Business Details
10 Years
experience
Your Trusted Partner for Tax & Accounting Solutions
Founded in 2016, Rakatansky, CPA is an experienced accounting firm built on over two decades of industry expertise. Our practice was established to offer clients a unique blend of technical proficiency and personalized financial guidance. As a CPA-owned firm, we prioritize proactive tax planning and year-round financial strategy development tailored to each client's specific needs. Our team's extensive background spans diverse industries including real estate, healthcare, and non-profit sectors, enabling us to deliver customized solutions that address complex financial challenges.Through our commitment to professional excellence and client-centered service, we have developed a reputation for transforming intricate tax matters into manageable strategies that support long-term financial success.
Services
Tax Preparation
Tax Planning
Business Accounting
IRS Audit Representation
Financial Planning
Bookkeeping Services
Business Formation
Estate Tax Preparation
Real Estate Tax Services
Consulting
Details
- Year established: 2016
Highlights and features
- We have over 20 years of CPA experience in tax planning
- Our team delivers personalized financial strategies for clients
- All tax returns prepared by licensed CPA professionals
- Proactive year-round tax planning approach implemented
- Experience across 7+ industry verticals including real estate and healthcare
What people say
Fantastic to work with
Knowledgeable and communicative
True partner - patient and thorough
Excellent guidance
Highly recommend
Services
Tax Preparation
Our CPA-led tax preparation ensures accurate federal and state filings for individuals and businesses. We handle complex returns including trusts, partnerships, and corporations while maintaining compliance with current tax codes. Our process includes comprehensive review and strategic timing of deductions to maximize refunds.
Tax Planning
We develop year-round tax planning strategies to minimize liabilities and optimize financial opportunities. Our proactive approach addresses business transactions, investment decisions, and life events to create tax-efficient solutions aligned with clients' financial goals.
Business Accounting
Comprehensive accounting solutions cover bookkeeping, financial statements, and internal controls for businesses. We provide cash flow projections and QuickBooks support to help business owners maintain organized financial operations and make informed decisions.
IRS Audit Representation
Professional representation for clients facing tax authority examinations. We coordinate all communication, prepare required documentation, and advocate on clients' behalf to resolve audit issues while maintaining compliance with tax regulations.
Financial Planning
Integrated financial planning services connect tax strategy with long-term wealth management. We help clients navigate retirement planning, real estate transactions, and business succession to build sustainable financial security across life stages.
People
Alex Rakatansky
CPA, MSA
Alex Rakatansky is a licensed CPA with 20+ years of experience in tax and accounting services. He founded Rakatansky, CPA in 2016 after working with RSM US and BDO USA. He holds a Master of Science in Accountancy and specializes in serving diverse industries while maintaining personalized client relationships.
Questions
What professional services do you offer?
We provide tax preparation, planning, accounting services, and financial consulting for individuals and businesses.
How can I start working with your firm?
Contact us through our Sudbury office to schedule an initial consultation with our CPA team.
Do you serve business clients?
Yes, we work with businesses across multiple industries including real estate, healthcare, and professional services.
What geographic areas do you serve?
While based in Sudbury, MA, we serve clients throughout New England including Winchester and surrounding communities.
What does your tax preparation process include?
We provide CPA-prepared tax returns with review sessions to explain filings and optimize future planning opportunities.
What accounting credentials do you hold?
Our founder is a licensed CPA with a Master of Science in Accountancy from Binghamton University.
