Tax & Accounting
Without the Guesswork
Tax preparation, bookkeeping and planning for individuals and small businesses.
Accurate. Predictable. Secure.
Serving the South Shore, Greater Boston & Beyond
We provide tax preparation, bookkeeping, and advisory services to individuals and small businesses throughout the South Shore and Greater Boston area, with secure virtual service available throughout Massachusetts.
How We Work
We believe working with your accountant should be simple, convenient, and personal. We use secure technology to make it easy to share information, access your documents, and stay connected, while offering the flexibility to work together in whatever way makes the most sense for you.
🔒 Secure & Convenient
Exchange documents securely through your client portal.
✍️ Easy E-Signatures
Review and sign documents electronically.
📁 Your Documents, Accessible
Access your tax and accounting records when you need them.
💬 Communication That Works for You
Email, phone, or another method that fits your needs.
👥 Personal Service
Work directly with experienced professionals—not a call center.
🤝 Flexible When You Need Us
Most work can be handled remotely, but we're happy to meet in person when appropriate.
Bookkeeping Services
Monthly bookkeeping and financial reporting designed to give you a clear picture of your business finances—without adding bookkeeping to your to-do list.
Monthly Bookeeping
Starting at $350/month
What's Included:
Monthly Bookkeeping
Transactions are categorized and your books are maintained throughout the year.
Account Reconciliations
Bank and credit card accounts are reconciled regularly to keep your records accurate.
Financial Statements
Receive monthly Profit & Loss and Balance Sheet reports to help you understand how your business is doing.
Bookkeeping Review
We review your books for unusual items, missing information, and other issues that may need attention.
Year-End Preparation
Your books are kept organized throughout the year to make tax preparation easier at year-end.
Pricing & Scope
Monthly bookkeeping fees are based on the scope and complexity of the services needed. Your monthly fee will be determined after we review your bookkeeping needs.
Our standard bookkeeping services do not include accounts payable or accounts receivable management. Payroll, sales tax filings, cleanup or catch-up work, and other services are available separately when needed.
Bookkeeping Add-Ons
Sales Tax Filing
Stay current with your sales tax obligations. We prepare and file your required sales tax returns based on your bookkeeping records and keep track of filing deadlines.
$50/month per state
Taxes due will be billed separately
Quarterly Payroll Reconciliation
We review your payroll reports and reconcile payroll activity to your books, helping ensure payroll expenses, taxes and liabilities are recorded accurately.
Pricing is based on payroll frequency and company size
Starting at $75/Quarter
Go beyond accurate financial statements with quarterly review of your business performace. We'll look at meaningful trends, changes and areas that may deserve attention, helping you better understand what your numbers are telling you.
Quarterly Financial Statement Analysis
Pricing is based on the size and complexity of the business
Starting at $100/Quarter
1099 Vendor Processing
We prepare and file required 1099 forms for your vendors and contractors, helping you meet year-end reporting requirements.
$20 per additional vendor
$180/year for up to 5 vendors
Cleanup & Catch-Up Bookeeping
If your books need to be brought up to date before ongoing bookkeeping begins, we can help. Cleanup and catch-up work is billed hourly and quoted after we review the condition of your books.
Tax Preparation Services
Clear, transparent pricing for individuals and businesses. Expertly prepared federal and state returns focused on precision and predictable outcomes.
Individual Tax
Starting at $450
What's Included:
- Standard or Itemized Deductions (Sch A)
- W-2 Wage Filing
- Interest and Dividends Reporting
- Education and Child Care Credits
- HSA & Dependent Tracking
- Home State Filing
Separate flat-rate add-ons apply to specialized schedules such as business entities, rental properties, complex investment portfolios or specialized non-cash charitable tracking.
👥 Family Continuity Discount As a benefit to our premium clients, we offer a flat courtesy rate of $125 for any simple, W-2/Interest-only tax returns for your dependent children. This ensures their first steps into the tax world are handled correctly, and allows us to seamlessly coordinate their dependency status with your primary return.
Trust & Fiduciary Services
Starting at $450
What's Included:
- Preparation and filing of the federal return and one state return.
- Reporting standard 1099-INT and 1099-DIV tax forms
- Generating and issuing up to 3 Schedule K-1s for the beneficaries
- Review of tax documents and information provided for completeness.
Trust tax returns require careful reporting of income, deductions, distributions, and beneficiary information. We prepare fiduciary income tax returns for trusts and help trustees navigate the filing requirements from start to finish.
Returns involving multiple states, additional beneficiaries, complex investments, or other unusual tax situations may require an additional fee. We’ll discuss any additional work with you before proceeding.
Corporate & Partnership Tax
Starting at $1,000
Professional tax compliance and strategic planning for modern business structures. We ensure your entity filings are precise, optimized and fully compliant with federal and state regulations.
S-Corp (Form 1120S)
C-Corp (Form 1120)
Partnerships (Form 1065)
What's Included:
- Preparation and filing of the federal return and one state return.
- Schedule L (Balance Sheet) preparation
- Schedule M-1 preparation
- Schedule M-2 preparation, when applicable
- Preparation for up to 3 beneficiary K-1's (1120S & 1065)
- Normal review/reconciliation of financial statements and tax sensitive accounts.
Tax-Ready Book Requirement: Baseline rates apply to businesses providing fully reconciled, year-end balance sheet and trial balance. For books requiring catch-up reconciliation or adjustments, a structural accounting fee will be quoted upfront.
Business Compliance
Keep up with the filings that keep your business in good standing.
Running a business comes with filing requirements beyond your tax return. We can help you stay on top of recurring federal, state, and local compliance requirements, so important deadlines don't get overlooked.
Annual Business Filings
Assistance with recurring state and local filings required to maintain your business in good standing.
Business Property Filings
Preparation of applicable personal property tax filings and related local requirements.
Information & Regulatory Filings
Assistance with required business filings and forms based on your specific circumstances.
Other Compliance Needs
Have a filing requirement you're not sure about? Contact us to discuss your business's specific needs.
📋 Not sure what your business needs to file?
We're happy to help you identify recurring filing requirements and determine how we can assist.
The Power of Our Partnership
Our firm isn't just a business - it's a shared life's work. We are a husband and wife team that has been working side-by-side in the accounting industry since 2002. For over 24 years, we have blended our unique strengths to protect, streamline and grow our clients' businesses.
Because we have spent decades collaborating under one roof, your daily bookkeeping and your long-term tax planning never happen in a vacuum. We operate as a single, seamless engine. Your daily records are meticulously organized to feed directly into advanced tax strategies, protecting you from penalties, maximizing your deductions, and giving you total financial peace of mind.
Sean O'Brien, CPA, CITP
Co Founder & Tax Strategy Director
Credentials: Certified Public Accountant,
Certified Information Technology Professional
Sean leads our firm's high level tax compliance, multi-entity strategy and technological infrastructure. As a CPA holding the elite CITP credential, he specializes in designing proactive, long-term tax plans and ensuring our virtual platform meets the highest standards of data security and system integration.
Sean's approach to accounting is rooted in a deep family legacy of professional integrity and technical excellence. Prior to launching his own practice, Sean was a partner at O'Brien, Riley & Ryan, PC. He credits his foundation to his father, Lawrence O'Brien, a dedicated professional who mentored him early on and instilled a lifelong commitment to precise, high-standard client service. For over 30 years, Sean has been carrying forward those core values of trust and hard work, focusing on equipping modern business owners with the advanced tax strategies and cutting-edge financial technology they need to scale with confidence.
Meet the Founders
Lynne O'Brien
Co Founder & Systems Director
Credentials: B.S. in Accounting,
Intuit Certified Bookkeeping Professional
Lynne is the operational engine behind our firm's daily accounting workflows. Holding a Bachelor of Science in Accounting alongside her credential as an Intuit Certified Bookeeping Professional, she blends rigourous academic training with deep, practical field experience.
With over two decades of heavy-lifting financial experience, Lynne seamlessly bridges the gap between daily bookkeeping and advanced tax preparation. Specializing in complex, multi-entity ledgers, precise payroll tie-outs, and corporate compliance filings, she transforms chaotic records into pristine, mathematically flawless data. Lynne personally prepares and optimizes your business and individual tax returns, ensuring your year-round financial systems feed perfectly into our firm's high-level tax strategies.