Business Details
Certified Public Accountants in Franklin, MA
At Auerr Zajac & Associates, we prioritize exceeding client expectations through customized service tailored to individual and corporate needs. Our firm's size allows for personalized attention, ensuring quality and thoroughness in all tax-related matters. With decades of combined experience, our certified public accountants specialize in comprehensive tax return preparation and strategic financial planning. We maintain rigorous professional standards by staying current with evolving tax laws and regulations. Our commitment to continuing education enhances our technical expertise and client service capabilities.We approach every engagement with professionalism, transparency, and a focus on minimizing tax liabilities. Our team's extensive experience spans individual tax matters, business accounting, and complex financial scenarios. We provide year-round support to help clients navigate tax obligations effectively. Our reputation for diligence and accuracy has been built through consistent delivery of reliable financial guidance. We value long-term client relationships founded on trust and demonstrated expertise.
Services
Tax Planning
Tax Preparation
Payroll Tax Services
QuickBooks Bookkeeping
Business Formation
FAFSA Tax Help
Mid-Year Check-Up
Meals Tax Preparation
Online Tax Filing
Tax Consultation
Highlights and features
- We offer over 40 years of combined tax preparation experience
- Our team includes certified CPAs with specialized expertise
- We provide personalized service tailored to client needs
- We maintain rigorous continuing education requirements
- We guarantee thorough and accurate tax return preparation
Services
Tax Preparation
Our certified public accountants provide comprehensive federal and state tax preparation services for individuals and businesses. We ensure accurate filings while maximizing deductions and credits. Our team stays current with changing tax codes to maintain compliance and optimize returns for clients across Franklin, MA and surrounding areas.
Tax Planning
We develop customized tax planning strategies to minimize liabilities throughout the year. Our services include estimated tax calculations and mid-year check-ups to keep clients on track. Our experienced professionals help individuals and businesses make informed financial decisions that align with their long-term goals.
Payroll Tax Services
We handle complete payroll tax preparation and filing for businesses of all sizes. Our services ensure compliance with federal and state payroll tax requirements while maintaining accurate records. We provide timely submissions and documentation to prevent penalties and maintain proper tax status for our business clients.
QuickBooks Bookkeeping
Our QuickBooks specialists offer bookkeeping and training services to maintain accurate financial records. We help businesses implement effective accounting systems and provide ongoing support. Our team ensures proper categorization of transactions and generates financial reports to support informed business decisions.
Business Formation
We guide entrepreneurs through business formation processes including entity selection and registration. Our services cover tax implications of different business structures and required filings. We provide ongoing support for new businesses to establish proper accounting systems and maintain compliance with state and federal regulations.
People
Allen A. Auerr, Jr.
CPA, MBA
Over 40 years of experience in individual and corporate tax services. Specializes in complex tax situations and business financial planning. Provides expert guidance to clients in Franklin, MA and surrounding areas.
Kevin A. Auerr
CPA
20+ years of experience in tax preparation and financial consulting. Focuses on personalized client solutions and accurate tax filings. Assists both individuals and businesses with their accounting needs in the Metro Boston area.
Leslie Scherer
CPA
25+ years of experience in corporate and individual tax services. Provides comprehensive financial guidance and tax planning strategies. Works closely with clients to ensure compliance while optimizing tax benefits.
Susan Reavy
CPA, MPA
10+ years of experience in tax and accounting services. Specializes in business tax compliance and financial reporting. Offers personalized support to help clients navigate complex tax requirements effectively.
Gordon McClay
EA, ATP
50+ years of experience in individual tax preparation. Expert in resolving complex tax issues and providing strategic guidance. Assists clients with tax compliance and optimization strategies in Franklin, MA.
Questions
What accounting services do you offer for businesses?
We provide tax preparation, payroll processing, QuickBooks bookkeeping, business formation, and financial planning services tailored to meet specific business needs.
Do you handle both individual and corporate tax filings?
Yes, we specialize in both individual and corporate tax preparation, including federal and state income taxes, estimated taxes, and specialized tax forms.
How can I submit documents for tax preparation?
Clients can use our secure ShareSafe portal for file sharing, email documents, or deliver physical copies to our Franklin, MA office location.
Are you available for tax questions throughout the year?
Our professionals provide year-round support to help clients understand tax obligations and implement effective financial strategies.
What makes your firm different from online tax services?
We offer personalized service from certified CPAs who understand your specific situation, providing customized solutions rather than generic templates.
Do you offer business accounting software training?
Yes, we provide QuickBooks training and support to help businesses maintain accurate financial records and optimize their accounting processes.
