IRS Enrolled Agent · Stoneham, Massachusetts
Know your numbers.
Own your next move.
Tax preparation, bookkeeping and CFO support for business owners across Stoneham and Greater Boston — led by an Enrolled Agent licensed to represent you before the IRS.
- Google rating
- 4.8★ · 26 reviews
- Credential
- EA · federally licensed
- Serving
- MA · Greater Boston
IRS Enrolled Agent
IRS Authorized e-file Provider
QuickBooks ProAdvisor
Serving Greater Boston
What we do
Work that covers
the full picture
Eight services that fit together. Most owners start with one and grow into the rest as the numbers get cleaner.
- 01
Tax Preparation
Forms 1040, 1065, 1120-S and 1120, with multi-state coordination and a review pass before anything is filed.
- 02
Tax Planning & Advisory
Quarterly planning, estimate strategy and forward-looking decisions — not a once-a-year conversation in April.
- 03
Monthly Bookkeeping
Bank and credit-card reconciliations, a real month-end close, and financials you can actually make decisions from.
- 04
Cleanup & Catch-Up
Historical cleanup, chart-of-accounts tuning and support schedules that hold up under scrutiny.
- 05
Entity Strategy
LLC and S-corp structure decisions, elections, and owner payroll set at a defensible reasonable salary.
- 06
Payroll & Sales Tax
Payroll review, Massachusetts sales and meals tax coordination, and compliance checklists that stay current.
- 07
IRS & State Notices
Notice review, penalty relief support and payment plans — handled by someone licensed to represent you.
- 08
Controller & CFO Support
Budgeting, forecasting, cash-flow planning and the KPI reporting that comes before a good decision.
Free tool
Should you elect
S-corp status?
Run your own numbers. The calculator compares sole proprietor against S-corp on federal tax — income tax, self-employment and FICA, the QBI deduction and your effective rate — so you can see the crossover point for yourself before we ever talk.
Client feedback
4.8 across 26
Google reviews
-
★★★★★
We thought he was just someone who files taxes, but he turned out to be a true specialist — experienced, professional, and very knowledgeable. He explains both the small details and the big picture clearly.
Marianne T.Google review
-
★★★★★
I thought I only needed bookkeeping and tax filing. What I actually needed was real strategy. The books were cleaned up, the numbers finally made sense, and the tax planning got sharper.
Wessam A.Local Guide
-
★★★★★
Very knowledgeable, honest, and detail-oriented. Everything was explained clearly, questions were answered fast, and the process felt smooth instead of stressful.
Moustafa A.Google review
Packages
Scope-based,
not one-size
Quoted against real complexity rather than a menu price, so you are not paying for work you do not need.
-
Starter
Books
Best for owners who need steady monthly bookkeeping and cleaner reporting.
- Monthly reconciliations
- Basic monthly financials
- Tax-prep-ready books
-
Most popular
Growth + Planning
For clients who want books, planning and compliance coordinated together.
- Higher-rigor monthly close
- Quarterly planning checkpoints
- Payroll and sales-tax coordination
-
Advisory
Controller / CFO Core
For operators who need more visibility, forecasting and decision support.
- Budget and forecast
- KPI dashboard and cash runway
- Monthly strategy review
Find us
Stoneham, and
the towns around it
Based in Stoneham, working with owners across Woburn, Reading, Melrose, Wakefield, Winchester, Medford, Malden and Greater Boston. Most work happens remotely; meetings by appointment.
Stoneham, MA 02180
Mon–Fri 8:30am–6:30pm · Sat 10am–3pm · Sun closed
Direct answers
Questions owners
actually ask
Do you only do tax returns?
No. The stronger fit is ongoing work that combines bookkeeping, planning and filing, so decisions are not made off weak numbers.
Do you help with IRS or state notices?
Yes. Notice review, response structure, penalty relief support and payment plan help are all part of the offering. As an Enrolled Agent I am federally licensed to represent you before the IRS.
Can you help with LLC or S-corp setup?
Yes. Entity selection, elections, and the practical tax and payroll implications are part of the strategy conversation. The S-corp calculator on this site is a good place to start.
Who is the best fit?
Business owners and individuals who want more structure, cleaner books and year-round tax judgment instead of once-a-year filing.