Ojerholm Associates

Who We Are

At Houssan & Ojerholm, PC, we are committed to providing exceptional accounting, consulting, and tax services to individuals and businesses in the Worcester and surrounding areas. Our team of experienced professionals has national and local accounting firm experience, ensuring that our clients receive the highest level of expertise and attention to detail. Our firm is founded on the principle of providing personalized service, tailored to meet the unique needs of each client.

Financial Reporting

Our team of experts provides timely and quality audit, review, and compilation financial reporting services. With regional and national firm experience, we have passed all our AICPA Peer Reviews. Our financial reporting services ensure that our clients' financial statements are accurate, reliable, and comply with federal and state regulations.

Tax Planning and Preparation

Our tax consulting and preparation services are designed to ensure maximum tax efficiency and compliance with federal and state regulations. Our team of experts provides personalized tax planning and preparation services, taking into account each client's unique financial situation and goals.

Consulting

Our consulting services are designed to help businesses and individuals make informed decisions about their financial futures. Our team of experts provides consulting services for business transactions and individual wealth and estate planning. We take the time to understand each client's unique needs and goals, providing tailored solutions to help achieve financial success.

Legal

Our litigation support services provide expert witness testimony in state and federal court. Our experienced team has extensive litigation support experience, including US Federal Court expert witness testimony. We understand the importance of accurate and reliable financial information in legal proceedings.

Investment Advisory Services

Through our affiliation with Integrated Financial Partners, we offer investment advisory services to help individuals and businesses achieve their financial goals. Our team of experts provides personalized investment guidance, taking into account each client's unique financial situation and goals.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and expertise to our clients. Our team includes:

• David Ojerholm, CPA - Co-founder and partner of H&O, with national and local accounting firm experience.
• Michael Houssan, CPA - Co-founder and partner of H&O, with extensive financial statement audit expertise and litigation support experience.
• Amy Daniels, CPA, MBA - Experienced accountant with expertise in financial reporting and audit services.
• Michael Houssan, CPA - Co-founder and partner of H&O, with extensive financial statement audit expertise and litigation support experience.
• George Isaac, CPA - Experienced accountant with expertise in financial reporting and audit services.
• Fay Kelley - Experienced accountant with expertise in financial reporting and audit services.
• Mike Coonan - Experienced accountant with expertise in financial reporting and audit services.
• Rita McDermott - Experienced accountant with expertise in financial reporting and audit services.
• David Mandara, MBA - Experienced accountant with expertise in financial reporting and audit services.