Your books, taxes and payroll, handled by people you can name.
A small Boston CPA firm for owners and families. We keep the paperwork in order, and we answer when you call.
What we do
Four services, one team. Use one or all four.
- 01Tax preparationPersonal, family and business returns, prepared by one named preparer.See Tax preparation
- 02BookkeepingMonthly books closed and explained in plain words.See Bookkeeping
- 03PayrollPay runs, payroll taxes and year-end forms, handled on time.See Payroll
- 04Financial planningClear goals and a plan you can follow, for families and owners.See Financial planning
How we work
Three steps, in this order, every time.
- 1
Talk
We start with a free 30-minute conversation. You tell us what worries you. We tell you plainly what we would do.
- 2
We do the work
We take the paperwork off your desk and handle it with care, on a schedule we agree on together.
- 3
You stay informed
You get clear updates in plain words, and a named person to call whenever a question comes up.
Who we help
We work with the people behind small Boston businesses, and with the families who count on them.
- Café, shop and restaurant owners who need monthly books and payroll
- Freelancers and consultants who file quarterly estimated taxes
- Contractors and tradespeople with employees and seasonal work
- Families with a home, investments or a new child to plan around
Come in for a free 30‑minute consultation.
No cost and no pressure. Call us, or send a message and we will find a time that suits you.
(617) 555-0167