Business Details
39 Years
experience
Expert Tax & Accounting Services in Concord, MA
At Scheid Deignan Brown Deignan Brown, we have dedicated ourselves to providing comprehensive tax and accounting advisory services since 1987. Our team of certified professionals brings decades of combined experience to serve individuals, families, businesses, estates, trusts, and nonprofit organizations. Located in Concord, Massachusetts, we operate from a historic Victorian house built in 1890, reflecting our deep roots in the community. Our expertise spans tax planning and preparation, audits, reviews, compilations, and business advisory services, including specialized guidance for unique financial situations. We prioritize trust, knowledge, and timely service, maintaining longstanding client relationships built on reliability and expertise.As QuickBooks Certified ProAdvisors, we offer tailored software solutions to streamline accounting processes. Our commitment to cybersecurity ensures client data protection through encrypted communications and secure network protocols. With a focus on both technical excellence and personalized service, we help clients navigate complex financial landscapes while safeguarding their assets. Our practice has evolved over 35 years, adapting to changing regulations while maintaining the same dedication to client care that defined our founding. This combination of experience, adaptability, and community connection positions us as trusted advisors for all tax and accounting needs.
Services
Tax Planning
Audits
QuickBooks Support
Estate Tax Services
Business Advisory
Cybersecurity Consulting
Details
- Year established: 1987
Highlights and features
- We offer 35 years of experience in tax and accounting services
- Our team includes certified CPAs with specialized financial expertise
- We implement advanced cybersecurity protections for client data
- We provide personalized QuickBooks software implementation and training
- Our practice combines technical excellence with community-focused service
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial positions through strategic tax-saving approaches. We analyze current financial situations, anticipate future needs, and develop customized plans that comply with evolving tax regulations. With expertise in both personal and corporate taxation, we help clients minimize liabilities while maximizing legitimate deductions and credits.
Audits
We conduct comprehensive financial audits that verify organizational accuracy and regulatory compliance. Our CPAs examine financial statements, assess internal controls, and identify potential risks. This service provides stakeholders with reliable insights into financial health while ensuring adherence to accounting standards and regulatory requirements through detailed reporting and recommendations.
QuickBooks Support
As QuickBooks Certified ProAdvisors, we offer complete software solutions including setup, training, and system conversions. We help businesses implement optimal configurations, transition from other systems, and maximize software efficiency. Our support ensures accurate financial tracking and streamlined accounting operations for both desktop and online platforms.
Estate Tax Services
We specialize in estate and trust tax planning to protect assets across generations. Our services include inheritance tax strategies, trust administration, and succession planning. We help clients navigate complex estate tax regulations while developing customized solutions that align with long-term wealth preservation goals and family needs.
Business Advisory
Our business advisory services cover start-up guidance, operational management, and financial strategy. We assist with business acquisitions, financing options, and growth planning while providing ongoing financial counsel. This comprehensive support helps entrepreneurs and established businesses make informed decisions that drive sustainable success.
People
William E. Scheid
Founder
Founder with extensive CPA experience guiding clients through complex tax matters and financial planning. Specializes in individual and corporate tax solutions.
Richard Brown
Managing Principal
CPA managing principal with expertise in tax strategy and accounting solutions for businesses and individuals. Oversees firm operations and client service delivery.
David Deignan
Managing Principal
CPA managing principal focused on audit services and financial reporting. Provides strategic guidance for organizational financial health assessments.
Tracy Chen
Tax Associate
Tax associate specializing in individual and business tax preparation. Assists with tax planning strategies and compliance matters.
Susan Gorman
Tax & Accounting Associate
MST CPA with specialized expertise in tax and accounting services. Focuses on complex tax situations and financial reporting requirements.
Questions
What tax services do you offer for individuals?
We provide complete individual tax planning and preparation services, including strategy development to minimize liabilities and maximize refunds.
Do you handle business tax requirements?
Yes, we offer corporate tax planning, preparation, and compliance services for all business structures including corporations and partnerships.
What accounting software support is available?
As QuickBooks Certified ProAdvisors, we offer setup, training, and implementation support for both desktop and online versions.
How do you protect client financial data?
We employ advanced cybersecurity measures including network protection, software encryption, and secure email protocols for all client communications.
What estate planning services do you provide?
We offer comprehensive estate tax planning, trust administration, and succession strategies to protect assets across generations.
Are you available for audit services?
Yes, our CPAs conduct financial audits, reviews, and compilations with detailed reporting and strategic recommendations for organizations.
