Tax Planning makes tax compliance stress free. Tax law changes are often adverse to the interests of successful individuals and businesses, and utilizing legally creative ways to minimize the impact of tax rate increases is very important to my clients.
I provide audit services to several different industries ranging from Haelthcare entities; Construction Contractors; Service industries; Qualified Retirement Plans; Real Estate Partnerships; and Non Profit Organizations.
My Non Audit industry coverage is also very broad. I provide Compilation and Review services to Real estate managers and investors; Various Service industries; Restaurants; Medical practices , and Pet Scanning operators.
We can work together to pass on more wealth to your heirs. Recommending the proper trusts as vehicles to transfer wealth is crucial to this process which can also result in generation skipping transfers to save estate taxes on your immediate heir's estates.
Call us at 781-890-3150 with any questions or to schedule an appointment.
Daniel F Friel CPA PC
404 Wyman St
Waltham, MA 02451
Or you may use our contact form.
You can reach us during the following hours:
Mon - Wed : 8:00 to 4:00
Thurs - Fri : 10:00-4:00
I return most emails by days end.
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