Accounting | Tax Complaince

WELCOME

Our CPA firm is here to help you and your business. As our motto states, Your Success Is Our Business. Our work falls into three main buckets. The largest bucket is tax return filing and tax planning. While tax season is our busiest time of year, as we help individuals and small businesses with their compliance filing requirements, we are also engaged by clients to perform accounting and business consulting services. We work hard to form long-lasting, trusted relationships with our clients. We care about our client’s success and offer advice and guidance when possible, to help them achieve their goals. We aim to work side-by-side with clients throughout the year, not just during tax season, to understand their objectives and offer the best service. After all, Your Success Is Our Business.

ACCOUNTING & ASSURANCE

Accounting is the language of business. It encompasses everything that goes into financial statement preparation on a monthly, quarterly or annual basis. This spans the spectrum from bookkeeping to CFO/Controller work to assurance services – like reviews and compilations. We offer these services to our clients to help meet their needs whether it be for banks and other outside financiers or for the client’s own comfort to know that the numbers are correct.

TAX COMPLIANCE & PLANNING

Tax preparation is the most common reason clients request our services. We have a solid track record of preparing complete and accurate returns for individuals and entity clients – including partnerships, corporations, trusts, estates, and non-profits. Tax planning is where we can really add value by maximizing the options available in the Internal Revenue Code to either reduce taxable income, increase deductions, or take advantage of certain exceptions in the Code to postpone the recognition of a taxable event until a later date, thereby reducing the tax obligation. We also offer tax representation services if the IRS or state taxing authority issues you a notice of deficiency.

BUSINESS CONSULTING

We work as trusted business advisors to aid companies with a variety of issues. This includes analysis and planning surrounding a specific transaction, including a business acquisition, partner retirement, or new debt financing. We are also called in for special purpose engagements such as review of the accounting personnel, software, or accounting procedures in place at an organization.

WHY CHOOSE US?

Professional service from a Certified Public Accountant and his team members.
An expert in our field with over 20 years of experience working with individuals, small businesses and other entities.
We know deadlines are a part of doing business. Our goal is the same as yours – complete the work on time (and on budget), and spare you the stress of last-minute rushes.
If you need advice or have questions, we promise a timely response to all emails and calls.
The office is conveniently located on Rt. 9 in Wellesley, MA.
A free no-obligation initial consultation about your individual or business entity requirements.
Fixed accounting fees agreed to in advance when possible.
If you need help beyond the scope of our services, we have a vast network of skilled professional contacts we can suggest including financial advisors, estate planners, etc.

Max is the best accountant I have worked with. He is very thorough and always takes the time to answer all of my questions. Max puts a lot of thought into everything he does and truly cares about his clients. I am always impressed with his knowledge and the advice he gives. I am very happy with his services and would recommend him to all of my friends and family. — Jess

Max Bauer provides critical accounting, financial analysis, and tax planning services throughout the fiscal year – we feel secure knowing he is watching our bottom line. —Jeff