Tax and Accounting Services
945 Concord Street
Suite 135
Framingham, MA 01701
Phone: 508-875-6052
​Fax: 508-445-0506
Our Services
We are motivated to help clients become successful.
We help clients realize their strategic vision and improve their cash flow.
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We join forces with clients for strategically planned tax and accounting work, and develop long-lasting, mutually-beneficial relationships.
Our typical client benefits from collaborating with us because we help realize their financial ambitions, whether they are an individual or a business.
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A critical component of this level of service?
Your input.
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Your input helps develop our business planning and helps us implement our expertise.
Service Offerings
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Business advising and planning
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Tax preparation
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Tax projections and estimates
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Accounting and bookkeeping
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Cash flow analysis
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Management reporting
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​​Advisory partner services
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Financial strategy
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Tax implications of divorce​​
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Retirement planning
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Wealth management
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Succession planning
Advisory Services
Our client engagements begin with an advisory package, because we believe that helping clients starts with spending time developing strategy.
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Once we have developed a strategy, we help clients with ongoing needs, such as:
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Annual review of financial goals and achievements
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Business and personal tax returns
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Quarterly accounting
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Personalized support
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We often present these services as a package with a monthly or annual fixed fee.
​Our Consultation Process
Free initial consultation
Our consultation helps us assess how our services can fit with the needs of your business.
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As part of this, we review your financial and business plans and consider your current pain points.
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We propose customized solutions
Customized solutions are developed for you, such as advisory and partner service packages.