Business Details
Your Trusted Accounting Partner in Burlington, MA
Caras & Shulman, PC has served privately-owned companies and their owners for over four decades, delivering uncompromising accounting, auditing, and tax advisory services. Our firm functions as an extension of client management teams, combining technical expertise with strategic insight to address business challenges. We prioritize personalized service, executive-level supervision of all engagements, and a commitment to quality that extends beyond technical accuracy to value-added solutions.Our core values of integrity, responsiveness, and growth guide every client interaction, ensuring tailored financial strategies that align with individual business goals. With specialized expertise in employee benefit audits, dental/healthcare consulting, and retirement planning, we bridge the gap between small-firm personalization and large-firm capabilities.
Services
Employee Benefit Audits
Dental Consulting
Retirement Planning
Tax Advisory
M&A Advisory
Virtual Bookkeeping
Healthcare Consulting
Highlights and features
- We have over 40 years of experience in accounting and consulting for privately-owned businesses
- Our team combines CPA expertise with industry-specific knowledge in dental and healthcare sectors
- We provide executive-level supervision for all audit and financial statement engagements
- Specialized retirement plan design and compliance services tailored to business needs
- Proven track record helping clients navigate mergers, acquisitions, and tax optimization
Services
Audit & Financial Statement Services
Our audit and financial statement services provide tailored assurance solutions for privately-owned businesses. We offer three engagement levels - audits, reviews, and compilations - with executive-level supervision ensuring technical accuracy and regulatory compliance. Our CPAs deliver actionable insights through detailed financial analysis while maintaining strict adherence to U.S. GAAP standards.
Employee Benefit Audits
Specialized audit services for retirement plans including 401(k)s and pension plans. We ensure compliance with DOL requirements while optimizing benefits strategy through plan design, tax optimization, and regulatory reporting. Our team manages IRS/DOL interactions and implements customized compliance frameworks for employers.
Dental/Healthcare Consulting
Industry-specific consulting for dental and healthcare professionals covering practice valuation, financial planning, and operational optimization. We provide transition planning, management studies, and tax strategies tailored to medical practices, combining sector expertise with comprehensive business advisory services.
Retirement Planning
Customized retirement plan design and administration services including 401(k)s, profit sharing plans, and defined benefit schemes. We handle plan implementation, compliance testing, and employee communication while integrating tax optimization strategies for business owners and their employees.
Tax Advisory Services
Comprehensive tax planning and compliance services for corporations and individuals. Our experts optimize tax positions through strategic planning, merger/acquisition tax analysis, and estate planning while maintaining full regulatory compliance. We represent clients before federal and state tax authorities when needed.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including financial statement preparation, bookkeeping, payroll processing, and tax compliance tailored to privately-owned businesses.
Do you specialize in any particular industries?
Yes, we have deep expertise in dental and healthcare sectors, along with general services for privately-owned companies across various industries.
How do you handle retirement plan audits?
We perform DOL-compliant audits for 401(k) and pension plans, including Form 5500 preparation, compliance testing, and IRS audit representation.
What sets your firm apart from other accounting practices?
Our combination of 40+ years' experience, executive-level engagement oversight, and industry-specific expertise delivers personalized service with big-firm capabilities.
Can you assist with business succession planning?
Yes, we offer comprehensive succession planning including ownership transfers, estate planning, and merger/acquisition advisory services for business owners.
