Business Details
50+ Years
experience
Certified Public Accountants in Worcester, MA
Established in 1921, our firm has evolved from a local accounting practice into a full-service public accounting firm serving businesses, nonprofits, and individuals. We combine rigorous quality control with personalized attention, adhering to standards set by the American Institute of Certified Public Accountants. Our team approach leverages internal specialists and a global network through Abacus Worldwide to address domestic and international needs.We prioritize understanding client goals to deliver proactive financial advice, tax planning, and advisory services. With a legacy of ethical standards and technical expertise, we serve as trusted advisors, offering audit, tax, valuation, and technology solutions tailored to each client's unique circumstances.
Services
Financial Reporting
Tax Services
Bookkeeping
Technology Services
Internal Controls Evaluation
Valuation Services
Estate Planning
Litigation Support
Details
- Year established: 1921
Highlights and features
- We have over 100 years of experience serving businesses and individuals since 1921.
- Our team approach combines specialized expertise with global resources through Abacus Worldwide.
- We maintain rigorous quality control standards verified by AICPA compliance.
- Our professionals provide year-round tax planning to minimize liabilities.
- We offer personalized service with prompt responses to client inquiries.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Financial Reporting
We provide audit, review, and compilation services for financial statements, ensuring compliance with GAAP or OCBOA standards. Our tailored engagements offer varying levels of assurance to meet the needs of investors, lenders, and management. Through rigorous analysis and testing, we deliver confidence in financial reporting accuracy for informed decision-making.
Tax Services
Our comprehensive tax services include federal and state tax planning, return preparation, and controversy representation. We specialize in minimizing tax liabilities through strategic planning for business entities, individuals, and estates. Our expertise covers complex areas like cost segregation analysis and business entity selection to optimize after-tax cash flows.
Bookkeeping
We offer full-cycle bookkeeping solutions for small businesses, including ledger maintenance, bank reconciliations, and payroll processing. Our services ensure accurate financial records and regulatory compliance while providing cost-effective support for day-to-day accounting needs without requiring full-time staff.
Technology Services
Our technology services include software and hardware selection, implementation, and network security solutions. We develop data backup systems and disaster recovery plans while providing staff training to ensure efficient use of accounting technology and protection against cyber threats.
Internal Controls Evaluation
We assess and strengthen financial controls to reduce asset loss risks and improve operational efficiency. Our evaluations ensure accurate financial reporting through documented processes and testing, helping businesses maintain compliance and prevent fraud while enhancing overall governance structures.
People
Norman Bitsoli
President
CPA, MST, MBA with extensive leadership experience in public accounting, overseeing strategic direction and quality assurance for client engagements.
Michael J. Hayes
CPA
Experienced auditor and financial reporting specialist with deep expertise in compliance and regulatory standards for diverse business entities.
Wanda L. Cantlin
CPA, CFP
Certified financial planner focusing on estate planning and individual tax strategies, combining technical expertise with personalized client service.
David J. Mayotte
CPA/ABV, CVA, CFE, CFF
Forensic accounting specialist with credentials in business valuation, fraud examination, and financial forensics, providing expert analysis for litigation support.
Diane L. Leclair
CPA, MBA
Officer with dual expertise in accounting and business management, leading tax strategy development and client advisory services for corporate clients.
Questions
What accounting services do you offer for businesses?
We provide audit, review, and compilation services, along with internal controls evaluation and business valuation to meet corporate financial reporting needs.
How can you help with tax planning?
Our tax planning services include federal/state strategy, entity selection, cost segregation analysis, and year-round consultation to minimize tax liabilities.
Do you serve nonprofit organizations?
Yes, we offer specialized accounting and compliance services for not-for-profit organizations, including tax exemption guidance and financial reporting.
What technology solutions are available?
We assist with accounting software selection, hardware implementation, network security, and data backup systems tailored to business requirements.
How do you handle tax controversies?
Our experienced team represents clients in IRS and state tax disputes, offering negotiation support for audits, penalties, and collection issues.
What estate planning services do you provide?
We offer comprehensive estate planning, trust administration, and wealth transfer strategies to preserve assets for future generations.
