Business Details
46 Years
experience
Trusted Accounting Services in New Bedford
Since 1980, our firm has delivered comprehensive accounting solutions tailored to businesses, non-profits, and individuals across SouthCoast Massachusetts. Our CPA-certified expertise spans tax planning, compliance, auditing, and strategic consulting, emphasizing proactive financial guidance to help clients navigate regulatory complexities. With decades of localized experience, we combine technical precision with personalized service to address unique client needs. Our downtown New Bedford location supports regional businesses through customized accounting systems and tax optimization strategies. We maintain rigorous compliance with evolving federal and state tax laws while prioritizing transparent communication.Our non-profit clients benefit from specialized reporting that preserves organizational status and supports mission-driven objectives. For individuals, we provide holistic tax and estate planning services focused on wealth preservation. By maintaining a boutique-style practice, we ensure direct access to senior professionals for all clients. Our commitment to affordability never compromises the quality of our deliverables. This enduring approach has sustained our reputation as a trusted financial partner since the firm's founding.
Services
Tax Planning
Tax Return Preparation
Accounting
Bookkeeping
Auditing
Business Consulting
Non-Profit Accounting
Estate Planning
Financial Planning
Investment Advice
Details
- Year established: 1980
Highlights and features
- We offer 45 years of specialized accounting experience since 1980
- Our CPA-certified professionals provide direct, personalized service
- We maintain compliance with all federal and state tax regulations
- We deliver tailored solutions for business, non-profit and individual clients
- Our proactive approach identifies financial issues before they escalate
Services
Commercial Enterprises
We provide comprehensive accounting solutions for businesses of all sizes. Our services include tax compliance, financial reporting, and strategic consulting to ensure regulatory adherence while optimizing financial performance. Clients receive proactive guidance on tax law changes and operational improvements.
Non-Profit Organizations
Specialized accounting services maintain non-profit status compliance through accurate reporting and tax documentation. We prepare federal/state information returns and conduct audits including Yellow Book and Single Audits to support organizational transparency and mission effectiveness.
Individuals, Trusts and Estates
Our personalized services cover tax preparation, estate planning, and investment advice for individuals. We focus on minimizing tax liabilities while ensuring compliance with federal and state regulations through customized financial strategies.
People
Douglas R. Leatham
CPA
Certified Public Accountant with 45 years of experience serving SouthCoast Massachusetts businesses, non-profits, and individuals. Specializes in tax compliance, auditing, and financial strategy with a focus on personalized client service.
Questions
What accounting services do you offer for businesses?
We provide tax planning, compliance, financial reporting, and business consulting services tailored to commercial enterprises of all sizes.
Do you specialize in non-profit accounting?
Yes, we handle tax documentation, financial reporting, and conduct audits including Yellow Book and Single Audits for non-profit organizations.
What personal financial services are available?
We offer tax preparation, estate planning, investment advice, and compliance services for individuals and family estates.
How long have you served the New Bedford area?
Our firm has provided accounting services to SouthCoast Massachusetts clients since 1980.
Can you help with tax law compliance?
We ensure clients maintain compliance with evolving federal and state tax regulations while implementing strategies to minimize tax liabilities.
