Estate Planning

When we fulfill our role to the best of our abilities in the attest or accounting function, and the tax planning and compliance areas, we can be our "client's quarterback" in the estate planning process. Maximization of wealth transfer to our client's heirs and beneficiaries is a very valuable service where  I believe I have created a great deal of value for my clients.

Call us at 781-890-3150 with any questions or to schedule an appointment.

 

Daniel F Friel CPA PC

404 Wyman St

Suite 380

Waltham, MA 02451

 

Or you may use our contact form.

Office Hours

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.

dan@frielcpapc.com (*New This Year)

 

 

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