313 Washington Street, Ste 200
Newton, MA 02458

Map and Directions


(617) 871-6602


(617) 871-6603

CPA Services*

Income Tax Consulting and Preparation

  • Business consulting
  • Capital gains analysis and planning
  • Tax planning strategies to reduces taxes before and after year-end
  • IRS and Massachusetts Department of Revenue representation and notice resolution
  • Home ownership analysis and planning
  • AMT (Alternative Minimum Tax) analysis & planning including planning for ISOs (Incentive Stock Options)
  • Tax implications and planning for investing in real estate, including buying a multifamily or vacation home
  • Tax preparation for individuals, sole proprietors, corporations, trusts, estates, and gifts including e-filing tax returns to the IRS & all 50 states

QuickBooks Bookkeeping Services

  • Trial Balance and General Ledger generation
  • Recording of all business transactions to ensure all tax deductions are captured
  • Bank statement reconciliation
  • Credit Card statement reconciliation
  • Fixed asset and depreciation tracking
  • Sales and Use tax return

Payroll Services

  • Payroll prepared on-time, every-time
  • IRS and State tax reporting
  • Federal and state tax deposits
  • Online access to payroll information and tax forms including W-2, W-3 and 1099 forms

Cash Flow Planning

  • Budget design and review
  • Forecasting current and future needs
  • Debt management and credit repair

* These services are not offered through MassMutual or MML Investors Services, LLC.

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Check the background of this financial professional on FINRA's BrokerCheck