If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
401(k) Plan Audits
401(k) Plans with more than 100 participants are subject to unique accounting, auditing and financial reporting standards. We have many years of experience auditing the 401(k) Plan of a large publicly traded company as well as the 401(k) Plans of large and small closely held businesses. We keep abreast of the ever changing issues affecting 401(k) Plans through our membership in the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center (EBPAQC). The EBPAQC is a national community of CPA Firms that provides trusted resources to help us help our 401(k) Plan audit clients with financial reporting, assurance/audit, compliance and governance matters. In addition, Stockholder Steve Hoar is a member of the Massachusetts Society of CPA’s ERISA Committee and Principal Tony Caruso holds a Certificate as an Advanced AICPA Defined Contribution Plan Auditor. These Memberships and designations confirm our commitment to providing quality 401(k) Plan audit services. For more information please contact Steve Hoar at 781-305-3534, ext 130 or via email at firstname.lastname@example.org
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a Service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Audits, Reviews, and Compilations
Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
As a Certified Valuation Analyst, Kevin Worthington has performed numerous valuations which are an essential element to many individual and business transactions. The purpose of these valuations include buy-sell agreements, business purchases and sales, divorce, estate and gift tax and succession planning. For more information please contact Kevin at 781-305-3534, ext 110 or via email at email@example.com.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we have years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Massachusetts Film Tax Credit Agreed Upon Procedures
We have been performing MA Film Tax Credit agreed upon procedures audits since the inception of the Act Providing Incentives to the Motion Picture Industry. As such we have hands on experience in the necessary audit procedures and filing requirements. For more information please contact Kevin E. Worthington at (781) 305-3534, ext 110 or via email at firstname.lastname@example.org.
We have many years of experience in providing accounting, auditing and tax services to numerous nonprofit organizations including human service providers, membership organizations, trade associations, schools and government funded organizations. We have experience with Government Auditing Standards (Yellow Book) and Uniform Guidance/Single Audits as well as the preparation of Massachusetts Uniform Financial Reporting (UFR), Federal Forms 990, 1023 and 1024 and Massachusetts Form PC. As members of the AICPA Nonprofit Practice Section and the Massachusetts Society of CPAS Nonprofit Committee we keep abreast of the latest developments affecting nonprofit organizations. For more information please contact Steve Hoar at 781-305-3534, ext 130 or via email at email@example.com.
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
As QuickBooks ProAdvisors, Greg Hughes and Anthony (Tony) Caruso have helped numerous organizations use the various features within QuickBooks so they can manage their accounting needs more efficiently. For more information please contact Greg at 781-305-3534, ext 120 or via email at firstname.lastname@example.org or Tony at 781-305-3534, ext 140 or via email at email@example.com.
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.