Business Details
Your Trusted Accounting Partner in Worcester, MA
Houssan & Ojerholm PC provides a broad range of accounting, reporting, tax, and consulting services tailored to commercial and individual clients. Our team combines national and local accounting firm experience to deliver solutions for complex business matters and individual wealth issues. With professionals who have worked at firms like Arthur Andersen and Alexander, Aronson & Finning, we bring deep expertise in financial reporting, tax compliance, and litigation support. Our services have consistently passed AICPA Peer Reviews, reflecting our commitment to quality and adherence to industry standards. We specialize in audit, review, and compilation services, ensuring timely and accurate financial reporting. Our tax planning and preparation services focus on maximizing efficiency while maintaining compliance with federal and state regulations.In consulting, we address business transactions and individual estate planning needs with strategic insight. Our litigation support extends to expert witness testimony in state and federal courts, backed by decades of combined experience. We are actively involved in the Worcester community through leadership roles in organizations like the Estate and Business Planning Council and the Greater Worcester Community Foundation. Our professionals hold memberships in the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs, underscoring our dedication to excellence and ethical practice.
Services
Financial Reporting
Tax Planning
Business Consulting
Litigation Support
Investment Advisory
Highlights and features
- We offer decades of combined experience from national and local accounting firms.
- Our team has passed all AICPA Peer Reviews for service quality.
- We provide litigation support with federal court expert witness experience.
- Our professionals hold leadership roles in regional business planning councils.
- We maintain affiliations with trusted investment advisory partners like The Ameriflex Group.
Associations and certifications
- American Institute of Certified Public Accountants
- Massachusetts Society of CPAs
Services
Financial Reporting
Our financial reporting services include audit, review, and compilation of financial statements for businesses of all sizes. We ensure compliance with accounting standards and provide timely, accurate reporting tailored to client needs. Our team's experience with AICPA Peer Reviews guarantees high-quality deliverables for informed decision-making.
Tax Planning
We offer comprehensive tax planning and preparation services to optimize tax efficiency while maintaining federal and state compliance. Our strategies address both business and individual tax scenarios, leveraging deep regulatory knowledge to minimize liabilities and maximize returns.
Litigation Support
Our litigation support services include forensic accounting and expert witness testimony in state and federal courts. We provide clear, defensible financial analysis for legal proceedings, drawing on decades of experience in complex litigation matters.
Business Consulting
We consult on business transactions, succession planning, and individual wealth management. Our solutions combine strategic insight with practical execution to help clients achieve long-term financial goals and navigate complex economic challenges.
Investment Advisory
Through our affiliation with The Ameriflex Group, we offer investment advisory services tailored to individual and institutional clients. Our approach focuses on risk management, portfolio diversification, and achieving measurable financial objectives.
People
David Ojerholm
Co-founder and Partner
David co-founded H&O after working at Arthur Andersen. He graduated from Babson College and has extensive litigation support experience, including federal court expert testimony. He serves on multiple community boards and is a member of AICPA and Massachusetts Society of CPAs.
Michael Houssan
Co-founder and Partner
Michael co-founded H&O following his managerial role at Alexander, Aronson & Finning. A graduate of Assumption College, he specializes in audit services for nonprofits and businesses. Recognized as Worcester Business Journal's Top 40 under 40, he is fluent in Arabic and active in community service.
Amy Daniels
CPA
Amy Daniels is a certified public accountant with expertise in financial reporting and tax compliance. She contributes to the firm's audit and consulting services, leveraging her experience in both corporate and nonprofit sectors to deliver tailored solutions for clients.
George Isaac
CPA
George Isaac provides accounting and consulting services with a focus on accuracy and client-specific strategies. His work spans audit, tax preparation, and business advisory, supported by his CPA credentials and commitment to professional excellence.
Fay Kelley
Accounting Professional
Fay Kelley supports the firm's accounting and tax services with attention to detail and regulatory compliance. She works closely with clients to ensure efficient financial reporting and personalized tax planning solutions that align with their business objectives.
Questions
What accounting services do you offer?
We provide audit, review, and compilation services with regional and national firm experience.
Do you handle tax planning for individuals?
Yes, we offer tax consulting and preparation services to maximize efficiency and compliance.
Can you assist with business transactions?
Our consulting services include strategic guidance for business transactions and estate planning.
Are your professionals certified?
All team members are CPAs with affiliations in AICPA and Massachusetts Society of CPAs.
Do you provide litigation support?
Yes, we offer expert witness testimony in state and federal court litigation matters.
