Written by Super User
Category: Uncategorised
Hits: 2275

Thank you for visiting our site. 

820 Turnpike Street, Suite 203

North Andover, MA  01845

Phone:  (978) 725-9400,  Fax:  (978) 557-0746


p>

Written by Super User
Category: Uncategorised
Hits: 3327

Flaherty & Company will add value to your organization, be it through saving you money, making you money, or introducing you to a better way of operating. Most importantly, Flaherty & Company will always be working on your behalf 100% of the time.

Flaherty & Company is a proactive firm and responds to our client’s needs in a timely and efficient manner. Our size allows us to provide all our clients with the personal attention one would expect from a high end provider of financial and tax services.

Tax Planning and Compliance: Our professional team is dedicated to providing superior client service by remaining current on new tax laws and current legislation enabling us to identify the correct strategy for our clients to follow to minimize their tax liabilities. Our team has expertise in dealing with High Net Worth Individuals, Family Groups, Estates, Trusts & Gifts, Partnerships, S Corporations, C Corporations, LLC’s and LLP’s as well as with non-profit organizations. 

Flaherty & Company will be sure to inform you exactly what is expected of you in terms of deadlines and paperwork to be filed in order to avoid any governmental fines or penalties. We will offer you advice on how best to manage your tax liabilities and we will take the initiative to ensure you are in the best possible position relative to government compliance.

Accounting Services: Our team can provide your organization with expert assistance in the financial management of your organization or with your personal dealings, identify effective internal controls to manage cost, review current accounting practices and recommend and help implement best accounting practices. 

Flaherty & Company cannot just do the work that you ask us to do. We can and will go above and beyond that and identify opportunities to improve the information flow on finances for you or your organization. Based on our expertise, we can provide for you proactive advice regarding growth opportunities for you or your organization and strategies and best practices to improve operational efficiency and productivity. 

Business Consulting: Flaherty & Company can help improve your organization’s performance by analyzing existing business practices and providing objective advice and recommendations to help develop strategies for organizational improvements. Our team is also able to analyze your organization’s business flow and to identify potential revenue opportunities and to also assist in identifying key personnel improvements that will lead to improved employee satisfaction and higher retention rates.

 

 
Written by Super User
Category: Uncategorised
Hits: 2852

Think the term “tax” only applies to work performed prior to and around the April 15th deadline?  Think again. Tax laws are numerous and ever-changing.  In order to navigate them legally and intelligently, taxpayers need experienced and highly motivated tax professionals. At Flaherty & Company, LLC, our professional team continuously monitors the federal, state and local regulatory environment to maintain the most current knowledge base possible so that we may serve our clients in the most effective manner. 

At Flaherty & Company, LLC, we believe that this knowledge base combined with our commitment to the success of each of our clients allows us to consistently provide the highest levels of tax planning assistance. Our commitment to our clients is a year-long responsibility that is our highest priority. We maintain close, personal relationships with each of our clients and as a result, we’ve earned our reputation as a trustworthy, reliable resource for all your business and individual tax needs.

Government entities will follow the path of least resistance in collecting taxes. Those who are not well represented will be required to pay a tax burden well beyond their level of responsibility. Flaherty & Company’s goal is to identify the correct strategy for each of our clients to follow to minimize their tax liabilities. To find the correct strategy, we offer a variety of tax solutions for both businesses and individuals. Please contact us so that we may find the most optimal tax solution for you or for your business. 

Corporate clients and high-net-worth individuals rely on Flaherty & Company for a variety of advisory and representative roles, including:

•Individual tax planning

•Business and tax planning for Subchapter S corporations and partnerships

•Multistate tax planning

•Property tax and sales tax issues

•International tax planning

 

Written by Super User
Category: Uncategorised
Hits: 2473

WELCOME TO FLAHERTY & COMPANY, LLC

Flaherty & Company, LLC is an experienced certified public accounting firm specializing in providing tax, accounting and business consulting services designed to maximize wealth creation and minimize tax and debt burdens. Our firm represents a wide range of clients from high net worth individuals and family groups to individuals unfamiliar with how best to navigate life changing personal events and from established multi-national companies to companies in their start-up phase. Founded in 1999, Flaherty & Company, LLC has established a reputation for being among the leaders in its field by following these guiding principles:

  • Meet and exceed client expectations by providing the highest level of business & tax counsel.

  • Develop trusting relationships with all of our clients based on integrity and a willingness to listen to our clients and communicate frequently and honestly with them.

  • Do everything possible to hire, develop and retain the best possible team.

We are a proactive firm and respond to our client's needs in a timely and efficient manner. Our size allows us to provide all our clients with the personal attention you deserve. Employees of the firm are members of the Massachusetts Society for CPA's and the American Institute of Certified Public Accountants (AICPA)

Susan's head shot (2)Susan A. Flaherty, CPA 
President and Founder
Susan has more than 30 years of experience in the financial services field including 8 years as an associate with Deloitte and Touche, LLP. Susan began her career with The Shawmut Bank Corporation in their commercial lending program eventually rising to the level where she was responsible for a large client base of high net worth individuals in her role as a Personal Private Banker. During her time at Deloitte and Touche, LLP, Susan developed a level of expertise in the areas of tax matters affecting high net worth individuals, partnerships and small to mid-size corporations eventually rising to the level of manager before the founding of Flaherty & Company. Susan received her BA in Economics from Boston College and an MBA with an Accounting Specialization from Northeastern University.


Doris' head shot (2)Doris D. Perez
Senior Associate
Doris has been a member of the Flaherty & Company team since 2003. She is dedicated to helping our clients achieve personal and business success by creating opportunities to deliver value added services and she is involved in all aspects of the client experience from the initial engagement process to the preparation and review of tax returns and accounting services. Doris received her BA in Accounting from Merrimack and is an Enrolled Agent practicing before the Internal Revenue Service. She also has been recognized as a Tax Consultant by the National Tax Training Institute.




Michael's head shot (2)Michael Flaherty
Managing Director and Vice President of Business Development
Michael oversees the continued development of daily operations and practice management. Michael is also a principal in The Compass Management Group, LLC, a business consulting firm specializing in executive advisement. Prior to his role at Flaherty & Company, Michael held roles as the Chief Operating Officer for the Greater Nashua Mental Health Center, the Executive Director of Wingate at Andover, Director of Budgeting and Planning for McLean Hospital and as a Senior Financial Consultant for the Genesis Healthcare Corporation. Michael received his BA in Speech Communications from Boston College, an MBA and an MHA from Suffolk University and a Graduate Certificate in Comparative Public Health Policy from the Institute of Public Administration at Trinity University in Dublin, Ireland.


Vicki's head shot (2)
Vicki Aberle

Administration
Vicki does just about everything in the office except practice accounting. She answers the phone, schedules appointments and generally keeps the office running smoothly. Vicki has been a member of the Flaherty & Company team since 2011.







 

Written by Super User
Category: Uncategorised
Hits: 4128

“Money is good for nothing unless you know the value of it by experience”  – PT Barnum