Business Details
Expert Accounting & Tax Services in Worcester, MA
Houssan & Ojerholm PC provides a comprehensive range of accounting, reporting, tax, and consulting services tailored to commercial and individual clients. Our team of professionals combines national and local accounting firm experience to address complex business challenges and individual wealth management needs. We prioritize delivering precise financial solutions while maintaining rigorous compliance with federal and state regulations. Our expertise extends to litigation support, including expert witness testimony in federal courts, and we have successfully navigated AICPA Peer Reviews to ensure service quality.With deep roots in the Worcester community, our partners actively contribute to local organizations, reflecting our commitment to both professional excellence and civic responsibility. We specialize in financial reporting, tax planning, business transaction consulting, and investment advisory services through strategic affiliations, ensuring clients receive multidimensional support for their financial goals.
Services
Financial Reporting
Tax Planning
Business Consulting
Litigation Support
Investment Advisory
Audit Services
Estate Planning
Nonprofit Audits
Expert Witness
Wealth Management
Highlights and features
- We offer CPA expertise from former national firm professionals.
- Our team provides federal court-qualified litigation support services.
- We maintain 100% compliance with AICPA Peer Review standards.
- We combine business transaction expertise with estate planning specialization.
- Our partners hold leadership roles in Worcester's financial community.
Associations and certifications
- AICPA
Services
Financial Reporting
Our financial reporting services ensure accurate, compliant documentation for businesses of all sizes. With AICPA Peer Review-certified processes, we deliver audits, reviews, and compilations that meet regulatory standards. Clients benefit from timely reporting and strategic insights to support informed decision-making.
Tax Planning
We optimize tax strategies for individuals and businesses through comprehensive planning and compliance services. Our CPAs identify deductions, credits, and structuring opportunities to minimize liabilities while ensuring adherence to evolving tax codes at federal and state levels.
Litigation Support
Our litigation support includes expert witness testimony and financial analysis for legal proceedings. With federal court experience, we provide precise damage calculations, fraud investigations, and documentation to support legal teams in complex disputes.
Investment Advisory
Through our affiliation with The Ameriflex Group, we offer personalized investment strategies aligned with client goals. Services include portfolio management, risk assessment, and long-term financial planning tailored to individual and business needs.
Estate Planning
We design comprehensive estate plans to protect assets and facilitate smooth wealth transfer. Our strategies incorporate trusts, wills, and tax-efficient solutions, ensuring clients' financial legacies align with their personal and business objectives.
People
David Ojerholm
Co-founder and Partner
David Ojerholm, co-founder and partner, brings expertise from Arthur Andersen and serves on multiple community boards. A CPA and AICPA member, he specializes in litigation support and estate planning while maintaining active roles in Worcester's financial institutions.
Michael Houssan
Co-founder and Partner
Michael Houssan, co-founder and partner, offers audit expertise for nonprofits and businesses. Recognized as Worcester Business Journal's Top 40 Under 40, he contributes to community organizations and provides litigation support as a fluent Arabic speaker.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, and tax compliance services tailored to businesses and individuals.
Do you handle complex financial litigation cases?
Yes, our team offers expert witness testimony and financial analysis for state and federal litigation matters.
Are your services limited to Worcester businesses?
While based in Worcester, we serve clients across Massachusetts with specialized accounting and advisory solutions.
How do you ensure audit quality?
We maintain AICPA Peer Review certification and follow rigorous standards for all financial reporting engagements.
Can you assist with personal wealth management?
Yes, through our Ameriflex Group affiliation, we offer investment advisory and estate planning services.
