Business Details
48 Years
experience
Trusted Certified Public Accountant Services in Venice, FL
We have dedicated ourselves to delivering high-quality personalized accounting services to business and individual clients. With over 47 years of experience in private practice, our expertise spans individual taxation, small business consulting, and complex financial planning. As a licensed Certified Public Accountant in Massachusetts, I graduated with distinction from Babson College in 1975 and built a career focused on client-centric solutions. My practice has evolved from corporate controller roles to specialized tax and financial advisory services for high-net-worth individuals and businesses.We prioritize continuing education, maintaining 80 hours of professional development every two years to stay current with tax legislation. Our commitment to personalized service ensures direct involvement in every client's financial needs, from tax preparation to IRS representation. We value long-term client relationships, many dating back to the 1970s, and emphasize transparency, expertise, and reliability in all financial matters. Our relocation to Venice, Florida in 2022 reflects our adaptability while maintaining the same standards of excellence established in 1978.
Services
Individual Tax Preparation
Business Tax Services
Payroll Processing
Financial Planning
IRS Representation
Estate Planning
Details
- Year established: 1978
Highlights and features
- We offer 47 years of specialized tax and accounting experience.
- Our practice maintains 80 hours of continuing education biennially.
- We provide direct CPA involvement in all client engagements.
- Our expertise includes complex tax issues for self-employed individuals.
- We combine corporate experience with personalized service delivery.
Associations and certifications
- Certified Public Accountant (Massachusetts)
- American Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants
Services
Individual Tax Preparation
Comprehensive preparation of individual income tax returns with personalized review. We conduct detailed client interviews, analyze tax questionnaires, and ensure compliance with federal and state regulations. Our process includes strategic tax planning to optimize refunds and minimize liabilities while maintaining strict adherence to evolving tax codes.
IRS Representation
Professional representation during IRS audits and collection proceedings. We handle document preparation, communication with tax authorities, and negotiation of payment plans. Our services include audit response preparation and resolution of tax debt issues through installment agreements or offers in compromise.
Financial Planning
Personalized financial planning covering retirement strategies, estate planning, and investment optimization. We analyze clients' financial situations to create tailored plans addressing long-term goals, tax-efficient savings vehicles, and asset protection strategies for individuals and small business owners.
People
M Khederian Russell CPA
Certified Public Accountant
Licensed CPA in Massachusetts with 47 years of experience. Graduated with distinction from Babson College in 1975. Specializes in individual taxation and complex financial planning for high-net-worth clients.
Jill Khederian
Administrative Support
Manages office operations and client communications. Recognized multiple times in Readers Choice awards. Coordinates tax appointment scheduling and client information management for efficient service delivery.
Questions
What accounting services do you specialize in?
We specialize in individual and business tax preparation, IRS audit representation, financial planning, and payroll services for self-employed professionals and high-net-worth individuals.
How long have you been in practice?
Our practice was established in 1978, with over 47 years of continuous service in accounting and tax advisory fields.
Do you handle complex tax situations?
Yes, we specialize in complex tax issues for self-employed individuals and high-net-worth clients with multi-faceted financial portfolios.
Are you available for remote consultations?
We offer teleconference and video conference appointments for client convenience during tax season and ongoing consultations.
What continuing education requirements do you meet?
We complete 80 hours of continuing professional education every two years to maintain Massachusetts CPA licensure and stay current with tax law changes.
