Business Details
42 Years
experience
Your Trusted Accounting Partner in Burlington, MA
Since 1984, Adler Blanchard & Associates has combined the personalized attention of a boutique firm with the resources of a large practice to deliver exceptional accounting and advisory services. Our commitment to building client relationships rooted in trust and service has driven our growth from a small startup to a technologically advanced firm serving diverse client needs. We differentiate ourselves by ensuring every client receives direct access to a partner as their primary contact, supported by a team intimately familiar with their account.Our leadership's continuity and our staff's expertise guarantee consistent, prompt, and informed service tailored to each client's unique requirements. With a vision to transcend typical accounting practices, we provide comprehensive tax, financial, and strategic services while maintaining our reputation as trusted advisors. Our success stems from prioritizing client relationships and delivering high-quality service that adapts to evolving industry challenges.
Services
Tax preparation
Business valuation
Audit services
Bookkeeping
Nonprofit consulting
Estate planning
Financial audits
IRS representation
Corporate finance
Succession planning
Details
- Year established: 1984
Highlights and features
- We offer 30+ years of experience in accounting and business valuation
- Our partner-led approach ensures personalized client service
- Certified Valuation Analyst (CVA) on staff for specialized expertise
- Proven track record serving diverse industries including real estate and nonprofits
- Active community involvement demonstrates local business commitment
Associations and certifications
- CPA
- CVA
Services
Business Tax Planning
Our business tax planning services help companies navigate complex tax regulations while optimizing financial strategies. We provide customized solutions for federal, state, and local compliance, succession planning, and merger/acquisition support. Our team works as trusted advisors throughout the entire business cycle.
Business Valuation
Certified Valuation Analyst Carl Blanchard delivers objective business valuations for purchase/sale transactions, litigation, and estate planning. We offer consultation, calculation reports, and comprehensive valuation analyses tailored to private companies' specific needs.
Nonprofit Consulting
We specialize in nonprofit tax compliance, financial audits, and governance consulting. Our services help organizations maintain regulatory compliance, implement internal controls, and optimize resource management while meeting fiduciary responsibilities.
Bookkeeping Services
We provide comprehensive bookkeeping solutions for small to mid-sized businesses, including accounts receivable/payable management, bank reconciliations, payroll processing, and tax filing services. Our systems ensure accurate financial record-keeping and reporting.
Estate Planning
Our estate planning services help individuals manage wealth transfer through trusts, charitable foundations, and tax-efficient strategies. We coordinate with legal professionals to create comprehensive plans that align with clients' long-term financial objectives.
People
Carl Blanchard
Partner
With over 30 years of public accounting experience, Carl is a Certified Valuation Analyst specializing in business valuations. He actively contributes to community organizations including the Burlington Area Chamber of Commerce and Facing History Facing Ourselves.
Scott Adler
Partner
Scott brings 25 years of experience serving real estate, construction, and restaurant industries. A graduate of Tulane University, he previously served as Treasurer for Gann Academy and currently supports the Francis Ouimet Scholarship Fund.
Joe Morasse
Partner
Joe has 15 years of expertise in accounting and auditing, specializing in nonprofit and for-profit audits. He focuses on FASB standards compliance and provides management consulting services to diverse industries including manufacturing and service providers.
Questions
What accounting services do you offer for businesses?
We provide tax preparation, business valuation, audit services, succession planning, and strategic financial consulting tailored to business owners' needs.
Do you specialize in any particular industries?
Yes, we specialize in real estate, construction, nonprofit organizations, investment partnerships, and family businesses with customized solutions.
Can you assist with nonprofit tax compliance?
Yes, we offer specialized services including nonprofit tax compliance, financial audits, and consulting for government and nonprofit entities.
How do you approach individual tax planning?
We take a holistic approach to individual tax planning, addressing immediate needs while considering long-term financial goals and estate planning.
What makes your firm different from other accounting practices?
Our partner-led approach ensures personalized service, with certified experts providing continuity and tailored financial solutions since 1984.
