Business Details
9 Years
experience
Trusted Accounting and Tax Services in Worcester, MA
Adam M Beaudry CPA has been delivering comprehensive accounting solutions since 2017, built on over two decades of combined professional experience. Our team of certified public accountants and enrolled agents specializes in tailored tax planning, bookkeeping, and advisory services for small to mid-sized businesses across diverse industries. We prioritize personalized support through customized service packages, quarterly maintenance check-ins, and secure digital document management.Our expertise spans entity structuring, compliance, cash flow analysis, and retirement planning, supported by advanced certifications and memberships in professional organizations like the American Institute of CPAs. We maintain rigorous attention to detail while fostering long-term client relationships grounded in transparency and ethical financial guidance.
Services
Tax Preparation
Bookkeeping
Advisory Services
Payroll Processing
Financial Planning
Details
- Year established: 2017
Highlights and features
- Certified professionals with 20+ combined years of accounting experience
- Customized service packages for unique business requirements
- Specialized expertise across 8+ industry verticals including healthcare and real estate
- Secure digital client portal for document management and communication
- Proactive quarterly maintenance check-ins for ongoing compliance support
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, including multi-state filings and year-end projections. Our certified professionals ensure compliance with federal and state regulations while maximizing deductions. We provide personalized tax planning strategies to optimize financial outcomes for clients across diverse industries.
Bookkeeping
Accurate transaction recording and financial statement preparation using bank and credit card statements. We maintain organized accounting systems, reconcile accounts monthly, and provide quarterly financial reports. Our bookkeeping services ensure reliable financial data for informed business decision-making and audit readiness.
Advisory Services
Customized financial advisory packages covering entity structure, compliance, and cash flow management. We deliver strategic guidance through interactive presentations and actionable implementation plans. Our advisory services focus on improving profitability, optimizing tax deductions, and developing long-term financial strategies for business growth.
Payroll Services
Complete payroll management including tax filings, W-9 collection, and fringe benefit tracking. We ensure compliance with employment tax regulations and maintain accurate payroll records. Our services include payroll audit preparation and customized reporting to streamline wage administration for businesses of all sizes.
Financial Planning
Specialized financial planning covering retirement strategies, estate planning, and cash flow management. We develop personalized plans for business owners and individuals, including self-employed retirement options and tax-efficient wealth transfer strategies. Our planning services integrate with overall accounting and tax management approaches.
People
Adam M. Beaudry
Certified Public Accountant
Founder with 20+ years accounting experience, Massachusetts CPA since 2004. Specializes in business advisory services and tax planning for small businesses. Holds retirement planning certification from AICPA.
Nicole Rawson
Senior Tax Accountant
18+ years public accounting experience, specializing in small business tax services. Member of AICPA with expertise in nonprofit and corporate tax compliance. Graduated from UMass Lowell with accounting degree.
Tara Beaudry
Enrolled Agent
EA licensed in 2024 with 5 years public accounting experience. Former Army administrative specialist, specializes in budgeting education for young adults. Certified QuickBooks Desktop professional.
Christian Rivera
Junior Accountant
Accounting graduate from Worcester State University with 5 years experience. Currently pursuing master's degree in accounting. Specializes in bookkeeping systems and financial statement preparation.
Meaghan Messier
Administrative Assistant
Experienced office manager with business studies background. Ensures smooth daily operations and client service excellence. Manages client communications and internal support systems efficiently.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including bookkeeping, tax preparation, payroll processing, financial planning, and advisory services tailored to small business needs.
How can I submit my tax documents securely?
Documents can be uploaded through our secure Client Center portal or manually scanned during scheduled appointments at our Worcester office.
Do you offer ongoing financial support throughout the year?
Yes, we provide quarterly maintenance check-ins with customized agendas to ensure continuous compliance and financial optimization for your business.
What industries do you specialize in?
We serve healthcare providers, law firms, real estate professionals, technology companies, manufacturers, and other industries with specialized accounting solutions.
How do you handle multi-state tax requirements?
Our team has expertise in multi-state tax preparation and compliance, ensuring proper filings across all jurisdictions where our clients operate.
Videos
Reviews (4)
Chris Campos
Jul 23, 2021
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The entire team at Adam Beaudry went above and beyond to process my taxes. Friendly service, reasonable pricing, and they call you back if you leave a message. Outstanding experience. Thank you all.
Jaime Thorsen
Apr 14, 2021
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If you haven't done your taxes yet and are looking for a great accountant. I highly recommend Adam M. Beaudry, CPA, LLC! Everyone at his office is fantastic, quick to respond and is very efficient. I'm a local Realtor and this time of the year is so crazy and stressful. Thank you for making this a much less stressful process for me!
Todd Peckham
Oct 28, 2020
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I run a small business of my own and Adam supports both my business and personal tax needs. His service cannot be equaled. An absolute professional, as is his staff. Tara, thank you for your support, as well!
Ashley
Jul 19, 2019
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I've had nothing but great experiences with Adam and Tara! They are always friendly and responsive with my questions throughout the year, and especially during tax time. I highly recommended!
