Business Details
42 Years
experience
Your Trusted Partner for Accounting Solutions
Founded in 1984, Newburg CPA has established itself as a trusted accounting and advisory firm serving entrepreneurs, small to mid-sized businesses, and fast-growing startups across industries. Our team of certified professionals delivers tailored tax planning, audit, financial reporting, and strategic advisory services, combining boutique-level attention with the resources of a national network through our BDO Alliance USA membership. With decades of collective experience, we specialize in proactive tax compliance, business valuation, estate planning, and outsourced accounting solutions, prioritizing long-term client partnerships and industry-specific expertise. Our commitment to innovation is reflected in our adoption of advanced technologies and streamlined processes, including cloud-based accounting systems and user-friendly reporting tools. Recognized for excellence in client service, we maintain a collaborative approach that emphasizes responsiveness, transparency, and strategic foresight.Our team's deep understanding of regulatory changes and tax codes ensures clients receive forward-thinking guidance that minimizes liabilities while maximizing growth opportunities. Active in community initiatives like Cradles to Crayons and the Small Business Strong program, we extend our professional values to local outreach efforts. With a track record of supporting business transitions, mergers, and acquisitions, we provide continuity through all stages of the business lifecycle. Our dedication to quality is evidenced by our consistent delivery of high-standard financial statements and audit services, including specialized 401(k) audits. By maintaining a balance between local firm personalization and national resource accessibility, we ensure clients receive both personalized attention and comprehensive support tailored to their evolving needs.
Services
Tax Planning & Compliance
Audits and Financial Reporting
Estate Planning
Business Valuation
Accounting Services
Transaction Advisory
Due Diligence
401K Audit Services
Management Advisory
Foreign Tax Compliance
Details
- Year established: 1984
Highlights and features
- We offer over 40 years of experience in accounting and tax advisory services.
- Our team provides personalized, industry-specific solutions tailored to your unique needs.
- We maintain a proactive approach to minimize tax liabilities and ensure compliance.
- As part of the BDO Alliance USA, we combine local expertise with national resources.
- Our commitment to community and client-centric service ensures long-term partnerships.
Associations and certifications
- BDO Alliance USA
What people say
Top-notch accountants
High integrity
Pro-active business tax planning
Integral advisors
Tremendous support
Services
Tax Planning & Compliance
Our tax experts simplify complex regulations for businesses and individuals, offering year-round planning to minimize liabilities while ensuring compliance. We provide entity selection guidance, R&D credit analysis, and international tax strategies tailored to your operational structure. With proactive quarterly reviews and formal year-end projections, we help clients optimize cash flow while maintaining adherence to evolving federal and state requirements.
Audits and Financial Reporting
We deliver high-quality financial statement audits and attestation services for venture capital funds, nonprofits, and employee benefit plans. Our process includes internal control assessments, inventory observations, and compliance reviews that enhance reporting accuracy. By maintaining GAAP and GAAS standards, we provide actionable insights through compiled financial statements and special reporting engagements that support informed business decisions.
Estate Planning
Our estate planning specialists develop strategies to protect assets and facilitate smooth wealth transitions. Services include trust analysis, gift tax planning, and business succession frameworks that minimize estate taxes. We coordinate with legal counsel to create adaptable plans addressing retirement needs, charitable giving, and intergenerational wealth transfer while maintaining compliance with current tax regulations.
Accounting Services
We offer outsourced accounting solutions with QuickBooks expertise, handling month-end closings, reconciliations, and financial reporting. Our team implements automation tools for cash flow management and integrates third-party applications to streamline processes. From initial system setup to ongoing controller oversight, we provide scalable support for startups through multinational corporations needing consolidated financial statements.
Business Valuation
Certified Valuation Analysts provide NACVA-compliant business valuations for mergers, acquisitions, and succession planning. We deliver calculation reports and conclusion reports with practical analysis supporting buy/sell agreements, divorce settlements, and ESOP implementations. Our approach combines industry benchmarking with customized reporting to clarify valuation drivers for strategic decision-making.
People
David Natan
Tax and Business Partner
Specializing in tax strategy and business advisory, David Natan leverages extensive experience to deliver customized solutions for business owners and entrepreneurs seeking strategic financial guidance.
Howard M. Newburg
Partner
As a founding partner, Howard Newburg CPA provides strategic leadership in accounting and tax advisory services, maintaining client relationships built on trust and personalized financial expertise.
Michael Vasil
Co-Managing Partner
Michael Vasil oversees firm operations and client service delivery, combining technical accounting expertise with management leadership to ensure high-quality service standards across engagements.
Sarah Irons
Co-Managing Partner
Sarah Irons focuses on strategic growth initiatives and client relationship management, bringing extensive experience in accounting services and business advisory to her leadership role.
Nathaniel Newburg
Partner
Nathaniel Newburg CPA specializes in audit and financial reporting services, providing assurance expertise to clients across various industries while maintaining compliance with regulatory standards.
Questions
What types of clients does Newburg CPA CPA work with?
We serve entrepreneurs, small to mid-sized businesses, and fast-growing startups requiring tailored accounting, tax, and strategic advisory services.
What services do you offer?
Our comprehensive services include tax planning, audit, financial reporting, outsourced accounting, business valuation, estate planning, and 401(k) audit services.
How do I become a client?
After an initial consultation, we assign a dedicated engagement team and onboard you through our secure systems for personalized service.
How do I securely share documents with your team?
We use Sharefile, a secure online portal accessible via our website's Client Login for safe document exchange.
Do you work with clients outside of Massachusetts?
We support clients nationwide and internationally through virtual collaboration or in-person meetings as preferred.
