Business Details
31 Years
experience
Your Trusted Tax and Accounting Partner in Beverly, MA
Established in 1995, our firm provides comprehensive tax and accounting solutions tailored to small businesses, sole proprietors, and individuals. With over 25 years of experience as a Certified Public Accountant, I specialize in preparing all types of tax returns, including corporate, partnership, individual, and trust filings. My practice combines advanced technology with personalized service to deliver accurate, timely results. Prior to founding this firm, I served as tax manager at a regional accounting firm for a decade, gaining extensive expertise in complex tax matters. My educational background includes a Master of Business Administration from the University of Massachusetts at Amherst and a Bachelor of Science in Mathematics from the University of Massachusetts at Lowell.I maintain active Massachusetts CPA licensure since 1986, ensuring compliance with the highest professional standards. Our Beverly, Massachusetts office at Cummings Center serves local businesses and residents with dedicated support. We focus on simplifying tax compliance while maximizing client benefits through strategic financial guidance. Technology integration remains central to our operations, enabling efficient accounting system implementation and client training. While we currently cannot accept new clients during peak tax seasons, our commitment to quality service remains unwavering.
Services
Tax Preparation
Accounting Solutions
Small Business Services
Individual Tax Services
Accounting Systems
Details
- Year established: 1995
Highlights and features
- 25+ years of specialized tax accounting experience
- Expertise in corporate, partnership, and individual tax returns
- Technology-driven accounting system implementation and training
- Personalized service from seasoned Massachusetts CPA
- Master's degree in Business Administration with mathematical expertise
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
Comprehensive tax return preparation for corporations, partnerships, individuals, and trusts. Our service ensures compliance with federal and state regulations while optimizing deductions. Clients receive strategic guidance to minimize tax liabilities through proven methods.
Accounting Solutions
Customized accounting systems implementation and training for small businesses. We provide technology-driven solutions to streamline financial operations, including bookkeeping, payroll processing, and financial statement preparation tailored to business needs.
Small Business Services
Specialized support for small business tax and accounting requirements. Services include entity selection guidance, quarterly tax projections, and compliance assistance. We help entrepreneurs focus on growth while maintaining accurate financial records and regulatory compliance.
Individual Tax Services
Personalized income tax preparation for individuals with complex financial situations. Our expertise covers investment income, property transactions, and retirement planning considerations. We ensure accurate filing while identifying legitimate tax-saving opportunities for each client.
Accounting Systems
Computer accounting system installation and training tailored to business needs. We implement solutions that improve financial tracking and reporting capabilities, providing ongoing support to ensure clients maximize software functionality for their specific operations.
People
Rumery Cathy L CPA
Certified Public Accountant
CPA with 25+ years of experience serving small businesses and individuals. Master's in Business Administration from UMass Amherst and BS in Mathematics from UMass Lowell. Former tax manager at regional accounting firm.
Questions
What tax services do you specialize in?
We specialize in corporate, partnership, individual, and trust tax return preparation with expertise in complex financial situations and compliance requirements.
Do you work with small businesses?
Yes, we provide comprehensive accounting and tax solutions specifically tailored for small business owners and sole proprietors.
What accounting software do you support?
We implement and train clients on modern computer accounting systems customized to their specific business operations and requirements.
Are you currently accepting new clients?
We have limited capacity during peak tax seasons but welcome new clients outside of busy periods for ongoing accounting support.
