Business Details
32 Years
experience
Your Trusted Accounting Partner in Braintree, MA
Since 1994, Sullivan & Folan has provided personalized financial guidance to individuals and businesses in Braintree, MA, and surrounding areas. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. We combine seasoned professionals with a team-oriented approach to ensure every client receives tailored analysis and attention. Our commitment to high standards, experienced tax professionals, and ethical work ethic has earned us a loyal client base and respect within the financial community. We prioritize open communication to understand client needs through research and sound analysis, maintaining financial viability in the present while proactively addressing future goals. Services
Personal Financial Planning
Tax Preparation
Small Business Accounting
Estate Planning
QuickBooks Services
Details
- Year established: 1994
Highlights and features
- We offer over 30 years of combined experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to individual client needs.
- We deliver comprehensive services including audits, financial planning, and business advisory.
- Our CPA-certified professionals maintain the highest standards of ethical practice.
- We guarantee a free initial consultation to assess your financial needs.
Services
Personal Financial Planning
Our personal financial planning service develops customized strategies to achieve long-term financial goals. We analyze assets, liabilities, and investment portfolios to create actionable plans for retirement, education savings, and wealth preservation. Clients benefit from tax-efficient strategies and regular plan reviews to adapt to life changes.
Tax Preparation
We handle individual and business tax preparation with meticulous attention to compliance and deductions. Our team stays current with evolving tax laws to ensure accurate filings while maximizing refunds and minimizing liabilities. Services include IRS audit representation and resolution of back tax issues.
Small Business Accounting
This service provides comprehensive accounting solutions for small businesses, including bookkeeping, cash flow management, and financial reporting. We help establish internal controls, prepare budgets, and offer strategic tax planning to improve profitability and financial clarity for growing enterprises.
Estate Planning
Our estate planning service ensures clients' assets are distributed according to their wishes while minimizing tax implications. We coordinate with legal professionals to create wills, trusts, and gift tax strategies that protect family wealth and address business succession requirements.
QuickBooks Services
We offer QuickBooks setup, training, and optimization services for small to mid-sized businesses. Our experts configure accounting systems, provide staff training, and perform software tune-ups to ensure accurate financial tracking and reporting tailored to specific business needs.
People
David P. Sullivan
Partner
Co-founder with 30+ years of experience in accounting and tax planning. Specializes in client-focused financial strategies and business advisory services for diverse industries.
Jeffrey F. Folan
Partner
Co-founder offering expertise in construction, real estate, and manufacturing sectors. Focuses on tax compliance, strategic planning, and financial goal development for business clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, cash flow management, financial reporting, internal controls, and strategic tax planning tailored to small businesses.
Do you offer free initial consultations?
Yes, we provide free initial consultations to assess your financial needs and determine how we can best serve you.
What tax services are available for individuals?
We offer tax preparation, audit representation, back tax resolution, and strategic tax planning to minimize liabilities for individuals.
How can QuickBooks services benefit my business?
Our QuickBooks experts help set up accounting systems, train staff, and optimize software functionality for accurate financial management.
What areas do you serve?
We primarily serve Braintree, MA and surrounding communities for both individual and business accounting needs.
