Accountants who care.
New England based CPA and tax professionals with over 75 years experience with tax preparation, financial planning and retirement needs.
Whatever your needs in the accounting space, we handle it. We get it right. The first time.
Tax Accounting
We are tax professionals with expertise, attention to detail, and commitment to exceptional service—guiding clients through the complex tax world seamlessly.
Financial Statement Planning
We specialize in precise financial statement preparation. Our expert team delivers accurate, compliant reports that give clients clarity and confidence in their business performance.
Retirement
Our extensive expertise in retirement planning, helps clients secure a worry-free future. With personalized strategies, we guide individuals and families towards informed decisions, ensuring a smooth transition into the golden years.
This is us.
-
Adam Davidson
HEAD OF ACCOUNTING
-
Dan Davidson
CEO & FOUNDER
-
Tim Davidson
SENIOR ACCOUNTANT
-
Nate Buiel
SENIOR ACCOUNTANT
-
Sharon Richert
EXECUTIVE ASSISTANT
-
Sue-Anne Bourbeau
OFFICE MANAGER
-
Nate Davidson
CERTIFIED FINANCIAL PLANNER