Planning
Accounting Services
Estate Taxwork
Budget Planning
College Financial Aid
Starting a Business
Details
- Year established: 1986
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services
- Our team provides personalized tax-saving strategies tailored to individual needs
- We maintain expertise through annual professional development and industry updates
- Our client-centric approach prioritizes long-term financial planning over transactional service
- We guarantee continuity through careful succession planning for client security
Services
Tax Preparation
We prepare comprehensive individual and business tax returns with meticulous attention to maximizing deductions. Our expertise covers complex tax situations including high-income earners and estate taxwork. Clients receive strategic guidance to optimize their tax position while maintaining full compliance with current regulations.
Payroll Services
Our payroll solutions handle all aspects of employee compensation processing, including tax withholdings, W-2 generation, and regulatory filings. We ensure accurate and timely payments while maintaining compliance with federal and state employment tax requirements for businesses of all sizes.
Retirement Planning
We develop customized retirement strategies considering individual financial goals and tax implications. Our consultation includes evaluating retirement account options, optimizing contribution strategies, and creating sustainable withdrawal plans for pre-retirees and retirees.
Elder Financial Services
Specialized financial services for seniors address unique needs including estate planning, long-term care costs, and Social Security optimization. We provide compassionate guidance to protect assets while ensuring compliance with applicable tax regulations and elder care requirements.
College Financial Aid
We assist families with navigating the financial aid process, including FAFSA preparation and strategic asset positioning. Our expertise helps maximize eligibility for need-based aid while minimizing the tax impact of education-related financial decisions.
People
Susan Lastowski
Founder
With a graduate degree from the University of Massachusetts and prior experience as a Baystate Medical Center auditor, Susan established the firm in 1986 while teaching full-time. She transitioned to full-time practice in 2000, building a 2,400-client operation through personalized service and professional excellence.
Marjorie Camerlin
Senior Accountant
A Central Connecticut State University graduate and former business owner, Marjorie joined in 2000 after being a client. Her practical business experience complements technical expertise, providing clients with actionable financial guidance and maintaining the firm's commitment to exceptional service standards.
Questions
What tax services do you offer?
We provide comprehensive tax preparation for individuals and businesses, including specialized services for high-income earners, estate taxwork, and retirement-related tax planning.
Do you help with financial planning beyond tax preparation?
Yes, we offer retirement planning consultation, elder financial services, and college financial aid form assistance to help clients make informed long-term financial decisions.
How do you stay current with tax law changes?
We attend annual professional development seminars, upgrade software regularly, and receive updates from over ten industry sources to maintain expertise in evolving tax regulations.
What happens after Sue retires?
Sue is carefully selecting a qualified successor to ensure continuity of service. All clients will receive detailed transition information including their new contact and required documentation for future filings.
Do you offer payroll services for small businesses?
Yes, we provide complete payroll processing including tax withholdings, employee payments, and regulatory filings tailored to the specific needs of small and medium-sized businesses.
