Business Details
42 Years
experience
Trusted Accounting and Tax Services in Sandwich, MA
For over 30 years, Frank J Harrison, CPA has provided personalized financial guidance to individuals and businesses across Cape Cod and southeastern Massachusetts. Our expertise spans tax management, accounting, estate planning, business advisory services, and financial analysis, tailored to meet the unique needs of each client. We combine decades of experience with a commitment to professionalism, responsiveness, and quality, ensuring clients receive strategic advice to navigate complex tax laws and achieve long-term financial goals.Our team of certified professionals prioritizes open communication, thorough research, and sound analysis to deliver solutions that protect assets, minimize liabilities, and foster business growth. Recognized as a trusted advisor in the region, we pride ourselves on building lasting relationships through transparency, ethical standards, and a dedication to client success.
Services
Individual Tax Preparation
Business Tax Services
Estate Planning
New Business Formation
Succession Planning
Financial Planning
Bookkeeping Services
Tax Relief Solutions
QuickBooks Setup
Forensic Accounting
Details
- Year established: 1984
Highlights and features
- We offer 30+ years of experience in accounting and tax services for individuals and businesses.
- Our team provides personalized financial strategies tailored to local market needs on Cape Cod.
- We specialize in navigating complex tax laws to maximize deductions and ensure compliance.
- Our comprehensive services include estate planning, business advisory, and forensic accounting.
- We prioritize responsiveness and long-term client relationships built on trust and expertise.
Services
Individual Tax Preparation
We prepare and file federal, state, and local tax returns for individuals, ensuring compliance with evolving tax laws. Our services include identifying deductions, credits, and strategies to minimize tax liability while maximizing refunds. Clients receive personalized guidance to navigate complex filings for optimal financial outcomes.
Business Tax Services
Comprehensive tax solutions for businesses, including income tax preparation, payroll tax compliance, and sales tax reporting. We help companies structure entities (S-Corp, C-Corp, LLC) to reduce liabilities and ensure adherence to deadlines, avoiding penalties while supporting long-term profitability.
Estate Planning
We design estate plans to protect assets, facilitate smooth wealth transfer, and minimize estate taxes. Services include drafting wills, trusts, and advanced directives, alongside gift tax planning to align with clients' legacy goals and family needs.
Succession Planning
We develop strategies for business owners to transition ownership internally or prepare for sale. This includes valuations, buy-sell agreements, and retirement planning to ensure financial security and continuity for family-owned or professional firms.
Financial Planning
Our financial planning services focus on cash flow analysis, investment strategies, and retirement planning for individuals and businesses. We create customized roadmaps to achieve financial goals, balancing growth with risk management and tax efficiency.
People
Frank J. Harrison
Founder
Licensed CPA with over 40 years of experience, Frank founded the firm in 1984 after roles at Ernst & Young and as a multinational CFO. He specializes in tax and accounting strategy for local businesses and individuals.
Jason P. Anderson
CPA
15+ years in public accounting, Jason focuses on small business and individual tax planning. A Cape Cod native, he holds an MBA from UMass Dartmouth and specializes in multi-generational financial strategies.
John E. Mayhew
Enrolled Agent
With expertise in estate and tax planning, John has served the firm since 1998. His background includes roles in accounting, banking, and estate planning firms, providing deep insights into client financial needs.
Sandy M. Woodbridge
CPA
Over 30 years of CPA experience, Sandy advises clients on business lifecycle planning from startup to estate needs. She previously owned a Connecticut practice and now focuses on Cape Cod clients.
Greg Pena
Enrolled Agent
A Cape Cod native, Greg specializes in tax and accounting for local businesses and individuals. He is pursuing CPA licensure and brings experience from public accounting firms on and off Cape Cod.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, payroll processing, cash flow management, QuickBooks setup, and financial planning tailored to small businesses.
Can you help with IRS tax debt or audits?
Yes, we offer tax relief solutions, including offer in compromise and audit representation, to resolve IRS disputes.
Do you assist with starting a new business?
We help select business entities, prepare formation documents, create business plans, and set up accounting systems for new ventures.
What estate planning services are available?
We offer wills, trusts, advanced directives, and tax strategies to protect assets and ensure smooth wealth transfer.
Are your services available remotely?
Yes, our virtual CPA services include tax planning, bookkeeping, and consultations accessible from anywhere.
