Business Details
31 Years
experience
Trusted Tax and Accounting Services in Beverly, MA
Rumery Cathy L CPA has been providing tax and accounting services since 1995, serving small businesses, sole proprietors, and individuals from our Beverly, Massachusetts office. Our practice focuses on comprehensive tax return preparation for corporations, partnerships, individuals, and trusts, combined with expertise in computer accounting systems implementation and client training. With a Master of Business Administration from the University of Massachusetts at Amherst and over 25 years of experience as a licensed Certified Public Accountant, we deliver timely, technology-driven solutions grounded in professional excellence.Our commitment to quality service is supported by a decade of prior experience as tax manager at a regional accounting firm, ensuring clients benefit from both technical expertise and practical business insights. We maintain rigorous professional standards while adapting to evolving tax regulations and technological advancements to serve our clients effectively.
Services
Tax Preparation
Accounting Solutions
Small Business Services
Individual Tax Services
Trust Accounting
Details
- Year established: 1995
Highlights and features
- We offer 25+ years of CPA-certified tax expertise
- Our practice combines accounting proficiency with technology implementation
- We specialize in tailored solutions for small businesses
- Our team maintains advanced education in business and mathematics
- We guarantee timely service with modern accounting tools
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
We prepare all types of tax returns including corporate, partnership, individual, and trust filings. Our service ensures compliance with current tax regulations while optimizing deductions. Clients receive accurate, timely submissions supported by our CPA expertise and modern accounting technology.
Accounting Solutions
We implement and train clients on computer accounting systems tailored to business needs. Our solutions streamline financial operations while maintaining compliance. Services include system selection, installation, and ongoing support for small business accounting requirements.
Small Business Services
We provide specialized tax and accounting support for small businesses. Our services cover entity selection, payroll processing, and financial reporting. Clients benefit from our experience with Massachusetts-specific tax regulations and small business operational needs.
Individual Tax Services
We handle individual tax return preparation with attention to personal financial circumstances. Our service includes review of investment income, property transactions, and available deductions. We ensure compliance while maximizing tax efficiency for personal filers.
Trust Accounting
We prepare trust and estate tax returns with expertise in complex fiduciary requirements. Our service includes income tax planning for beneficiaries and compliance with probate regulations. Clients receive specialized guidance for trust administration matters.
People
Rumery Cathy L CPA
Certified Public Accountant
Cathy Rumery established her practice in 1995 after ten years as tax manager at a regional firm. She holds a Master of Business Administration from UMass Amherst and a Bachelor of Science in Mathematics from UMass Lowell. Licensed as a CPA since 1986, she specializes in tax solutions for businesses and individuals.
Questions
What tax services do you offer for small businesses?
We prepare corporate, partnership, and trust tax returns while providing year-round accounting support for small businesses in Beverly and surrounding areas.
Do you handle individual tax returns?
Yes, we prepare individual tax returns with focus on Massachusetts residents, including income from investments, property transactions, and business activities.
Are you accepting new clients?
We are currently not accepting new clients for tax season due to capacity constraints, but welcome inquiries for future availability.
What accounting software do you support?
We implement and train clients on modern computer accounting systems tailored to business needs, with ongoing technical support available.
