Business Details
Your Strategic Business Partner in Accounting
At Wald & Company & Company, we believe in the value of relationships and view every client partnership as a strategic alliance. Our commitment to personalized attention stems from decades of combined experience in advanced tax strategies, financial planning, and business consulting. We specialize in delivering tailored solutions for individuals and businesses, including audit services, estate planning, and multi-state tax compliance. Our team of certified professionals leverages cutting-edge technology and continuous education to ensure precision in financial reporting and tax preparation. We prioritize understanding each client's unique business lifecycle to provide actionable insights that drive profitability and long-term success.Our expertise extends to international tax compliance, retirement planning, and business valuation, supported by a proven track record of peer-reviewed excellence. By maintaining intimate knowledge of evolving tax regulations, we help clients navigate complex compliance requirements while minimizing liabilities. Our dedication to quality is reflected in our personalized QuickBooks support, pension plan administration, and forensic accounting services. We serve as trusted advisors to privately held companies, not-for-profits, and high-net-worth individuals, ensuring timely and accurate financial documentation. This unwavering focus on client success has established us as a premier CPA firm in the Quincy, MA area.
Services
Audit Services
Tax Preparation
Business Consulting
Estate Planning
Financial Statements
Retirement Planning
Sales Tax Services
Accounting Software Support
Pension Plan Administration
International Tax Compliance
Highlights and features
- We offer 40+ years of combined CPA experience in complex tax strategies
- Our team maintains advanced certifications in audit and financial planning
- We provide customized QuickBooks support and system implementation
- Specialized expertise in multi-state and international tax compliance
- Proven track record with peer-reviewed quality assurance standards
Associations and certifications
- Peer Review Report
Services
Audit Services
We conduct comprehensive financial audits to provide the highest level of assurance for businesses. Our CPAs examine financial systems and records to ensure accuracy and regulatory compliance. Our audit services help organizations improve operational efficiency while meeting statutory requirements through detailed analysis and reporting.
Tax Preparation
Our firm specializes in accurate tax preparation for individuals and businesses. We handle federal, state, and local tax returns with expertise in complex scenarios including multi-state filings and international tax obligations. Our services include timely submission of corporate, partnership, and individual tax forms with strategic planning considerations.
Business Consulting
We provide tailored business consulting services focusing on profitability analysis and growth strategies. Our consultants help identify operational inefficiencies, develop financial planning models, and implement tax-efficient business structures. Services include entity selection, merger & acquisition support, and succession planning for business owners.
Estate Planning
Our estate planning services focus on minimizing tax liabilities during asset transfer. We help clients create comprehensive plans for business succession, trust establishment, and beneficiary designation. The service includes coordination with legal professionals to ensure proper documentation and compliance with evolving tax regulations for estates and trusts.
International Tax
We assist international businesses expanding into the US market with entity formation and tax compliance. Our services include determining US tax obligations, preparing cross-border tax filings, and coordinating with international accounting networks. We specialize in helping foreign companies establish operations while maintaining compliance with federal and state regulations.
People
John S. Crosby
Principal
Certified Public Accountant with extensive experience in tax strategy and business consulting. Specializes in multi-state tax compliance and financial planning for high-net-worth individuals.
John P. Fahey
Principal
CPA offering expertise in audit services and corporate tax planning. Focuses on financial reporting standards and compliance requirements for privately held companies and non-profits.
John S. Crosby, Jr.
Principal
Specializes in international tax compliance and business valuation services. Provides strategic guidance for companies expanding operations across state and national borders.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including bookkeeping, financial statements, payroll processing, and accounting system implementation for small businesses.
Do you handle multi-state tax compliance?
Yes, we specialize in multi-state tax planning, nexus determination, and compliance filings for businesses operating across state lines.
What tax services are available for individuals?
We offer comprehensive individual tax preparation, retirement planning, estate tax strategies, and IRS audit representation services.
Can you assist with QuickBooks setup and training?
Our certified QuickBooks ProAdvisors provide software setup, customization, and personalized training for businesses of all sizes.
Do you offer international tax services?
Yes, we help international businesses establish US operations, handle cross-border tax compliance, and coordinate with global accounting networks.
Reviews (1)
BeanTown Bob
Oct 17, 2015
Report
CPA's are unique in needing the tools to file tax returns and being able to provide guidance as to the path along the way. At Wald and Company, you will find the best bunch of tax professionals to handle any tax situation. They will be able to guide you in, like an air traffic control tower assists the plane to land. Let them guide your business in for a smooth landing. As the President of Bookkeeper's Corner Inc., I interact with a lot of different CPA firms with various levels of involvement. Wald & Company has always been able to meet my clients needs regardless of the size of the company.
