You focus on your business
We'll handle the numbers
Whether it's
We have you covered
- Whether it's Bookkeeping that's months behind. We have you covered.
- Whether it's Choosing between an LLC and an S corp. We have you covered.
- Whether it's Returns from past years that never got filed. We have you covered.
- Whether it's A letter from the IRS. We have you covered.
- Whether it's Living in one state and working in the other. We have you covered.
- Whether it's Settling a family member's estate. We have you covered.
- Whether it's Quarterly estimates that are just a guess. We have you covered.
- Whether it's Your first employee in another state. We have you covered.
- Whether it's Deciding what you can safely pay yourself. We have you covered.
- Whether it's Your longtime accountant retiring. We have you covered.
Bookkeeping, tax filings, and planning. One firm for all of it, so nothing slips between a bookkeeper, a preparer, and a planner.
- Based in Danvers, Massachusetts
- Serving New England, with clients nationally
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In business since 1992
Same firm, same office.
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Independently owned
Not a franchise or a national chain.
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A small, experienced team
CPAs and experienced staff.
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Hundreds of clients served
Businesses, owners, and families over 30+ years.
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Millions saved for clients
Through planning done while there was still time.
What we handle
Accounting and tax work for small businesses, their owners, and their families.
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Tax Planning & Preparation
Federal and state returns for businesses, owners, and families.
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Business Accounting
Bookkeeping consulting and oversight, and accounting systems that finally make sense.
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IRS & State Tax Resolution
We identify the problem, prepare your returns, and resolve your tax burden.
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Estates & Trusts
Estate and trust returns, and the paperwork that comes with serving as executor or trustee.
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Business Planning
Planning for the business and its owner, with estate and gift planning in the same conversation.
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Planning that has saved our clients millions
The millions were not saved all at once. They are thirty years of books kept right, structures that fit, and decisions made while the year was still open.
- Books reviewed and closed every period, not just entered
- Bookkeeping consulting and services, scaled to what the business needs
- S corp, LLC, and payroll decisions reviewed before they are locked in
- Tax planning during the year, while there's still time to act
Sending us documents
Tax documents do not travel by email or through this website. If the firm determines it can help and documents are needed, the office will send private secure-upload instructions directly.
- Sensitive documents are requested only after the office speaks with you.
- The contact form asks only what is needed to call you back.
- No firm email address is published on this site at all.
Tell us what you need help with
Call the Danvers office at (978) 750-9004, or send a message and we will be in touch.