Financial Expertise
For Growth
Taxation
Tax Consulting 
Compliance 
Planning 
Preparation
Tax planning and tax preparation are integral components of our comprehensive services for individuals and businesses, including corporations, partnerships, trusts, estate and non-profits. We utilize our knowledge of existing and emerging tax regulations to enable our clients to reduce tax liability, take advantage of tax benefits, and preserve wealth. Our expertise extends beyond Massachusetts as we help our clients navigate complex multi-state reporting and U.S. compliance requirements for international transactions.
Accounting
Bookkeeping 
General Ledger Planning 
Financial Statement Preparation
We provide services customized to fit your business needs and enable you to concentrate on managing and growing your business. Our bookkeeping and accounting review services assist business owners with developing strategies to remedy impediments to business growth and profitability.
Attestation & Assurance
Audits Compilations Reviews Financial Statement
We have the experience and knowledge to take care of your financial statement reporting requirements in accordance with professional standards set by the American Institute of Certified Public Accountants. Our clients include closely-held, nonpublic or nonprofit entities who require compiled, reviewed or audited financial statements to meet loan covenants, maintain surety bonding insurance, satisfy regulatory requirements and manage their businesses. Our services also include the preparation of financial statements.
Advisory & Consulting
Business Formation 
Business Purchases 
Business Sales
Our in-depth of knowledge and understanding of industry and tax laws puts us in a unique position to assist business leaders with advisory and consulting services. We have considerable experience in guiding entrepreneurs through the lifecycle of their business, including formation, entity selection, buying and selling. We help clients with strategic business planning to ensure the sustenance and growth of their businesses, using financial metrics and industry knowledge to develop strategies to operate successful businesses and manage costs to enhance growth and profitability. We are committed to helping our clients understand their financial position and enabling them to utilize this information to manage growth.
