Firm overview
Johnson O'Connor is listed in a CPA society directory in Wakefield, MA. The member-provided record lists Financial Services, Fiduciary/Trust Tax, Mergers Acquisitions Liquidations, Forecast and Projections, Individual Tax. Confirm current availability, professional credentials, and engagement scope directly.
Documented service areas
- Financial Services
- Fiduciary/Trust Tax
- Mergers Acquisitions Liquidations
- Forecast and Projections
- Individual Tax
- Starting a Business
- Cost Accounting
- Quickbooks
- Accounting and Auditing
- Real Estate Tax
- Pensions and Other Deferred Plans
- Business and Strategic Planning
- Profit Enhancement
- Real Estate
- Lease Accounting
- Sales & Use Taxes
- Sub Chapter S Corporations
- Inventory Control
- Budgeting & Forecasting
- E-filing
- IRS Representation
- Consulting
- Multi State Operations
- Pension & Profit Sharing
- Reviews & Compilations
- Limited Liability Companies
- Estate Trust & Gift Taxes
- Small Business Plan/Issues
- Limited Liability Partnerships
- Business Startups
- Bookkeeping
- Tax Planning
- Personal Financial Planning
- Business Succession
- Multi State Tax Issues
- Corporate Tax
- Estate Planning/Wills
- Retirement Planning
- Capital Gains Tax
- Non Monetary Transactions
- Debt and Equity Financing
- Management Advisory Services
- Purchase and Sale of a Business
- Employee Benefit Plans
- Financial & Estate Planning
- Closely Held Business
- Operational Analysis
- Consolidations
- Financing
- Real Estate Management
- Payroll Services
Service categories reflect the cited source. Confirm current availability and your engagement scope with the firm.
What the listing establishes
- Firm name
- Johnson O'Connor
- Listed location
- Wakefield, MA
- Source type
- Professional or industry directory
- Tax advisory evidence
- Not independently confirmed in this listing
- Research date
- October 9, 2026
- Pricing
- Request a current written quote
Before you request a proposal
Describe your entities, owners, states, current tax preparer, and the decisions you need help with. Annual revenue alone does not identify your planning needs. Tell the firm which deadlines and transactions are coming up.
- Who will lead the work, and what credentials do they hold?
- Are preparation, planning, and implementation separately priced?
- Will recommendations and assumptions be delivered in writing?
- Who owns the next steps, and when will each be completed?
- What happens if your current preparer remains on the engagement?
Build a decision-ready brief for Johnson O'Connor
Start your inquiry with the work you need, rather than a request for a generic tax-savings estimate. For this listing, the documented location is Wakefield, MA. Ask whether the firm can serve each jurisdiction relevant to your business; a listed office does not establish nationwide coverage.
The following research questions are matched to service words in the cited listing. They are questions to investigate, not independently verified capabilities or recommendations about your tax position.
Real estate and rental activities
A property engagement can involve an owner return, operating entities, property-level records, and a separate specialist study. Ask the candidate to identify which pieces it will actually deliver. A study vendor, return preparer, and planning advisor may have different responsibilities.
- Which property records and prior depreciation schedules will you review before proposing work?
- Who coordinates any specialist study with the professional filing the returns?
- Will the written scope address the interaction between the operating business and property interests?
Ownership transitions and succession
A transition project involves decisions that may belong to different professionals: the tax advisor, transaction attorney, valuation professional, and financial planner. Clarify who models the alternatives and who implements the chosen documents. Do not assume a firm’s general planning category includes legal drafting or valuation.
- At what stage should the tax professional join the transaction or succession discussion?
- Who owns the written timeline and coordinates with counsel?
- Does the scope include reviewing assumptions when deal terms change?
Ongoing accounting and planning coordination
Bookkeeping, payroll, financial reporting, return preparation, and forward-looking planning are different deliverables. If you need several, ask for a responsibility map rather than assuming one monthly fee includes every function. Reliable planning conversations start with records that are current enough to support the decisions.
- Who closes the books, and when will usable reports be available?
- How are bookkeeping adjustments communicated to the return preparer?
- Are owner planning meetings and written recommendations part of the fee or separate work?
Evaluate the answer, not just the introduction
A useful response identifies the responsible professional, records required, deliverables, timing, exclusions, and complete fee. If a response promises an outcome before reviewing your facts, ask which assumptions support it and what could change the conclusion. Keep open questions on the proposal worksheet until you receive a written answer.
Compare written scopes · Review AE’s documented offering and fit · Check the responsible professional’s credentials.
Continue the local research
Other source-listed firms with the same state label include David Sontag, CPA PC, Anthony & Dodge, PC, Mary Ling CPA & Financial Services, Inc, Darmody, Merlino & Co., LLP. These are research links, not endorsements or claims that the firms offer equivalent services. Compare each source and written scope separately.
Sources & corrections
We use public source records and do not assign independent performance ratings. Request a factual correction.