Originally established in 1998, our firm has been serving the tax and accounting needs of businesses and individuals in the Metro West and greater New England Area for almost two decades.
With 30+ years of public accounting experience, my specialties include individual tax preparation and planning, financial and estate planning, tax preparation for Trusts, and related fiduciary and consulting services.
Business services include accounting compilation and review services, tax preparation and planning, and bookkeeping services for a variety of small and medium size businesses — many since inception — in multiple industries, both profit and nonprofit.
With 30+ years of public accounting experience, my specialties include individual tax preparation and planning, financial and estate planning, tax preparation for Trusts, and related fiduciary and consulting services.
Business services include accounting compilation and review services, tax preparation and planning, and bookkeeping services for a variety of small and medium size businesses — many since inception — in multiple industries, both profit and nonprofit.
I work with [Lisa] for both my personal and business accounts and couldn't be happier with her professionalism, promptness, and accuracy. |