David J. Prothero, CPA, P.C.

Cambridge, United States

5

Closed now

5 reviews

Contacts

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Telephone:
+1 617-871-6602
Website:
www.cpadp.com
Address:
859 Massachusetts Ave Ste R, Cambridge, MA, 02139
Central Square
Nearby public transportation stops & stations:
400 ftMassachusetts Ave @ Bigelow St
420 ftMassachusetts Ave @ Pleasant St
600 ftMassachusetts Ave @ Hancock St
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Today

Today 9:00 am – 5:00 pm
Closed now
Local time (Cambridge) 07:01 Friday, 29 November 2024

Business hours

Monday 9:00 am – 5:00 pm
Tuesday 9:00 am – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 5:00 pm
Friday 9:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

We provide personalized, professional financial advice for tax reduction strategies, investments and insurance for individuals and small businesses.

Services Include:

Tax preparation for individuals, sole proprietors, corporations, trusts, estates, and gifts including e-​filing tax returns to the IRS & all 50 states.

Small business tax consulting

IRS and the Massachusetts Dept. of Revenue Notice/​Audit Resolution

Tax planning strategies to reduce taxes before and after year-​end

Multi-​state tax planning

Setting up appropriate retirement vehicles for individuals, self-​employed, and small businesses

Investment Products & Services

Asset allocation based on your needs, goals, risk tolerance, and time horizon

Separate account manager portfolios

IRAs — Traditional, ROTH, SIMPLE & SEP (self-​employed)

College Savings Plans — 529 Plans

Insurance Products & Services

Disability income insurance

Life insurance

Long-​term care insurance

History

Established in 2003.

David Prothero has over a decade of experience in tax consulting, investment consulting, and financial planning and founded the firm in 2003

Meet the Business Owner

David P.

Business Owner

David Prothero has over a decade of experience in tax consulting, investment consulting, and financial planning and founded the firm in 2003.

David received his CPA license in 1997 while working for Coopers & Lybrand, LLP (now PriceWaterhouseCoopers LLP) in the audit and tax departments.

David is a CPA, a CFP®(Certified Financial Planner™) professional, and holds his FINRA Series 7 (General Securities Representative) & 63 (State Securities Law) registrations. He is licensed to sell securities in Massachusetts and Florida. David is licensed to sell insurance in Massachusetts. He received his MBA and Masters of Science in Accounting from Northeastern University, and graduated from the University of Vermont with honors in Economics. David is a member of the Phi Beta Kappa honor society. David cannot communicate with, nor responds to requests from users who reside in jurisdictions where he is not licensed to conduct insurance and/​or securities business.

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5 reviews of David J. Prothero, CPA, P.C.

No registration required
Place rating: 5
Somerville, MA
David helped me file my taxes for 2014. He’s thoughtful, thorough and personable. I felt very confident in his work. After sitting down with him, it became obvious how much he knows about taxes and how good he is at coming up with strategies for his clients. I learned a lot too! He gave me guidance about the upcoming tax year and how to set myself up in the best position possible.
It was a pleasant experience all around, from his wonderful assistant Karen to David’s prompt reply to any questions I had.
Place rating: 5
San Francisco, CA
David is professional and friendly. He is also very knowledgeable. I had very specific questions and circumstances that complicated my tax return and he was able to advise me on all of it.
This is in stark contrast to the person I went to last year who, though cheap, didn’t know anything except how to use TurboTax.
David is not cheap, but he is also not over priced. You get what you pay for and David provides real value to someone who recognizes that their own time is valuable and that good financial advice can save you way more than what you pay for that advice.
I am glad that I have found such a trusted financial adviser who i can turn to not only for my yearly taxes, but any other financial planning questions and services I may need.
Tip for finding his office: David is located in the Cambridge Chamber of Commerce building, but the door to his suite is around back. Turn up Clinton Street from Mass Ave and on your left you’ll see a sign on the back of the building for David Prothero. Go in the door and right up the steps.
Place rating: 5
Dedham, MA
David is bright, works hard, honest and does an exceptional job on a variety of tax work for his clients. We have been a client for over five years and recommend him without hesitation. His fees are reasonable.
He is EXCELLENT!
Place rating: 5
Brookline, MA
David Prothero and his staff have worked with me over the last year. I was able to save money on my taxes due to his great attention to detail and expertise in the field. David was very responsive and detail oriented. David has given me great financial advice over the past year. I have been very pleased to work with David Prothero and plan on sticking with David in the future. I look forward to our next meeting so that he and his staff can advise me to make good financial decisions for the future. David and his staff are honest, intelligent, and get the job done right! I would highly recommend David Prothero to handle income taxes and finances for anyone.
Place rating: 5
Somerville, MA
I hired David to do a review of my budget and retirement plan. He gave me great suggestions about how I could rebalance my retirement savings and improve my financial planning. I feel much better about my retirement – it really needed attention from someone who is expert on tools and trends in the marketplace. Looking at the research from my retirement plan provider isn’t enough to feel confident about your investments nowadays, and I feel much more assured about my finances now.
I also appreciate his level of service and reasonable rates. I have already recommended him to friends.