Business Details
Trusted Tax and Accounting Services in Massachusetts
Harvey & Martin, PLLC is a premier small Certified Public Accounting (CPA) firm serving clients across New England. Established with a commitment to quality, timeliness, and professionalism, we specialize in accounting, tax planning, and financial consulting services for privately-held businesses, family-owned enterprises, and high-net-worth individuals. Our team combines technical expertise with personalized service to deliver tailored solutions that align with client goals. As active participants in the AICPA Peer Review Program and members of the AICPA Employee Benefit Plan Audit Quality Center, we uphold rigorous standards of excellence. Founded by Richard G. Harvey and James A. Martin, Jr., our firm continues to prioritize client-centric values while adapting to evolving financial landscapes.With offices in North Andover and Gloucester, Massachusetts, and Plymouth, New Hampshire, we serve diverse industries while maintaining a reputation for integrity and reliability. Our managing partners and team of CPAs bring decades of collective experience, ensuring clients receive insightful guidance backed by deep expertise. We emphasize innovation in tax and financial planning, helping clients navigate complex regulatory environments and achieve long-term success. By fostering trust and transparency, we aim to be recognized as a leader in delivering high-quality accounting services that meet the unique needs of our clientele.
Services
Accounting & Auditing
Tax Planning
Business Consulting
401(k) Plan Audits
Gift & Estate Tax Planning
Highlights and features
- We are a premier CPA firm with decades of experience serving New England businesses.
- Our team combines technical expertise with personalized, client-focused service.
- We specialize in innovative tax and financial planning for complex client needs.
- Active participation in AICPA quality assurance programs ensures rigorous standards.
- Multi-location presence in Massachusetts and New Hampshire enhances client accessibility.
Associations and certifications
- AICPA Peer Review Program
- AICPA Employee Benefit Plan Audit Quality Center
Services
Accounting & Auditing
Our firm provides comprehensive accounting and auditing services, including financial statement preparation, reviews, and audits. We ensure compliance with industry standards while delivering accurate, transparent financial reporting. Businesses and individuals trust our team to maintain their financial integrity and meet regulatory requirements.
Tax Planning
We offer strategic tax planning for individuals and businesses, focusing on minimizing liabilities while maximizing savings. Services include business tax planning, gift and estate tax strategies, and audit support. Our expertise helps clients navigate complex tax codes with confidence and compliance.
Business Consulting
Our consulting services guide business decisions on entity structure, operational efficiency, and internal controls. We provide QuickBooks implementation and training, helping organizations streamline financial processes and improve long-term performance through data-driven insights.
401(k) Plan Audits
We specialize in 401(k) plan audits, ensuring retirement programs meet federal requirements. Our team conducts thorough reviews of plan documentation, investment offerings, and participant data to maintain compliance and protect employer and employee interests.
Gift & Estate Tax Planning
Our professionals assist high-net-worth clients with gift and estate tax planning to preserve wealth across generations. We develop customized strategies that address tax implications, legal requirements, and family financial goals while maintaining regulatory compliance.
People
Jodi A. Anselmo
Managing Partner
Jodi A. Anselmo, CPA, leads Harvey & Martin as Managing Partner, overseeing daily operations and client relationships. With extensive experience in accounting and tax services, she ensures the firm delivers high-quality, tailored solutions to businesses and individuals.
Bernie Hoar
Partner
Bernie Hoar, CPA, contributes expertise in accounting and tax consulting, working closely with clients to develop financial strategies. His focus on personalized service and technical excellence helps businesses navigate complex regulatory environments effectively.
Kathleen P. Melia
Partner
Kathleen P. Melia, CPA, specializes in audit and consulting services, supporting clients with financial reporting and compliance. Her dedication to client success and industry knowledge strengthens the firm's commitment to delivering reliable accounting solutions.
Kevin Brosnan
Manager
Kevin Brosnan, CPA, MST, manages accounting and tax projects, leveraging his technical expertise to provide strategic advice. He focuses on helping businesses optimize financial processes and maintain compliance with evolving tax regulations.
Christopher J. Boisselle
Senior Accountant
Christopher J. Boisselle serves as Senior Accountant, handling tax preparation and financial reporting for individuals and businesses. His attention to detail and commitment to accuracy ensure clients receive precise, actionable financial information.
Questions
What accounting services do you offer?
We provide full-service accounting, including audits, financial statement preparation, review and compilation services, and 401(k) plan audits for businesses and individuals.
Do you specialize in tax planning for businesses?
Yes, we offer business tax planning, entity selection guidance, and compliance services tailored to the specific needs of privately-held companies and family-owned businesses.
Where are your offices located?
We have offices in North Andover, MA; Gloucester, MA; and Plymouth, NH, serving clients throughout New England with in-person and remote support options.
Can you help with QuickBooks implementation?
Yes, our team provides QuickBooks setup, training, and ongoing support to help businesses efficiently manage their accounting processes and financial data.
How long does tax preparation take?
Timelines vary based on complexity, but we prioritize timely service, ensuring accurate tax filings while meeting deadlines for individual and corporate clients.
Do you handle estate and gift tax planning?
Yes, we assist high-net-worth individuals with estate and gift tax strategies, helping preserve wealth across generations while ensuring compliance with current tax laws.
