Business Details
22 Years
experience
Your Trusted Partner for Accounting Services in Harwich
Established in 2004, our practice combines decades of hands-on experience with a commitment to personalized financial guidance. With a background spanning corporate finance at McDonald's Corporation and six years at a local CPA firm, we bring deep expertise in tax law, accounting systems, and strategic financial planning. Our focus on continuous education ensures mastery of evolving tax regulations, while our client-centric approach prioritizes proactive tax-saving strategies tailored to individual and business needs. Leveraging advanced tax software and E-file capabilities, we deliver efficient, accurate solutions for tax preparation, business consulting, and investment planning. Rooted in Harwich since 1998, we pride ourselves on building lasting relationships through transparent communication and a thorough understanding of local market dynamics.Our services extend beyond compliance to encompass holistic financial strategies that maximize after-tax income and support long-term goals. Certified in Public Accounting and holding a Master of Science in Taxation from Suffolk University, we uphold the highest standards of professionalism and technical excellence. By attending frequent tax seminars, we stay ahead of legislative changes to provide clients with forward-thinking advice. From payroll services to IRS audit representation, our practice addresses the full spectrum of accounting needs with integrity and precision. While we currently serve an established clientele, our legacy of excellence reflects a dedication to financial empowerment that transcends transactional relationships.
Services
Tax Preparation
Business Tax Services
IRS Audit Representation
Financial Planning
Payroll Services
Tax Problem Resolution
Investment Strategies
Business Consulting
Record Retention Guidance
State Tax Filing
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of experience in tax and accounting services
- Our team holds advanced certifications including CPA and Master of Science in Taxation
- We provide proactive, year-round tax planning strategies
- Our practice combines corporate finance experience with local market knowledge
- We use cutting-edge tax software for accurate, efficient service delivery
Associations and certifications
- Certified Public Accountant
Services
Tax Preparation
Comprehensive federal and multi-state tax return preparation using advanced software for individuals and businesses. Services include electronic filing, estimated tax calculations, and strategic timing of deductions to maximize refunds.
IRS Audit Representation
Professional representation for IRS audits, including document organization, correspondence management, and negotiation of tax liabilities. We handle lien/levy resolutions and offer-in-compromise proposals to resolve outstanding issues.
Business Tax Services
Full-service business tax solutions covering entity selection, payroll tax compliance, sales tax reporting, and nonprofit organization management. We focus on year-round tax strategy to minimize liabilities and optimize financial operations.
Financial Planning
Customized investment strategies and retirement planning services. Our approach includes asset allocation guidance, 401(k) rollover assistance, and educational resources on annuities, mutual funds, and tax-efficient investment vehicles.
Tax Problem Resolution
Specialized services for resolving back taxes, unfiled returns, and payment plan negotiations. We develop customized solutions for payroll tax issues, installment agreements, and penalty abatement to restore financial stability.
People
Maureen A Ryan
Certified Public Accountant
CPA with 20+ years of experience in tax and accounting services. Holds a Master of Science in Taxation from Suffolk University and previously worked as a financial analyst at McDonald's Corporation before establishing her Harwich practice in 2004.
Questions
What accounting services do you offer for small businesses?
We provide business entity selection, payroll services, tax return preparation, part-time CFO support, and strategic financial planning tailored to small businesses.
Do you handle complex tax situations for individuals?
Yes, we specialize in advanced tax strategies including retirement planning, investment tax optimization, and resolution of back taxes or IRS liens.
Can you help with IRS audit representation?
We offer comprehensive audit support including documentation preparation, correspondence with tax authorities, and professional representation throughout the process.
What investment planning resources do you provide?
Our services include asset allocation guidance, retirement account optimization, and educational materials on investment vehicles like mutual funds and annuities.
Are you currently accepting new clients?
At this time, we are not accepting new clients as we focus on serving our existing clientele with the highest level of personalized attention.