Turn to us for direction and guidance.

About our firm

Long-term relationships

Our company was founded by Stephen Goldberg, a former IRS agent, in the early 1970s. He started out visiting clients in their homes armed with the simple tools of the trade…pencil, paper and a calculator. Through all the years of change (sophisticated tax software on multiple computer monitors), our relationship-based business model has been our guide. We are proud that many of our clients have grown with us. Some have 20-, 30- and even 40-year histories with our firm.

Peace of mind

We take care of the numbers so that you can focus on your family and your business. Our team includes CPAs, Enrolled Agents and QuickBooks® ProAdvisors. We work very hard to stay on top of the ever-changing tax laws so we can advise you on the most advantageous tax strategies. We will also steer you away from IRS red flag trouble spots.


We adapt our services to provide the solutions you need at different stages of your personal and business life. Sometimes an unexpected life change can turn a simple situation into a complicated one. For example, a W-2 wage employee who usually just needs basic Form 1040 tax prep unexpectedly inherits stock investments and a rental property. We can respond to questions and adapt quickly because we already have a relationship and know the client’s history.

Who we serve

With more than 40 years in the business, we have seen it all. Here are some of our clients in the greater Boston area, across New England, and beyond:

  • Software engineer who left a job as a W-2 employee to set up a computer consulting firm.
  • Family-run manufacturing firm that has transitioned to the younger generation while experiencing significant growth in revenue and new management challenges.
  • Contractor purchasing a new property held in a separate LLC entity.
  • Retired couple who until recently prepared their own tax returns, but then ran into some questions when selling their personal residence at a substantial gain.
  • Landlord with more than 20 rental properties buying out a partner.
  • Restaurant group with multiple locations and investors requiring ongoing tax compliance work.
  • Newly divorced parent with two college-age children needing to maximize tuition tax credits.