We are a Newton, Massachusetts CPA firm offering tax reduction strategies, investments and insurance solutions for individuals and small businesses. Through our personalized approach, we help you pursue your dreams and achieve your financial goals. We have over thirty years of consulting experience. With CPAs, CFPs, and MBAs on staff, we offer a comprehensive suite of services.
We have the qualifications, expertise and professional network to help you navigate through the maze of financial decisions. While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection. Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
Read an overview of the budget, the debt ceiling, and the potential consequences if Congress doesn't take timely action to fund federal government operations. Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
We have the qualifications, expertise and professional network to help you navigate through the maze of financial decisions. While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection. Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
Read an overview of the budget, the debt ceiling, and the potential consequences if Congress doesn't take timely action to fund federal government operations. Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Services
David Prothero has over two decades of experience in tax consulting, investment consulting, and financial planning and founded the firm in 2003.
Previously, he served as Director of Financial Management at Federal Street Advisors, an independent financial planning and investment consulting firm.
In his four years at Federal Street, David oversaw the broad financial, tax, and estate planning affairs of the firm's largest individual clients.
David received his CPA license in 1997 while working for Coopers & Lybrand, LLP (now PriceWaterhouseCoopers LLP) in the audit and tax departments.
Previously, he served as Director of Financial Management at Federal Street Advisors, an independent financial planning and investment consulting firm.
In his four years at Federal Street, David oversaw the broad financial, tax, and estate planning affairs of the firm's largest individual clients.
David received his CPA license in 1997 while working for Coopers & Lybrand, LLP (now PriceWaterhouseCoopers LLP) in the audit and tax departments.
As a separate and distinct service from our CPA practice, through our affiliation with Commonwealth Planning Group (Commonwealth Planning Group), David Prothero is a registered representative of MML Investors Services, LLC, and offers securities, investment advisory and financial planning services.
All of the following services are elements of financial planning, which can be integrated to provide a comprehensive strategy for your unique situation.
Creating a financial plan involves reviewing your current income and assets and determining if you have the resources to meet your needs, goals, and dreams.
All of the following services are elements of financial planning, which can be integrated to provide a comprehensive strategy for your unique situation.
Creating a financial plan involves reviewing your current income and assets and determining if you have the resources to meet your needs, goals, and dreams.
We are located at 313 Washington Street in Newton Corner, Newton, just 15 minutes from downtown Boston and seconds from the Mass Pike (I-90).
The bus stops in front of the building.
Suite 200 is on the second floor of building.
1 There is paid parking in our building.
Take a right off of Washington Street onto Bacon Street (before our building) and the garage entrance is on the left.
3) There is metered parking: Take a right off of Washington Street onto Bacon Street (before our building) and follow to the end of the street.
The bus stops in front of the building.
Suite 200 is on the second floor of building.
1 There is paid parking in our building.
Take a right off of Washington Street onto Bacon Street (before our building) and the garage entrance is on the left.
3) There is metered parking: Take a right off of Washington Street onto Bacon Street (before our building) and follow to the end of the street.
We are a Newton, Massachusetts CPA firm offering tax reduction strategies, investments and insurance solutions for individuals and small businesses.
Through our personalized approach, we help you pursue your dreams and achieve your financial goals.
We have over thirty years of consulting experience.
With CPAs, CFPs, and MBAs on staff, we offer a comprehensive suite of services.
We have the qualifications, expertise and professional network to help you navigate through the maze of financial decisions.
Through our personalized approach, we help you pursue your dreams and achieve your financial goals.
We have over thirty years of consulting experience.
With CPAs, CFPs, and MBAs on staff, we offer a comprehensive suite of services.
We have the qualifications, expertise and professional network to help you navigate through the maze of financial decisions.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
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