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
For over 40 years we have been helping individuals and small businesses in the greater Boston area and beyond manage their financial affairs. Our clients are like family to us and we have cared and continue to care for them for life. We are keenly aware of the challenges and time constraints many face in trying to manage their finances at every life