Business Details
34 Years
experience
Certified Accounting Services in Woburn, Massachusetts
Established in 1992, Kirk & Kirk CPA's has built a reputation for delivering comprehensive tax and financial services to individuals and businesses of all sizes. Our founding partners, Edward and Fred Kirk, identified a gap in personalized service for small to medium enterprises and created a firm dedicated to client-centric solutions. With over three decades of experience, we combine technical expertise in tax law with a commitment to understanding each client's unique needs. Our team includes certified professionals like Nancy McDonald, a CPA and Certified Financial Planner with advanced tax education. We prioritize adaptability in an evolving regulatory landscape while maintaining the same attentive approach that fueled our growth from day one.Located in Woburn, Massachusetts, our office serves clients across diverse industries, offering services that encompass accounting, tax strategy, and business financing consulting. Our core values of integrity and professionalism guide every interaction, ensuring clients receive both accurate financial guidance and ethical representation. The firm's recent name change reflects our ongoing dedication to these principles while embracing modern solutions like secure digital document transfer through our LeapFILE portal. We maintain transparent communication through multiple channels and uphold strict confidentiality protocols for sensitive information requests.
Services
Tax Preparation
Business Consulting
Financial Planning
Secure Document Transfer
Tax Advisory
Corporate Tax Filing
Details
- Year established: 1992
Highlights and features
- 30+ years of combined experience in accounting and tax services
- Certified professionals with advanced tax education credentials
- Secure digital document transfer system for client convenience
- Location near major transportation corridors in Woburn, MA
- Commitment to personalized service regardless of client size
Associations and certifications
- AICPA
- MA CPA Society
Services
Tax Preparation
Our comprehensive tax preparation services cater to both individuals and businesses, ensuring accurate and timely filings while maximizing allowable deductions. Our certified professionals stay current with evolving tax codes to provide strategic guidance. Clients benefit from personalized consultations to understand their tax situation and optimize financial outcomes.
Business Consulting
We offer strategic business consulting covering financial planning, operational optimization, and financing solutions tailored to clients' specific needs. Our proven expertise with small and medium businesses helps improve profitability and long-term sustainability. Consulting services integrate tax considerations with overall business strategy for comprehensive solutions.
Secure Document Transfer
Our LeapFILE portal provides encrypted document transfer for secure submission of sensitive financial information. This digital solution streamlines client communication while maintaining strict confidentiality. The system accepts PDF formats for tax documents, supporting efficient processing during tax season and throughout the year.
People
Edward Kirk
Founding Partner
Co-founder with over 30 years of accounting experience, specializing in tax strategy for small businesses. Prior experience at major firms informs his approach to personalized client service. Holds CPA certification and actively participates in professional development.
Fred Kirk
Founding Partner
Established the firm in 1992 after recognizing the need for specialized accounting services for mid-sized businesses. Brings extensive tax law knowledge and client management expertise. Focuses on long-term financial planning strategies for business clients.
Nancy McDonald
CPA, CFP
Joined in 1993 with dual certifications in accounting and financial planning. Holds Master of Science in Taxation degree and specializes in complex individual and business tax scenarios. Provides expert guidance on financial planning and tax optimization strategies.
Questions
Why hire a CPA instead of a tax preparer?
Our CPAs combine advanced tax knowledge with accounting expertise to provide comprehensive financial guidance and audit representation, which registered tax preparers cannot offer.
What payment methods do you accept?
We accept credit card payments for our accounting and tax services while maintaining strict financial confidentiality protocols.
How can I securely send documents?
Use our encrypted LeapFILE portal for secure document transfer, supporting PDF files for tax information and financial records.
What are your office hours?
We're available Monday through Friday from 9:00 AM to 4:00 PM, with after-hours communications handled via email and phone.
What areas do you serve?
Primarily serving Woburn, Massachusetts and surrounding communities with personalized accounting and tax services.
Reviews (4)
Zach D.
Mar 12, 2019
Report
I'm actually quite surprised to see the other review here as my experience couldn't have been more opposite. With Kirk and Kirk, my taxes have never been late or anything less than smooth in the process.
Realistically, I'm not sure some people understand what goes into Taxes and Tax season and perhaps this sparks some of the general confusion here. Imagine being a mechanic but every car you service that year is to be done within a 30-day window...
We're asking tax preparers to do the impossible, and Kirk and Kirk gets it done without a problem time after time
Realistically, I'm not sure some people understand what goes into Taxes and Tax season and perhaps this sparks some of the general confusion here. Imagine being a mechanic but every car you service that year is to be done within a 30-day window...
We're asking tax preparers to do the impossible, and Kirk and Kirk gets it done without a problem time after time
Cory B.
Feb 26, 2014
Report
Kirk & Kirk has been the firm that my family has used for years. I send my tax information in early, and usually receive a friendly phone call within a few days to a week to confirm some items. My taxes returns are then prepared and directly deposited into my account in a timely manner. Please be warned that they do charge a competitive fee for the area, but it is worth the service that you get. I highly recommend Kirk & Kirk!
J. S.
Mar 01, 2013
Report
I Have used Kirk and Kirk for many years and have always been happy with them. They are friendly, and will do everything possible to make tax time easy and prepared in a timely fashion. i would (and do) recommend them to everyone who needs an accountant or tax preparation!
L. M.
Mar 30, 2011
Report
Avoid this CPA firm at all costs. I have been with them for several years, and they have NEVER completed my taxes on time, despite having all documentation over a month in advance (and well before their requested date for submission). Countless unnecessary extensions each and every year. They don't answer emails or phone calls. Fred Kirk is particularly rude. Not sure what his problem is, but this is the most unprofessional business that I have ever dealt with. I gave them the benefit of the doubt for several years, but no more. My patience has totally run out. Save yourself the aggravation
