How this shortlist was selected
This collection includes 12 alphabetical examples from 22 directory records assigned to Massachusetts. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links.
Set the scope for your region
The Massachusetts collection contains 22 sourced firm records. Frequently recorded cities include Boston, Worcester, Newton, Leominster. List every state in which your business has people, property, or customers. Ask candidates to explain how they collect that footprint, assign return responsibilities, and coordinate with an existing preparer.
A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals.
Anthony & Dodge, PC
Listed location: South Hamilton, MA. Anthony & Dodge, PC is listed in a CPA society directory in South Hamilton, MA. The member-provided record lists Fiduciary/Trust Tax, Individual Tax, Starting a Business, Quickbooks, Accounting and Auditing. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Fiduciary/Trust Tax, Individual Tax, Starting a Business, Quickbooks, Accounting and Auditing, Business and Strategic Planning, Real Estate, Sub Chapter S Corporations, E-filing, IRS Representation, Consulting, Reviews & Compilations, Limited Liability Companies, Estate Trust & Gift Taxes, Small Business Plan/Issues, Limited Liability Partnerships, Business Startups, Bookkeeping, Tax Planning, Multi State Tax Issues, Corporate Tax, Capital Gains Tax, Closely Held Business, Real Estate Management, Payroll Services. Review the listing and its sources.
Bernice F Lord, CPA
Listed location: Easthampton, MA. Bernice F Lord, CPA is listed in a CPA society directory in Easthampton, MA. Confirm current services, credentials, and availability directly with the firm.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Caniff & Associates
Listed location: Lynnfield, MA. Caniff & Associates is listed in a CPA society directory in Lynnfield, MA. Confirm current services, credentials, and availability directly with the firm.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Darmody, Merlino & Co., LLP
Listed location: Boston, MA. Darmody, Merlino & Co., LLP is listed in a CPA society directory in Boston, MA. Confirm current services, credentials, and availability directly with the firm.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
David Sontag, CPA PC
Listed location: Leominster, MA. David Sontag, CPA PC is listed in a CPA society directory in Leominster, MA. Confirm current services, credentials, and availability directly with the firm.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Donald A May CPA MST
Listed location: Osterville, MA. Donald A May CPA MST is listed in a CPA society directory in Osterville, MA. Confirm current services, credentials, and availability directly with the firm.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Edelstein & Company LLP
Listed location: Boston, MA. Edelstein & Company LLP is listed in a CPA society directory in Boston, MA. Confirm current services, credentials, and availability directly with the firm.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Felix G. Cincotta CPA & Consultants
Listed location: Newton, MA. Felix G. Cincotta CPA & Consultants is listed in a CPA society directory in Newton, MA. The member-provided record lists Accounting Systems (Integration & Automation), Alternative Dispute Resolution, Asset Management & Protection, Accounting and Auditing, Bankruptcy. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting Systems (Integration & Automation), Alternative Dispute Resolution, Asset Management & Protection, Accounting and Auditing, Bankruptcy, Business Combinations, Budgeting & Forecasting, Bookkeeping, Business and Strategic Planning, Business Succession, Business Startups, Business Valuations, Capital Gains Tax, Computer Auditing, Computer Services, Consulting, Closely Held Business, Cost Accounting, Computer Software Development and Sales, Consolidations, Corporate Tax, Debt and Equity Financing, Divorce, E-filing, Employee Benefit Plans, Estate Planning/Wills, Estate Trust & Gift Taxes, Expert Witness, Franchises, Financial & Estate Planning, Fiduciary/Trust Tax, Financing, Forecast and Projections, Forensic Accounting, Financial Services, Government Accounting & Auditing, International Accounting & Auditing, International Business, Investment Trustees, International Tax, IRS Representation, Investment Advisory Services, Individual Tax, Inventory Control, Lease Accounting, Limited Liability Companies, Limited Liability Partnerships, Litigation Support, Management Advisory Services, Mergers Acquisitions Liquidations, Mutual Funds, Microcomputer Applications, Multi State Tax Issues, Marketable Securities, Multi State Operations, Non Monetary Transactions, Offers in Compromise, Operational Analysis, Payroll Evaluations, Pensions and Other Deferred Plans, Pension & Profit Sharing, Personal Financial Planning, Profit Enhancement, Prospective Financial Information, Purchase and Sale of a Business, Quickbooks, Reviews & Compilations, Real Estate, Real Estate Management, Retirement Planning, Real Estate Investment Trusts, Real Estate Tax, Sales & Use Taxes, Small Business Plan/Issues, Starting a Business, Sub Chapter S Corporations, Tax Planning. Review the listing and its sources.
Horvitz & Frisch PC
Listed location: Gloucester, MA. Horvitz & Frisch PC is listed in a CPA society directory in Gloucester, 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 categories: Financial Services, Fiduciary/Trust Tax, Mergers Acquisitions Liquidations, Forecast and Projections, Individual Tax, Starting a Business, Offers in Compromise, Prospective Financial Information, Quickbooks, Business Combinations, Real Estate Tax, Litigation Support, Pensions and Other Deferred Plans, Business and Strategic Planning, Real Estate, Divorce, Sub Chapter S Corporations, Budgeting & Forecasting, E-filing, IRS Representation, Consulting, Reviews & Compilations, Limited Liability Companies, Small Business Plan/Issues, Limited Liability Partnerships, Business Startups, Bookkeeping, Tax Planning, Personal Financial Planning, Business Succession, Corporate Tax, Retirement Planning, Capital Gains Tax, Purchase and Sale of a Business, Financial & Estate Planning, Closely Held Business, Consolidations. Review the listing and its sources.
Johnson O'Connor
Listed location: Wakefield, MA. 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 categories: 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. Review the listing and its sources.
Martin S. Kofman, CPA
Listed location: Newton, MA. Martin S. Kofman, CPA is listed in a CPA society directory in Newton, MA. The member-provided record lists Financial Services, Individual Tax, Starting a Business, Mutual Funds, Pensions and Other Deferred Plans. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Financial Services, Individual Tax, Starting a Business, Mutual Funds, Pensions and Other Deferred Plans, Business and Strategic Planning, Sub Chapter S Corporations, International Tax, Consulting, Small Business Plan/Issues, Tax Planning, Personal Financial Planning, Corporate Tax, Retirement Planning, Management Advisory Services, Financial & Estate Planning, Closely Held Business, Investment Advisory Services. Review the listing and its sources.
Mary Ling CPA & Financial Services, Inc
Listed location: Malden, MA. Mary Ling CPA & Financial Services, Inc is listed in a CPA society directory in Malden, MA. The member-provided record lists Accounting Systems (Integration & Automation), Alternative Dispute Resolution, Asset Management & Protection, Accounting and Auditing, Bankruptcy. Confirm current availability, professional credentials, and engagement scope directly.
Documented service categories: Accounting Systems (Integration & Automation), Alternative Dispute Resolution, Asset Management & Protection, Accounting and Auditing, Bankruptcy, Business Combinations, Budgeting & Forecasting, Bookkeeping, Business and Strategic Planning, Broker-Dealer Audits, Business Succession, Business Startups, Business Valuations, Capital Gains Tax, Computer Auditing, Computer Services, Consulting, Closely Held Business, Cost Accounting, Computer Software Development and Sales, Consolidations, Corporate Tax, DCAA/DCMA Audit & Acquisition Representation, Debt and Equity Financing, DoD Forward Pricing Overhead/Direct Rates, Divorce, E-filing, Employee Benefit Plans, Estate Planning/Wills, Estate Trust & Gift Taxes, Expert Witness, FAR (Federal Acquisition Regulations) Specialist, FAR Part 30 Cost Accounting Standards (CAS) Review, Franchises, Financial & Estate Planning, Federal Government Contract Accounting, Fiduciary/Trust Tax, Financing, Forecast and Projections, Forensic Accounting, Financial Services, Government Accounting & Auditing, International Accounting & Auditing, International Business, Investment Trustees, International Tax, IRS Representation, Investment Advisory Services, Individual Tax, Inventory Control, Lease Accounting, Limited Liability Companies, Limited Liability Partnerships, Litigation Support, Management Advisory Services, Mergers Acquisitions Liquidations, Mutual Funds, Microcomputer Applications, Multi State Tax Issues, Marketable Securities, Multi State Operations, Non Monetary Transactions, Offers in Compromise, Operational Analysis, Payroll Evaluations, Pensions and Other Deferred Plans, Pension & Profit Sharing, Personal Financial Planning, Profit Enhancement, Proposal: Preparation/Fact-Find/Negotiation/Sweep, Prospective Financial Information, Payroll Services, Purchase and Sale of a Business, Quickbooks, Rapid Refund, Reviews & Compilations, Real Estate, Real Estate Management, Retirement Planning, Real Estate Investment Trusts, Real Estate Tax, Sales & Use Taxes, SEC Practice, Small Business Plan/Issues, Sarbanes/Oxley Sect. 404 Compliance, Starting a Business, Sub Chapter S Corporations, Tax Planning. Review the listing and its sources.
Compare the proposals, not just the names
- Describe the decision, entities, states, and deadline before asking for a fee.
- Ask for the named professional and written deliverables, including what happens after recommendations are made.
- Confirm whether returns, amendments, specialist studies, and implementation are included.
- Identify who communicates with your bookkeeper, preparer, attorney, or payroll team.
- Request a timeline and a complete written scope before engaging.
Use the engagement comparison tool, search all firm records, or browse other shortlists.
About this publication
AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship.