Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Waltham, MA
O'brien Fitzgerald Taylor & Keaveney Pc has been delivering personalized financial guidance to individuals, businesses, and nonprofit organizations since 1919. Our expertise spans tax management, accounting services, audits, financial planning, and specialized advisory solutions tailored to diverse industries. We prioritize open communication to understand client needs, combining research and analysis to ensure informed decision-making. Our team of seasoned professionals, including CPAs and tax specialists, brings decades of experience in sectors like construction, real estate, manufacturing, and high-tech. We maintain long-standing client relationships by upholding high standards, retaining experienced staff, and fostering a collaborative team mentality.Our mission focuses on maintaining clients' financial viability today while proactively addressing future goals through strategic planning. This commitment to excellence has earned us respect within the financial community across the greater Boston area. We ensure every client receives dedicated attention, whether managing day-to-day accounting or navigating complex tax regulations. Our practice integrates technical proficiency with personalized service, adapting to evolving financial landscapes and regulatory changes. This approach solidifies our reputation as a trusted partner for comprehensive financial solutions.
Services
Tax Management
Accounting Services
Estate Planning
Audits
Financial Projections
IRS Representation
Payroll Services
Debt Advising
Bookkeeping
Entity Restructuring
Details
- Year established: 1919
Highlights and features
- We offer over a century of continuous accounting expertise since 1919.
- Our team includes CPAs with specialized experience in construction, real estate, and manufacturing industries.
- We provide comprehensive services from tax planning to forensic accounting under one roof.
- Our professionals maintain active memberships in major accounting societies for ongoing development.
- We combine technical excellence with personalized attention through dedicated client relationships.
Services
Tax Management
Our Tax Management services provide comprehensive strategies for minimizing liabilities while ensuring compliance with evolving regulations. We assist individuals and businesses with preparation, planning, and advisory services tailored to specific industry needs. With expertise in corporate, partnership, and estate taxation, we help clients optimize financial opportunities through personalized tax solutions.
Audits
We offer three assurance levels for financial statements: full audits, reviews, and compilations. Our audit services include in-depth examination of account balances and transactions to ensure accuracy for third-party stakeholders. Reviews provide limited assurance through analytical procedures, while compilations focus on internal reporting without assurance requirements.
Estate Planning
Our Estate Planning services help clients navigate complex tax laws for asset transfer. We develop strategies to minimize tax liabilities while ensuring smooth business succession and personal wealth distribution. Services include trust creation, will preparation, and tax-efficient transfer mechanisms for high-net-worth individuals and business owners.
IRS Representation
We provide professional representation during IRS audits and tax authority interactions. Our team assists with resolving tax controversies, responding to agency inquiries, and negotiating settlements. This service ensures clients receive expert guidance throughout the audit process while maintaining compliance with tax regulations.
Financial Projections
We create detailed financial projections to support business planning and decision-making. Our forecasting services analyze market trends and internal data to develop strategic growth plans. These projections help businesses prepare for future challenges and opportunities through data-driven financial modeling.
People
Kevin B. Taylor
Managing Partner
Managing Partner since 1973 with expertise in tax and auditing across multiple industries. Specializes in compliance and consulting for corporations, partnerships, and individuals. Active member of major accounting societies.
Jane B. Pioli
Tax Partner
Tax partner with 35+ years of experience handling corporate, trust, and individual tax matters. Specializes in high-net-worth estate planning and serves manufacturing, real estate, and technology sectors.
Glenn A. Galasso
Audit Manager
Audit manager with 30+ years of experience in accounting and auditing. Holds Masters in Taxation from Bentley University. Serves construction, manufacturing, and nonprofit organizations with financial reporting needs.
Peter M. Keaveney
Senior Accountant
Senior accountant with 40+ years of experience preparing tax returns and financial statements. Specializes in construction companies and real estate entities while maintaining Massachusetts Society of CPAs membership.
Jean Keaveney Tierney
Attorney at Law
Legal counsel with 40+ years of firm experience. Focuses on estate planning, business incorporation, and probate law while maintaining Massachusetts Bar Association membership.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax planning services tailored to small business needs.
How can you help with estate tax planning?
Our estate planning specialists develop strategies to minimize tax liabilities and ensure smooth asset transfer through trusts and wills.
Do you handle IRS audit representation?
Yes, we provide professional representation during IRS audits and help resolve tax controversies for individuals and businesses.
What industries do your accountants specialize in?
Our team specializes in construction, real estate, manufacturing, high-tech, and nonprofit sectors with decades of industry experience.
How do you assist with business financial forecasting?
We create customized financial projections using market analysis and business data to support strategic decision-making.
