Business Details
Your Trusted Tax Advisor in Westborough, MA
At Richard Mood, CPA, we bring over 35 years of specialized expertise in accounting, tax advisory, and financial planning to individuals and small businesses. Our approach leverages deep knowledge of tax laws to help clients reduce liabilities, optimize financial strategies, and achieve long-term goals. With a focus on personalized service, we offer tailored solutions in retirement planning, estate management, business advisory, and IRS audit representation.Our team collaborates daily to ensure every client benefits from collective expertise, providing clarity and confidence in financial decision-making. As a trusted advisor, we prioritize transparency, ethical standards, and client-centric outcomes, supported by certifications including CPA and CGMA. Our commitment to excellence is reflected in our dedication to continuous learning and client education through webinars, consultations, and actionable insights.
Services
Tax Consulting
Personal Financial Planning
Business Advisory Services
IRS Audit Representation
Estate Planning
Retirement Planning
Bookkeeping Services
Tax Preparation
Payroll Services
Succession Planning
Highlights and features
- We offer 35+ years of specialized expertise in tax and accounting services.
- Our team collaborates daily to ensure comprehensive client support.
- We provide tailored financial planning for individuals and small businesses.
- Our approach prioritizes ethical standards and client education.
- We offer free phone consultations for immediate, personalized guidance.
Associations and certifications
- CPA
- CGMA
Services
Tax Consulting
Our tax consulting services help individuals and businesses navigate complex tax laws to minimize liabilities. We analyze financial situations, identify deductions, and create strategies for compliance and savings. Clients benefit from proactive planning for income, estate, and business taxes, ensuring long-term financial efficiency.
Personal Financial Planning
We design personalized financial plans to secure retirement, manage estates, and grow wealth. Services include cash flow analysis, investment strategies, and risk management tailored to life goals. Our approach ensures clients maintain financial stability while optimizing tax-efficient wealth transfer.
IRS Audit Representation
We provide expert representation during IRS audits, resolving disputes over back taxes, liens, or wage garnishments. Our team negotiates payment plans, offers in compromise, and innocent spouse relief. Clients gain peace of mind knowing we handle communications and documentation to achieve favorable outcomes.
Business Advisory Services
We support small businesses with accounting, payroll, and strategic planning. Services include cash flow management, internal controls, and succession planning. Our advisory ensures businesses maintain compliance, improve profitability, and prepare for growth or transitions.
Estate Planning
We help clients protect assets through trusts, wills, and tax-efficient strategies. Our planning minimizes estate taxes, ensures smooth wealth transfer, and addresses elder care needs. Clients receive guidance on legal documents and long-term care funding to secure their family's financial future.
People
Richard B. Mood
CPA, MST, CGMA
Richard Mood, CPA is a certified public accountant with over 35 years of experience in tax and financial planning. He specializes in business advisory, estate management, and IRS audit defense. A Bentley University graduate, he leads our team in delivering strategic, client-focused solutions.
Questions
What services does Richard Mood CPA offer?
We provide tax consulting, financial planning, IRS audit representation, business advisory, and estate planning services for individuals and small businesses.
How can I schedule a consultation?
Book a free 15-minute phone consultation during our callback hours: 12:00 PM - 1:00 PM or 5:00 PM - 6:00 PM, Monday-Friday.
Do you work with small businesses?
Yes, we specialize in accounting, payroll, and strategic planning for small businesses, including internal controls and succession planning.
Are you available for urgent tax issues?
We prioritize urgent matters like IRS audits and offer guidance on liens, levies, and payment plans during scheduled consultations.
What areas do you serve?
We primarily serve Westborough, MA, and surrounding areas, with virtual consultations available for clients nationwide.
