D. F. BREEN, LLC
22 Corey Street, Suite 201
Melrose, MA 02176
Telephone: (781) 979-0086
Fax: (781) 979-0095
Member of:
American Institute of Certified Public Accountants
AICPA PCPS – Alliance for CPA Firms
Massachusetts Society of Certified Public Accountants
New Hampshire Society of Certified Public Accountants
Greater Boston Chamber of Commerce
Charlestown Business Association
Downtown North Business Association
Last Updated January 12, 2010
Our Services
Tax Services
The taxation area has been continually changing over the past
several years, and will over the coming years, at both the federal and state
levels. More and more, individuals and small business owners are finding that
they need professional expertise to handle their tax needs. We provide tax
return preparation and tax planning services for individuals, corporations,
partnerships (including LLC & LLP), trusts and estates, not-for-profit organizations,
as well as estate and gift tax returns. Working together with clients and
their other advisors, we can help to structure transactions to take advantage
of the laws that are in place and minimize tax effects as much as possible.
Case by case analysis determines the specific course to be taken, however,
in our experience, we have also found that holding off on a transaction until
the following tax year can sometimes be the most beneficial course of action.
Accounting and Auditing Services
We provide audit, review and compilation services to privately
held companies and not-for-profit organizations. Typically, these services
are needed for financial reporting to a lender, state agency, or for board
reporting. For clients’ internal management purposes, we also perform limited
scope agreed upon procedures, if there are specific concerns that do not require
a full financial statement audit. We can also provide advice to clients in
generating monthly or quarterly internal financial statements and analyses.
Management and Consulting Services
As certified public accountants, we have high level of understanding
of both our clients’ finances and their business. This puts us in an excellent
position to go above and beyond accounting and tax preparation. We can assist
in budgeting, forecasting, loan analysis and loan request packages, business
acquisitions and sales, and succession planning. We also perform systems reviews
and can make recommendations on enhancements to procedures and controls.
Estate Planning
Clients work to be successful and build wealth. We hope to be
partners in that process. A critical part is planning for transfers to succeeding
generations. Estate and gift tax laws have become exceedingly complex at both
the federal and state levels. Many existing estate plans will no longer work
as intended with the new laws. For both new plans and plans that need updating,
we work with clients’ advisors to be sure that the personal and family goals
are met, while minimizing the tax impact.
