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Old-school relationships.
Old-school relationships.
Modern tax & accounting.
Steady, year-round counsel for South Shore business owners and high-net-worth families. The kind of accountant who knows your numbers and answers the phone.
What we do
Four services, one relationship
Most clients start with clean books and grow into advisory work. We meet you wherever you are on that path.
Explore all services
01
Accounting & bookkeeping
QuickBooks setup, cleanup, and books you can trust month to month.
02
Tax preparation
Individuals, businesses, estates and trusts, planned year-round rather than rushed in April.
03
Analysis & budgeting
Forecasts and financial insight that turn numbers into decisions.
04
Outsourced CFO
Strategic tax and finance leadership without a full-time hire.
About
A trusted advisor who knows your numbers
Fifteen-plus years across public and private accounting, with deep roots in closely held businesses. You get a close personal relationship and progressive solutions, the best of both.
Read Matt’s full bio