Business Details
34 Years
experience
Your Trusted Accounting Partner in Stoneham, MA
David Feeley CPA was established in 1992 with a commitment to delivering personalized accounting and tax services to individuals and businesses. Our founder, David Feeley, prioritizes direct client relationships, ensuring every client receives tailored advice from a dedicated professional. With over 40 years of experience in public accounting, we offer comprehensive services including tax preparation, financial reporting, retirement planning, and IRS representation. Our firm emphasizes transparency, expertise, and long-term client trust, focusing on both present needs and future financial goals. We serve clients in Stoneham, Massachusetts, and surrounding areas, combining local knowledge with national standards of excellence.Our team maintains deep familiarity with evolving tax laws to minimize liabilities and maximize growth opportunities. Clients benefit from direct access to David Feeley himself, avoiding the risk of inexperienced staff handling sensitive financial matters. We specialize in creating customized financial roadmaps, from small business consulting to estate tax planning. Our commitment to education extends to Davids role as an adjunct accounting professor, reinforcing our dedication to industry excellence. For over three decades, we have built a reputation for reliability, professionalism, and client-centric service in the accounting field.
Services
Accounting Services
Tax Preparation
Retirement Planning
IRS Representation
Estate Tax Preparation
Sales Tax Services
Bookkeeping
Tax Planning
Details
- Year established: 1992
Highlights and features
- Personalized service directly from David Feeley, CPA
- 32 years of experience in accounting and tax services
- Direct access to your primary accountant, not junior staff
- Comprehensive services from tax planning to IRS representation
- Local expertise with national certification standards
Associations and certifications
- Massachusetts Society of Certified Public Accountants
- Certified Public Accountants (CPA)
What people say
Very reliable and sound advice
Ask David Feeley first
Services
Accounting Services
We provide GAAP-compliant financial statements for banks and investors, along with custom managerial reports for internal decision-making. Our services ensure accurate financial tracking and compliance for businesses of all sizes. Clients receive tailored reporting solutions that align with their operational needs and growth objectives.
Tax Preparation
Professional preparation and electronic filing of federal, state, and local tax returns at competitive rates. We ensure compliance with current tax laws while optimizing deductions and credits. Our process minimizes errors and maximizes refunds through meticulous documentation and strategic planning.
Retirement Planning
We analyze income and expenses to create personalized retirement strategies, ensuring clients maintain their lifestyle in retirement. Our planning includes investment recommendations and funding techniques tailored to individual goals and timelines, from 10 to 50 years ahead.
IRS Representation
Expert representation before the IRS and state tax authorities, including audit defense and penalty negotiation. We handle complex tax disputes and offer solutions like Offers in Compromise to resolve outstanding liabilities efficiently and discreetly.
Estate Tax Preparation
Specialized preparation of federal and state estate, gift, and trust tax returns. Our services ensure compliance with intricate estate tax regulations while implementing strategies to minimize tax burdens and preserve wealth for future generations.
People
David Feeley
CPA, Founder
David Feeley, CPA with 40+ years of experience, founded the firm in 1992. He holds a Master's in Taxation from Bentley College and teaches accounting at Endicott College. David prioritizes personalized client service and direct engagement with every client.
Questions
What accounting services do you offer?
We provide GAAP financial statements, bookkeeping, tax preparation, retirement planning, and IRS representation for individuals and businesses.
How do you handle tax planning for businesses?
We monitor tax law changes to minimize liabilities, implement compliance systems, and offer strategic filing solutions tailored to business needs.
Can you assist with IRS audits?
Yes, we provide full audit defense, penalty negotiation, and Offers in Compromise to resolve tax disputes efficiently.
What retirement planning options exist?
We analyze income/expense projections and recommend investment strategies to ensure financial security in retirement, customized to your timeline.
Reviews (1)
Dennis M.
Feb 14, 2021
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I have known and worked with David for years and I can tell you his advice and counsel is peerless. His fees are very reasonable and he takes the time for you to understand your options. His work is spot on. My tax returns are perfect, not once had an issue in well over ten years of working with David. I would highly recommend David for those individual and small businesses looking for a CPA for guidance. David's the top of his class.
