Business Details
Certified Public Accountants in Newburyport, MA
Fritz DeGuglielmo has been serving clients across New England for nearly five decades, combining deep industry expertise with personalized service. Our team of seasoned Certified Public Accountants brings decades of collective experience in tax advisory, financial planning, and compliance for businesses, individuals, trusts, and nonprofit organizations. We specialize in navigating complex financial landscapes, offering tailored solutions that address the unique challenges faced by for-profit enterprises, nonprofit entities, and government agencies. Our professionals hold licenses in multiple states and maintain rigorous continuing education standards to ensure compliance with federal and state funding requirements. We provide strategic guidance on business succession, organizational structure, and tax-efficient planning while maintaining a steadfast commitment to client education and transparency.Our multidisciplinary approach extends to audit services, internal control evaluations, and payroll solutions through our affiliated service provider. With generational experience spanning tax preparation, estate planning, and litigation support, we position ourselves as trusted advisors who understand both the technical and human aspects of financial management. Our history of peer-reviewed excellence and active involvement in professional organizations underscores our dedication to maintaining the highest standards of practice. We serve as a comprehensive resource for clients seeking to optimize financial outcomes while maintaining strict regulatory compliance across diverse sectors.
Services
Tax Advisory
Audit Services
Estate Planning
Payroll Solutions
Nonprofit Compliance
Highlights and features
- We offer over 40 years of experience in accounting and tax advisory services.
- Our team includes licensed CPAs with expertise in business, individual, and non-profit sectors.
- We provide strategic business succession and organizational structure planning.
- Our professionals maintain rigorous continuing education standards for compliance.
- We offer comprehensive payroll solutions through our affiliated service provider.
Services
Tax Advisory
Our tax advisory services provide strategic guidance for individuals and businesses seeking to optimize their financial position. We specialize in federal and state tax compliance, multi-state planning, and tax-saving strategies tailored to specific client needs. With licensed CPAs across multiple jurisdictions, we ensure comprehensive coverage for complex tax scenarios while maintaining focus on long-term financial optimization.
Audit Services
We deliver comprehensive audit and review services aligned with Government Auditing Standards and Uniform Guidance requirements. Our expertise extends to organizations receiving federal and state funding, including detailed compliance reporting and internal control evaluations. Our team maintains specialized knowledge of nonprofit and governmental financial frameworks to ensure accurate and actionable audit outcomes.
Estate Planning
Our estate planning services combine tax expertise with personalized financial strategy for individuals and trusts. We address complex tax implications of investments, trust administration, and wealth transfer while coordinating with legal professionals to create holistic estate plans that minimize tax burdens and ensure proper asset distribution.
Payroll Solutions
Through our affiliated provider Ritz Payroll Solutions, we offer integrated payroll services that ensure compliance with tax regulations and labor laws. Our solutions include tax filing, wage reporting, and customized payroll processing that seamlessly integrates with our broader accounting and tax advisory services for business clients.
Nonprofit Compliance
We specialize in nonprofit and governmental financial services including federal tax compliance (Forms 990, 990-PF, 990-T), budget development, and Massachusetts Uniform Financial Reporting. Our team provides strategic guidance on planned giving, contract compliance, and internal control systems tailored to the unique requirements of nonprofit organizations.
People
Stephen J. DeGuglielmo
Director
With over 30 years in public accounting, Stephen specializes in tax planning for business owners and nonprofit IRS compliance. Licensed in Massachusetts and Florida, he provides strategic solutions for operational challenges while maintaining focus on client-specific tax optimization strategies.
Daniel E. Schaffner
Managing Member
As managing member with 25+ years of experience, Daniel oversees assurance services and tax strategy for businesses and trusts. A Tulane graduate licensed in three states, he combines national firm experience with local expertise to deliver comprehensive accounting solutions across multiple jurisdictions.
Jeffrey M. Banville
CPA, MBA
Jeff brings specialized tax expertise for nonprofits and trusts, with experience in attestation services. Licensed in Maine and Massachusetts, he focuses on delivering tailored tax solutions while maintaining active involvement in professional accounting organizations to stay current with evolving regulations.
Donna Leo
Assurance Services Manager
With 20+ years in public accounting, Donna specializes in nonprofit and government audits. Her expertise includes HUD filings and SEC operations, supported by memberships in multiple professional accounting societies to ensure compliance with the latest regulatory standards.
Lorri Mahoney
Enrolled Agent
As an IRS-licensed Enrolled Agent, Lorri provides tax representation services and operates our affiliated payroll solutions provider. With 20+ years of experience, she offers integrated payroll and tax services that address both compliance requirements and operational efficiency for business clients.
Questions
What accounting services do you offer for businesses?
We provide tax advisory, audit services, business succession planning, internal control evaluations, and payroll solutions tailored to meet the specific needs of for-profit organizations.
Do you specialize in nonprofit financial services?
Yes, we offer audit services under Government Auditing Standards, federal tax compliance (Forms 990, 990-PF, 990-T), budget development, and internal control systems specifically designed for nonprofit organizations.
What individual tax services are available?
We provide federal and state tax preparation, multi-state planning, retirement planning, estate tax consulting, and tax notice resolution services for individuals and trusts.
Are your professionals licensed Certified Public Accountants?
Yes, our team includes CPAs licensed in Massachusetts, Maine, Florida, New Hampshire, and Texas who maintain continuing education requirements to ensure compliance with current regulations.
Do you offer payroll services through your firm?
We provide integrated payroll solutions through our affiliated company Ritz Payroll Solutions, which handles tax filings and compliance for businesses of all sizes.
