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Specialties
There are a lot of CPAs out there vying for your business. Most seem to offer a similar menu of services with the most notable difference being price. With all of these choices why would you want to work with me?
We are advocates for our clients, and enjoy being the first call resource for tax, business advisory and financial decisions. In the advisor role we work closely with business managers and individual taxpayers to choose a path that is based on need and risk tolerance. Our goal is to work with you and not around you, this means we discuss issues instead of narrating textbook pages. We work with closely-held businesses in a variety of industries and their owners as well as individual income taxpayers.
History
Established in 1998.
Back in July 1998 when I cut the purse strings from my comfortable position at a local CPA firm I decided that my practice would be different. I wanted a boutique practice that was comprised of clients who I enjoyed working with. Instead of focusing on marketing and the sales pitch, I was going to provide top rate service at a reasonable fee and would rely on my history of quality service for my long-term growth. Now, years later, I consider my concept a success. I can look through my client list and see names that have been in my file cabinet since the early 1990s when I was growing my practice «on the side». It’s very satisfying to realize that I am not the only one who values customer service and the benefit that comes from the relationships that have developed over the years — I know my clients and they know me. During the Holidays I receive as many pictures of my client’s children as I send out, and I value and appreciate each and every one for the idea it represents.
Meet the Business Owner
Nicholas P.
Business Owner
Nick brings to the table over 20 years of experience with clients in a variety of industries. He combines this history with a technical understanding of the needs and processes of business and a practical application of tax regulations and procedures.
Nick graduated from Bentley in 1992 and has served as a client service professional in some of Boston’s premier CPA offices. In the CSP role, Nick was the contact person for his clients, and provided a variety of tax, accounting and auditing services to closely-held businesses throughout New England. Nick is a member of the American Institute of CPAs as well as the MA Society of CPAs. He also enjoys memberships in various trade organizations.
In his free time Nick enjoys riding and wrenching on his Ducati motorcycles, chasing striped bass with his fly rod, changing the oil in his 5.0 Mustang and going on adventures with his beautiful wife and two children who always eat their dinners, say «please» and «thank you» and go to bed on time.