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To give our clients the necessary tools to better understand their
growth and wealth potentials; to develop systems to maximize those
potentials with extraordinary results fulfilling both the clients'
and our personal and professional goals.
The firm is committed to providing first-class service to its
clients with the same kind of financial expertise, personal
attention and full range of services usually offered by the larger
accounting
firms only to their major clients.
We are a progressive boutique CPA firm with an established 35-year
history of providing excellent, timely services to all clients.
We believe in the value of relationships. We view every client
relationship like a partnership, and truly believe that our success
is a result of your success.
We are committed to providing close, personal attention to our
clients. We take pride in giving you the assurance that the personal
assistance you receive comes from years of advanced training,
technical experience and financial acumen. Our continual investment
of time and resources in professional continuing education,
state-of-the-art computer technology and extensive business
relationships is indicative of our commitment to excellence.
Financial Forecasts & Projections : Forecasting is a necessity when
trying to effectively manage and lead a business to profitability.
From simple projections to complex financial modeling, our
experienced staff can assist you in achieving your company's
financial goals.
Financial Statements : We can assist you in the preparation of your
financial statements in accordance with professional standards, but
express no opinion or any other form of assurance on the
underlying information included in them. The financial statements
produced can be a useful tool for management for making financial
decisions.
Effective estate planning facilitates the orderly transfer of assets
to your beneficiaries, provides security for your surviving spouse,
and can reduce or eliminate the tax due on the transfer of your
business and other assets. For business owners, providing for
business continuity and succession of ownership is essential. We can
guide you through the complex process of getting your
financial affairs in order.
http://www.bsdcpa.com
Bonanno, Savino & Davies, P.C.
Certified Public Accountants
105 Chestnut Street
Suite 32
Needham, MA 02492
Needham, MA CPA / Edward F. Connelly CPA, Inc
Edward F. Connelly CPA Inc. a Certified Public Accounting Firm, with
broad experience in all aspects of accounting, tax, auditing,
financial planning and management services provides strategic
business, tax and financial planning and capitalization (funding)
services and preparation of tax returns and financial reports and
statements. We will work with startup businesses.
Building and preserving your personal wealth requires specialized
attention. You get one-on-one guidance and a comprehensive financial
plan that helps manage risk, improve performance, and
ensure the growth and longevity of your wealth.
Estate planning on your own can be complicated and costly. And the
list is endless... state taxes, bureaucracy, probate courts, unfair
appraisals, health care concerns, eligibility of heirs, life
insurance, IRA's, 401K's, annuities, burial or cremation costs, and
intent regarding death-postponing treatment to name a few. Not
knowing your legal and financial rights often ends up costing
you more in the end.
Thoughts of estate planning often bring more questions than answers:
Could an heir be too young to inherit? Should the inheritance be
given at a certain age? Is the intended beneficiary in a
shaky marriage with divorce as a possibility? Are there children
from a previous marriage? Should inheritance be protected from
potential creditors of the heir? Are there taxes that can be
avoided?
Are you able to avoid the probate court rules, delays, and costs?
http://www.128cpa.com
Edward F. Connelly CPA, Inc
661 Highland Avenue
Needham, MA, 02494
Certified Public Accountants - Jacobs, Velella and Kerr P.C.
ACOBS, VELELLA & KERR, P.C. is a Needham, Massachusetts CPA firm
with offices in Needham and West Roxbury, Massachusetts. The company
was established in December 1988 as the
result of a merger between Herman Jacobs & Co., and Peter H. Kerr*,
CPA. Prior to the merger, Herman Jacobs & Co. had been in practice
for over forty years. Although, we are a Needham,
Massachusetts CPA firm, our clients are both within and outside the
Massachusetts area.
The philosophy of the firm has been and continues to be one of
responsiveness to its clients and their needs. As evidence of this
type of personalized service, we are proud of the long-term
relationship with one of our most substantial clients for over
thirty years; we are now working with the third generation to run
that company's operations.
Jacobs, Velella and Kerr, P.C. provides services to a wide variety
of commercial, industrial, non profit and professional clients
located in the Greater Boston area as well as Rhode Island, New
Hampshire, and Maine.
Clients include construction companies, non-profit organizations, a
small business investment company operating under the purview of the
Small Business Administration, retail stores, real estate
management companies, manufacturers, software companies, auto parts
wholesalers and restaurants.
Financial and estate planning : Increasing your net worth is an
easier task with the help of a financial services representative or
professional. We offer financial services or products and an estate
planning program, including an analysis of your net worth,
investment strategy, family gifting, trusts, retirement services,
and family business transfers.
Recordkeeping and reports : If you're in business and need
recordkeeping and accounting systems, we can design them to fit your
needs.
http://www.jvkcpa.com/
388 Hillside Avenue
Needham, MA. 02494
Massachusetts :
Financial Advisor in Boston :
: Financial Advisor in Cambridge
: : Financial Advisor in Needham
: Financial Advisor in Newton
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