Business Details
Your Trusted Accounting and Tax Services in Williamstown, MA
At Gajda Marlow & McConnell, we are dedicated to delivering exceptional accounting and tax solutions to individuals and businesses in Williamstown, MA, and throughout New England. Our team of licensed Certified Public Accountants (CPAs) brings decades of combined experience in tax compliance, financial planning, and small business accounting. We prioritize professionalism, responsiveness, and quality in every client interaction, ensuring personalized service tailored to unique financial needs. Our expertise spans individual and business tax preparation, strategic tax planning, bookkeeping, and financial reporting. We stay current with evolving tax laws through continuous education, enabling us to maximize deductions and credits while minimizing liabilities.As trusted advisors, we assist clients in resolving IRS disputes and navigating complex financial challenges. Our commitment to affordability and client-centric service has made us a reliable partner for local businesses and professionals. We leverage advanced technology to streamline processes while maintaining the personal touch that sets us apart. Our mission is to empower clients with clarity and confidence in their financial decisions, fostering long-term success and satisfaction.
Services
Individual Tax Preparation
Business Tax Services
Tax Planning
Small Business Accounting
Bookkeeping Services
Highlights and features
- Our licensed CPAs have decades of combined experience in tax and accounting.
- We provide personalized service tailored to individual and business financial needs.
- Affordable rates without compromising on technical expertise or client support.
- Specialized in resolving IRS disputes and navigating complex tax regulations.
- Advanced technology paired with a commitment to personalized, local service.
Associations and certifications
- MA State CPA Certificates
Services
Individual Tax Preparation
We prepare accurate, compliant tax returns for individuals, ensuring maximum deductions and credits. Our CPAs stay updated on tax law changes to minimize liabilities and optimize refunds. Clients receive personalized guidance to navigate complex filings with confidence.
Business Tax Services
Comprehensive tax services for businesses, including compliance, audit support, and IRS dispute resolution. We ensure timely filings while identifying opportunities to reduce liabilities. Our expertise spans payroll tax, sales tax, and strategic reporting.
Tax Planning
Proactive tax planning to legally minimize liabilities for individuals and businesses. We analyze financial situations to implement strategies for deductions, credits, and long-term savings, adapting to changing regulations and client goals.
Small Business Accounting
Full-service accounting for small businesses, including cash flow analysis, profit-and-loss statements, and financial reporting. We help owners focus on growth by managing bookkeeping, payroll, and tax obligations efficiently.
Bookkeeping Services
Accurate bookkeeping to maintain financial health, including accounts payable/receivable, reconciliations, and payroll processing. We streamline systems for businesses of all sizes, ensuring organized records to support informed decision-making.
People
David Belisle
Owner/Founder
David founded Gajda Marlow & McConnell with a focus on proactive financial solutions. He holds a Wealth Management Certification and combines expertise with a client-first approach to help New England clients save money and plan for the future.
Nancy Bissel
Systems Manager
Nancy oversees client systems and insurance services, leveraging healthcare and real estate experience to ensure seamless operations. She specializes in client education and implementation of tailored tax strategies for long-term financial success.
Johanna Rodgers-Belisle
Compliance/Business Development
Johanna manages client relations and business growth, utilizing 30+ years in healthcare administration to deliver personalized financial solutions. She prioritizes client satisfaction through clear communication and operational excellence.
Julie P. Arnold
CPA
Julie, a licensed CPA in MA and VT, specializes in small business accounting and individual tax planning. With 25 years in public practice, she combines technical expertise with a focus on client-centric financial strategies.
Michael F. McConnell
CPA
Michael, a licensed MA CPA, provides expert accounting and tax services. His experience in public practice ensures clients receive accurate, compliant financial guidance tailored to their unique needs.
Questions
What services do you offer for small businesses?
We provide accounting, bookkeeping, tax preparation, payroll processing, and strategic financial planning tailored to small businesses' needs.
How can you help with IRS tax issues?
Our team assists in resolving IRS disputes, audits, and back-tax liabilities through expert negotiation and compliance strategies.
Do you offer tax planning services?
Yes, we create customized tax plans to legally minimize liabilities for individuals and businesses throughout the year.
Are your CPAs licensed in Massachusetts?
All our CPAs hold valid Massachusetts State CPA Certificates and maintain ongoing professional education.
What areas do you serve?
We primarily serve Williamstown, MA, and the broader New England region for all accounting and tax needs.
