Our Services Include

                        Individual  Services

 Income Tax Preparation & Planning
  • All schedules and forms filed electronically
  • Review of previous years Returns
  • Amending Prior Tax Returns
  • IRS Resolution & Audit Support
  • IRS Payment Plan
  • Other Communication to the IRS and the State
  • Tax Preparation for all 50 states

 Investment & Insurance Services
  • Life Insurance
  • Variable & Fixed Annuities
  • Mutual Funds Investments

 Other Financial Services
  • Roth & Traditional IRA
  • College Savings Plans
  • Keogh retirement Plans (SEP IRA, Solo 401K)
  • Personal Financial Planning
    ​
 Accounting Education & Research
  • Tax Courses and Research
  • Accounting Courses and Research
                            Business Services

 Income Tax Preparation & Planning
  • Partnership, S Corporations, C Corporation
  • Sole Proprietorship and Non-Profit Organizations
  • Communication to the IRS and State
  • Tax Preparation for all 50 states 

 Audit & Assurance Services
  • Financial audits, Reviews, and Compilations 
    ​
 Industries Served
  • Not-for-Profit Companies including Requirements of Government Auditing Standards (the Yellow Book). We also File the Uniform Financial Report (UFR) for Massachusetts Nonprofits.
  • Health Care 
  • Manufacturing 
  • Construction 
  • Retail 
  • Education 
  • Services 
  • And many Others

 Peer-Review Services 
  • Engagement Review, System Review and other services 

 Accounting Services
  • Financial audits, Reviews, and Compilations
  • DCAA & FAR Audit and Consulting      
  • Financial Statements Preparation & Analysis (including all required disclosures)
  • Bookkeeping Services (monthly, quarterly, or annual) 
  • Financial Projections and Forecasting
  • Outsourcing Services for Month-End Close
  • Internal Control Procedures
  • Internal Audit services 

 CFO & Controller Services
  • Cash Flow Strategies & Planning
  • Strategic Planning/Business Planning/Budgeting
  • Assistance with Bank Financing
  • Reviewing Financial Reporting Processes and Effectiveness
  • Management of Accounts Receivable, Collections, and Accounts Payable

 Forensic Accounting
  • Special Accounting Investigations for Clients
  • Assistance in Legal Actions

 Business Consulting
  • Tax and Business Strategies for Startups
  • Human Resource Strategies
  • Business Plan Development
  • New Business Formation & Incorporation
Accounting System Solutions

   Whether or not you use an ERP system, we can help your business with needs analysis, business improvement, accounting systems design, cost studies, financial models, financial system design, support, and guidance.

   We meet with your staff to help you create models such as revenues, inventory, forecast, capital budgeting, compensation, purchasing, order backlog, risk analysis, and many more using Excel, MS Access, or other financial software.

   Our consultants also offer services in technical support, system testing, project management, network administration, system analysis and design, programming in Java, Cobol, C+ and others.


ERP Systems expertise: Fourth-Shift, Visual Manufacturing

   Other accounting systems: Oracle, Quickbooks, Peachtree, Mas90, GreatPlains, Peoplesoft, etc.