At Kennedy & Fitzgerald, we provide the accounting and tax solutions our clients need, so they can confidently focus on what matters most to them.

We design, guide and implement accounting, tax and business strategies for closely held companies and business owners. From startups to large multi-state operations, we provide support in a wide variety of roles, ranging from bookkeeper to outsourced CFO, tax adviser and preparer, audit representative, succession planner, general business adviser, and more.

 
 

Our Services

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Tax Compliance and Planning

  • Corporate and partnership tax

  • Individual tax

  • Estate, gift and trust tax

  • State and local income tax

  • Sales and use tax

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Accounting

  • Reviews and compilations

  • Financial statement preparation

  • Monthly accounting, bookkeeping and support

  • QuickBooks training and support

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Business advisory

  • Mergers, sales and acquisitions

  • Litigation support

  • Entity selection for startups

  • Budgeting and cash flow consulting

  • Business succession planning

 
 

Rest assured, in all capacities, our team is committed to providing you with proactive, personalized solutions, so you know what’s happening, why and when.