Empowering Financial Success
At David J. Prothero, CPA, P.C., we are a Newton, Massachusetts-based CPA firm dedicated to helping individuals and small businesses achieve their financial goals. With over 30 years of experience in tax consulting, investment consulting, and financial planning, we offer a comprehensive suite of services designed to help you navigate the complexities of personal and business finance.
Our Firm
Our team, led by President David J. Prothero, CPA, CFP, MBA, is composed of certified public accountants (CPAs), certified financial planners (CFPs), and masters of business administration (MBAs). With our expertise and professional network, we help our clients make informed decisions about their financial futures.
Our Services
We offer a range of services tailored to meet the unique needs of our clients. These services include:
- CPA Services: Income Tax Consulting and Preparation, Business Consulting, Capital Gains Analysis and Planning, Tax Planning Strategies to Reduce Taxes Before and After Year-End, and IRS and Massachusetts Department of Revenue Representation
- Investments and Insurance: We provide investment and insurance solutions for individuals and small businesses, helping you achieve your financial goals and protect your assets
- Financial Planning: We offer comprehensive financial planning services to help you plan for your financial future, including retirement planning, estate planning, and wealth transfer strategies
At David J. Prothero, CPA, P.C., we believe that a personalized approach is key to helping our clients achieve their financial goals. We take the time to understand our clients' unique financial situations and provide tailored solutions designed to meet their specific needs.
Our Approach
We are committed to providing high-quality service and expert advice to our clients. Our approach is centered around three core values:
- Excellence: We strive for excellence in all aspects of our work, providing our clients with the highest level of service and expertise
- Integrity: We maintain the highest levels of integrity in all our dealings, ensuring that our clients' trust and confidentiality are always respected
- Personalization: We take the time to understand each client's unique financial situation, providing tailored solutions designed to meet their specific needs
Our Location
Our office is located at 313 Washington Street, Suite 200, Newton, MA 02458. You can contact us by phone at (617) 871-6602 or by email at dprothero@financialguide.com.
Outstanding Service and Expertise
The reviewers praise the exceptional service and expertise of David J. Prothero and his team. They commend their ability to handle complex tax situations, provide personalized attention, and offer guidance on tax planning, estate, and retirement matters. The reviewers appreciate the team's transparency, efficiency, and attentiveness to their needs.
Complex Tax Situations Handled with Ease
Reviewers share their experiences with complex tax situations, including rental real estate transactions, gift tax issues, alimony, and stock options. They praise David and his team for their expertise in handling these situations and providing clear guidance.
Personalized Attention and Professionalism
Reviewers appreciate the personalized attention they received from David and his team. They comment on the team's professionalism, approachability, and willingness to explain complex tax concepts in a clear and concise manner.
Value for Money
Some reviewers acknowledge that the services may be more expensive than those of other firms, but they believe that the value received justifies the cost. They highlight the importance of finding a good CPA/PC and recognize that David's office provides exceptional service and expertise.
Only Meh
One reviewer, J. S., had a mixed experience. They found the service to be okay but felt overcharged and were dissatisfied with the way hours were calculated and billed.
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