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Practice Areas

We specialize in all areas of personal and small business tax planning, preparation and business advisory services.  We understand that your efforts are better spent running your business and generating income, not worrying about bookkeeping, payroll and tax aspects of your business.  We offer a complete menu of services to make your life easier and your business more productive. 

Personal Income Tax Preparation and Planning

Our services include personal income tax planning and preparation services.  While most personal returns can be simple, sometimes employment, income and life changes can dramatically change your income tax situation.  With careful planning, we can help you avoid surprises when filing your returns and make adjustments during the year accordingly.

Small Business Tax Preparation and Planning


We offer tax preparation services for all types of business entities, including sole proprietorships, partnerships, C or S-Corporations, and real estate trusts.  Business tax planning can also affect the personal tax position of the business owner, particularly with sole proprietorships and flow-through entities.  With careful tax planning, we can help you avoid tax pitfalls that can affect your business and personal returns.



In addition to weekly payroll preparation and related monthly, quarterly and annual tax reporting, we can help you set up and maintain your employee benefits and assist with human resource issues that arise in the day to day operations of your business.


We offer full charge bookkeeping services to help you with the day to day responsibilities while you take charge of income generation and day to day management of your business.  We can also work remotely on your computer so that you can closely monitor you financial picture on your schedule.   

Business Advisory Services


With growth comes new responsibilities and considerations for the effective management of your business.  Periodic monitoring of your business income can help with effective tax and business planning.  We can help guide you through the growing pains businesses experience with accounting system setup, employee retention, productivity, profit margin monitoring to help you move in the right direction for continued growth.

Accounting Setup and Training

An effective bookkeeping system is the lifeblood of your business.  It keeps your finger on the pulse of your financial health while avoiding unpleasant tax "surprises" at tax time.  We can help get you up and running and provide periodic checkups to guide you in the right direction.

Entity Selection

Once you've made the decision to start your own business, which entity to you choose?  There are many tax and liability factors to take into consideration when making the decision, and equally as many entity types to choose from.

Kerri Reed has been my tax accountant and advisor for over 8 years.  She has made my payroll and bookkeeping easy.  Kerri explains things in an easy way and breaks it down for me, even the most complicated situations.  I feel at ease with her and confident in her services.  I have been able to fine-tune my finances, which has made my business grow and my life much easier.

Mary Welch, Four Elements Salon and Spa

Southwick, MA

Kerri is one of the most intelligent, informed and compitent CPAs, I have ever encountered. One of the best things about her she's actually a good person on top of that, honest, cheerful, tells it like it is. You can't ask for a better person to to do your tax work. THANKS for all your hard work and attention to detail.

Rich Rivet, Member PropCity, LLC; Owner Cedar Falls Construction

Chicopee, MA

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