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Let's Work Together to Make Your Numbers Work for You

At our firm, we understand that every small business is unique, with its own set of challenges and opportunities. As a certified public accountant (CPA) with expertise in small business services, we believe that every business deserves personalized attention and tailored solutions to achieve its goals.

Small Business Services

Our small business services are designed to help entrepreneurs like you navigate the complexities of cash flow, working capital, and financial planning. Whether you're looking to grow your business, manage your finances, or prepare for the future, we're here to guide you every step of the way. Our services include:

  • Accounting System Review and Set-Up
  • Bookkeeping Services
  • Payroll Management
  • Business Tax Preparation
  • Tax Compliance and Planning
  • Sales Tax Services
  • Regulatory Compliance Review
  • IRS and State Representation

Business Lifecycle Consulting

As your business evolves, so do your needs. Our business lifecycle consulting services help you navigate the challenges and opportunities at every stage of the business cycle, from start-up to succession planning. Our services include:

  • Annual Business Reviews
  • Corporate Structure and Entity Review
  • New Business Formation
  • Tax Planning
  • Commercial Loan Package Preparation
  • Real Estate Purchase and Lease Analysis
  • Business Valuation
  • Business Purchase and Sale
  • Tax-Efficient Succession Planning

Tax Planning and Preparation

Are you tired of over-paying for insufficient tax services? Our tax planning and preparation services are designed to help you minimize your tax liability and maximize your savings. With our expertise, you'll enjoy:

  • Priority attention from a dedicated tax professional
  • Customized tax strategies to streamline your financials
  • Annual tax planning to ensure you're taking advantage of available deductions and credits
  • Ongoing support to ensure compliance with ever-changing tax laws

Why Choose Us?

At our firm, we pride ourselves on providing personalized attention, expert advice, and integrated solutions to our clients. We believe that every business is unique, and every business owner deserves a trusted advisor who understands their needs and goals. We're dedicated to helping you succeed, and we're committed to providing the highest level of service and expertise.

Get in Touch

To arrange a friendly conversation about your specific needs, call us directly at 781-341-3929. Let's connect at 2 Canton Street, Unit 109, Stoughton, MA 02072.

Reviews (2)
Write a Review
Positive: The positive comments highlight Alan's helpfulness and ability to explain financial decisions.
Negative: The negative comments describe a poor office environment, unhelpful responses, and dissatisfaction with the tax return.

Initial Consultation and Customer Service

Author Stephanie-Lynn Reid praised Alan's helpfulness, taking the time to answer questions and show them items impacting their tax returns. She appreciated his ability to explain everything, making them feel knowledgeable about their financial decisions.

Accountability and Professionalism

Author Candace Kenneally described a poor office environment, calling it "disgusting". Despite initial reservations, they decided to give Alan a chance. However, they were dissatisfied with the return, finding it lower than expected. When they asked questions, they received vague responses, leading to frustration.

Communication and Customer Service

Author Candace Kenneally criticized Alan's communication, describing his responses as rude and unhelpful. She felt that answers were evasive and refused to address specific questions. She believed that for the paid service, more was expected for the price.