Business Details
42 Years
experience
Trusted Accounting & Business Advisory Services in Burlington, MA
Since 1984, Adler Blanchard & Associates has built a reputation as a trusted accounting and business advisory firm, combining the personalized attention of a small practice with the expertise of a large firm. Our approach centers on developing long-term client relationships through consistent, informed service delivered by partner-led teams. With decades of collective experience, we provide tailored tax, financial, and strategic advisory solutions across industries including real estate, construction, nonprofits, and family-owned businesses.Our commitment to technological innovation ensures clients receive forward-thinking insights, while our deep community involvement reflects our dedication to the regions we serve. We maintain an active role in client success through every stage of growth, from startup guidance to complex merger transactions.
Services
Business Tax Planning
Audit Services
Nonprofit Tax Services
Business Valuation
Acting CFO Services
Succession Planning
Family Business Services
Cost Segregation Studies
Corporate Finance
Employee Benefit Consulting
Details
- Year established: 1984
Highlights and features
- We offer over 30 years of public accounting experience through partner-led client relationships
- Our team provides specialized expertise in nonprofit tax services and business valuation
- We maintain active involvement in client financial strategy through all business lifecycle stages
- Our technological capabilities support forward-thinking financial planning and analysis
- We serve as trusted advisors to construction, real estate, and family-owned business sectors
Services
Business Tax Planning
Our business tax planning services combine strategic foresight with regulatory expertise to optimize clients' financial positions. We help companies navigate complex federal, state, and local tax requirements while identifying legitimate savings opportunities. Our proactive approach ensures tax compliance remains aligned with broader business objectives through ongoing consultation and scenario analysis.
Audit Services
We provide comprehensive audit, review, and compilation services for organizations across multiple industries. Our team ensures financial statements meet all regulatory requirements while delivering actionable insights to improve operational efficiency. Specialized expertise in nonprofit and for-profit audits supports organizations seeking transparent financial reporting and compliance assurance.
Nonprofit Tax Services
Tailored solutions for tax-exempt organizations include compliance filings, grant reporting, and financial management systems. Our specialists understand the unique regulatory environment facing nonprofits and provide strategic guidance on fund accounting, donor restrictions, and governance best practices to maintain compliance while maximizing impact.
Business Valuation
Certified valuation analysts deliver accurate business assessments for mergers, acquisitions, and succession planning. Our methodology incorporates industry-specific metrics and market analysis to determine fair market value. This service supports strategic decision-making for business owners and investors seeking objective financial evaluations.
Acting CFO Services
We provide experienced financial leadership to organizations requiring temporary or part-time chief financial officer support. Our professionals implement robust financial controls, manage capital integration, and develop cash flow strategies. This service bridges gaps during transitions while maintaining continuity in financial operations and strategic planning.
People
Carl Blanchard
Partner
With over 30 years in public accounting, Carl specializes in income taxation and business valuation. As a Certified Valuation Analyst, he serves diverse industries while maintaining active community roles including Treasurer of the Burlington Area Chamber of Commerce.
Scott Adler
Partner
Scott brings 25 years of experience advising real estate, construction, and restaurant businesses. He focuses on wealth management and serves as Treasurer for the Francis Ouimet Scholarship Fund, combining professional expertise with community engagement.
Joe Morasse
Partner
Joe has 15 years of accounting experience specializing in nonprofit audits and tax services. He maintains technical expertise in evolving accounting standards and provides strategic financial consulting to organizations in real estate and manufacturing sectors.
Questions
What industries do you specialize in?
We specialize in serving real estate, construction, nonprofit organizations, family-owned businesses, and high-net-worth individuals with tailored accounting and advisory solutions.
How long have you been providing accounting services?
Our firm has delivered accounting services since 1984, maintaining a partner-led approach to client relationships throughout our 40-year history.
Do you offer business valuation services?
Yes, we provide certified business valuation services through our specialized team, including support for mergers, acquisitions, and succession planning.
What sets your firm apart from other accounting practices?
We combine personalized service with technical expertise, maintaining active involvement in client financial strategy while emphasizing continuity through partner-led teams.
