Business Details
22 Years
experience
Expert Accounting & Tax Services in Brookline, MA
Established in 2004, our firm provides comprehensive accounting and tax services tailored to individual and business needs. With over 28 years of professional experience, we prioritize accuracy, personalized service, and long-term client relationships. Our team of certified professionals delivers meticulous tax preparation, strategic consulting, and bookkeeping solutions, ensuring compliance and financial clarity. We specialize in serving individuals, LLCs, S Corps, trusts, and small businesses, combining deep expertise with a commitment to exceeding client expectations.Our process includes multi-level review, proactive tax planning, and seamless digital document management through SmartVault. Headquartered in Brookline, MA, we serve clients across 25 states, maintaining affiliations with leading professional organizations to uphold the highest standards of service.
Services
Tax Preparation
Bookkeeping
Small Business Consulting
Financial Statements
Entity Selection
Payroll Services
Tax Planning
QuickBooks Support
Trust Tax Returns
IRS Representation
Details
- Year established: 2004
Highlights and features
- We offer 28+ years of specialized accounting expertise.
- Our team provides personalized service with multi-level return reviews.
- We serve clients across 25 states with digital document management.
- Our professionals hold CPA certifications and industry affiliations.
- We combine strategic tax planning with hands-on small business consulting.
Associations and certifications
- American Institute of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants
Services
Tax Preparation
We prepare accurate tax returns for individuals, LLCs, S Corps, partnerships, and trusts. Our process includes multi-level reviews, compliance checks, and strategic tax planning to minimize liabilities. Clients receive secure digital delivery through SmartVault with personalized guidance available throughout the process.
Small Business Consulting
Our consulting services help businesses with entity selection, payroll implementation, QuickBooks setup, and financial strategy. We provide tailored guidance on record keeping, tax implications, and operational efficiency to support long-term growth and compliance for small businesses.
Bookkeeping
We offer comprehensive bookkeeping solutions including monthly reconciliations, 1099/W-2 preparation, and financial statement creation. Our services ensure accurate financial tracking and reporting, supporting informed business decisions while maintaining compliance with tax regulations.
Entity Selection
We advise on optimal business structures considering tax implications, liability protection, and operational needs. Our guidance covers LLCs, S Corps, partnerships, and C Corps, helping clients make informed decisions aligned with their financial goals and regulatory requirements.
IRS Representation
We assist clients with IRS notices, audits, and tax disputes. Our services include document review, response preparation, and direct communication with tax authorities to resolve issues efficiently while protecting clients' interests and ensuring compliance.
People
Doug J. Murstein, CPA
CPA & Founder
With 28+ years of experience, Doug founded the firm in 2004 after working at major CPA firms. He oversees all tax returns, specializing in individual and business taxation, financial audits, and strategic consulting.
Eric
Tax Manager
Eric has 17+ years of tax experience, holding an MBA in Taxation. He manages tax preparation for businesses and individuals, ensures compliance, and provides QuickBooks expertise while serving as a licensed notary and real estate agent.
Questions
What accounting services do you offer?
We provide tax preparation for individuals and businesses, bookkeeping, financial consulting, entity selection, payroll services, and IRS representation.
Do you serve clients outside Massachusetts?
Yes, we serve clients in 25+ U.S. states through secure digital document management systems.
How do you handle tax return preparation?
We use a multi-level review process: initial preparation by accountants, followed by final review by Doug J. Murstein before client delivery.
What payment methods do you accept?
We accept credit card payments, checks, and phone payments for our accounting services.
Can you assist with small business consulting?
Yes, we offer entity selection guidance, QuickBooks implementation, payroll setup, and strategic financial planning for small businesses.
How are fees determined for tax services?
Fees are based on time required for preparation, complexity of returns, and out-of-pocket expenses incurred.
