Business Details
Your Trusted Accounting and Tax Services Partner in Pembroke, MA
We are a family-owned accounting and tax services firm with over 35 years of combined experience serving individuals and small businesses. Our team leverages advanced tools like QuickBooks and Onvio to deliver accurate financial solutions tailored to entrepreneurs, franchises, life sciences companies, and real estate professionals. As a father-daughter team, we prioritize personalized service, treating every client like family while maintaining rigorous professional standards.Our expertise spans tax preparation, accounting infrastructure development, and strategic financial planning. With certifications including QuickBooks Pro Advisor and IRS Registered Tax Preparer, we ensure compliance and optimize financial outcomes. Our unique background as both accounting professionals and small business owners enables us to address client needs with practical, results-driven approaches.
Services
Tax Preparation Services
Accounting Services
QuickBooks Support
Tax Planning
CFO Advisory
Highlights and features
- We offer 35+ years of combined accounting and tax expertise.
- Our family-owned business treats clients with personalized care.
- QuickBooks Certified Professionals ensure accurate financial management.
- We serve diverse industries with specialized accounting solutions.
- Onvio portal enables secure, efficient document sharing and processing.
Associations and certifications
- QuickBooks Pro Advisor
- QuickBooks Online Certified Pro Advisor
- IRS Registered Professional Tax Preparer
- Notary Public
What people say
Expertise
Expedited responses
Never have to worry
Great
Recommend
Services
Tax Preparation Services
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with federal and state regulations. Our certified professionals use advanced software to maximize deductions while maintaining accuracy. With decades of experience, we handle complex tax situations for small businesses, franchises, and real estate professionals.
Accounting Services
Our accounting services include bookkeeping, financial reporting, and system implementation using QuickBooks desktop and online platforms. We help businesses establish robust accounting infrastructure and internal controls. As Certified Pro Advisors, we ensure accurate financial tracking and reporting tailored to your industry-specific needs.
Tax Planning
We develop customized tax planning strategies to minimize liabilities and optimize financial outcomes. Our services include quarterly tax planning, alternative strategy analysis, and compliance guidance. With expertise in both individual and business taxation, we help clients make informed decisions throughout the year.
QuickBooks Support
As QuickBooks Certified Pro Advisors, we offer implementation, training, and ongoing support for desktop and online versions. Our services include system setup, reconciliation assistance, and integration with payment platforms. We help businesses leverage QuickBooks' features to streamline financial operations and improve efficiency.
CFO Advisory
We provide turnkey CFO services including budgeting, financial infrastructure development, and strategic advisory. Our solutions help businesses establish proper accounting processes without hiring full-time staff. We specialize in creating scalable financial systems for growing companies across multiple industries.
People
TJ Pugliese
Tax Accountant & Founder
30+ years of accounting and tax experience, former small business owner, QuickBooks Pro Advisor, and IRS Registered Tax Preparer. Specializes in small business tax planning and financial operations.
Amanda Pugliese
Accountant & Business Manager
Business Management graduate with hospitality and accounting experience, QuickBooks Certified Professional Tax Preparer. Focuses on client financial health and tax preparation since joining in 2018.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, tax preparation, and CFO advisory services tailored to small businesses across various industries including franchises and real estate.
Are you certified QuickBooks professionals?
Yes, we are both QuickBooks Pro Advisors and Online Certified Pro Advisors with extensive experience implementing and supporting QuickBooks solutions for businesses.
How do you handle tax planning for businesses?
We offer quarterly tax planning sessions, alternative strategy analysis, and compliance guidance to help businesses minimize liabilities and optimize financial decisions throughout the year.
What areas do you serve?
We primarily serve Pembroke, MA and surrounding South Shore communities, providing both in-person and remote accounting and tax services.
