Business Details
50+ Years
experience
Certified Public Accountants in Waltham, MA
For over a century, O'brien Fitzgerald Taylor & Keaveney Pc has provided quality financial guidance to individuals, businesses, and not-for-profit organizations. Our expertise spans tax management, accounting, audits, financial statements, and strategic planning. Established in 1919, we pride ourselves on long-standing client relationships built through expertise, experience, and a collaborative team approach. Our commitment to high standards and retention of seasoned professionals ensures clients receive thorough analysis and personalized attention.We focus on maintaining financial viability for clients while proactively addressing future goals through open communication and sound analysis. Our dedication to excellence has earned respect within the business and financial community in Massachusetts and beyond. We serve clients across diverse industries, including construction, manufacturing, real estate, and nonprofit sectors, while maintaining a reputation for responsiveness and technical proficiency.
Services
Tax Management
Accounting Services
Estate Planning
Audit Services
Payroll Processing
IRS Representation
Business Valuation
Forensic Accounting
Retirement Planning
Entity Restructuring
Details
- Year established: 1919
Highlights and features
- We have over 100 years of combined experience serving Boston-area clients
- Our team includes specialists in construction, manufacturing, and nonprofit accounting
- We provide personalized tax strategies for high net worth individuals and complex estates
- Our audit professionals hold advanced degrees including Masters in Taxation
- We offer comprehensive financial guidance from bookkeeping to business succession planning
Services
Tax Management
Our Tax Management services help individuals and businesses optimize their tax positions through strategic planning. We specialize in corporate, partnership, trust, and high net worth individual tax preparation. Our CPAs stay current with evolving tax regulations to ensure compliance while minimizing liabilities. We provide representation during audits and develop long-term tax strategies tailored to specific client needs.
Estate Planning
Our Estate Planning services focus on tax-efficient asset transfer while honoring personal wishes. We work with clients to create comprehensive plans that minimize estate tax burdens for beneficiaries. This includes trust creation, probate law guidance, and complex estate tax return preparation. Our interdisciplinary approach combines tax expertise with legal knowledge for holistic solutions.
Audit Services
We offer three levels of financial statement assurance services. Our audits provide highest assurance for stakeholders, including third-party verification of financial records. Reviews offer limited assurance through analytical procedures, while compilations organize management-provided information. Our audit team includes specialists with advanced degrees in taxation and decades of experience across multiple industries.
Accounting Services
From startups to established businesses, we provide comprehensive accounting services including general ledger maintenance, financial statement preparation, and payroll processing. Our team assists with system setup, cash flow analysis, and benefit plan administration. We serve construction, manufacturing, and real estate clients with industry-specific accounting solutions and tax compliance support.
IRS Representation
We provide professional IRS representation during audits and investigations. With decades of experience in tax controversy matters, our CPAs advocate for clients throughout the audit process. We prepare supporting documentation, communicate with tax authorities, and develop resolution strategies. Our goal is to reduce client stress while ensuring compliance with tax regulations during examination.
People
Kevin B. Taylor
Managing Partner
Managing partner since 1973 with expertise in tax and auditing for diverse industries including construction and nonprofits. Specializes in tax compliance and consulting for closely held entities. Member of multiple professional accounting societies.
Jane B. Pioli
Tax Partner
Tax partner with 35+ years experience handling corporate, trust, and high net worth individual tax matters. Specializes in complex estate and trust taxation for clients in technology and real estate sectors.
Glenn A. Galasso
Audit Manager
Experienced audit manager with 30+ years in accounting and auditing. Holds Masters in Taxation from Bentley University. Provides assurance services to construction and transportation industry clients.
Peter M. Keaveney
Senior Accountant
40+ year veteran handling accounting and tax preparation for construction, auto body shops, and real estate entities. Active member of the Massachusetts Society of CPAs.
Jean Keaveney Tierney
Attorney at Law
Legal professional with 40+ years in estate planning, business incorporation, and probate law. Combines legal expertise with accounting knowledge for integrated client solutions.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, payroll, financial reporting, tax compliance, and business advisory for small businesses across multiple industries.
Do you specialize in any particular industries?
We have extensive experience in construction, manufacturing, real estate, nonprofit organizations, and technology sectors with specialized tax and accounting knowledge.
How can you help with tax planning for high net worth individuals?
Our team specializes in complex estate and trust taxation, minimizing tax liabilities through strategic planning and providing representation during IRS audits.
What audit services are available?
We offer audits, reviews, and compilations with varying assurance levels depending on business needs and stakeholder requirements.
Do you provide IRS representation?
Yes, our CPAs represent clients during IRS audits, preparing documentation and communicating with tax authorities to resolve issues efficiently.
