Business Details
34 Years
experience
Your Trusted Partner for Accounting Solutions in Woburn, MA
Since 1992, Kirk & Kirk CPA's, CPAs, PC has provided comprehensive tax and financial services to individuals and businesses of all sizes. Founded by brothers Edward and Fred Kirk, our firm was established to address the unmet needs of smaller businesses seeking personalized accounting solutions. Nancy McDonald, a CPA and Certified Financial Planner with a Master of Science in Taxation, joined in 1993, strengthening our expertise.We specialize in tailoring accounting, tax planning, and business consulting services to each client's unique requirements while maintaining adaptability to evolving tax regulations. Our commitment to integrity, client-focused service, and secure digital solutions like LeapFILE has sustained our growth and reputation in Woburn, MA.
Services
Tax Planning & Preparation
Accounting Services
Business Consulting
Secure File Transfer
Financial Consulting
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of specialized tax expertise since 1992
- Our team includes Certified Public Accountants and Financial Planners
- We provide tailored solutions for businesses of all sizes
- Our secure LeapFILE portal ensures encrypted document transfers
- We maintain adaptive knowledge of evolving tax regulations
Associations and certifications
- CPA
- CFP
Services
Tax Planning & Preparation
Our expert CPAs provide comprehensive tax planning and preparation services tailored to individual and business needs. We stay current with evolving tax laws to maximize deductions while ensuring compliance. Clients benefit from personalized strategies that optimize financial outcomes through proactive planning and accurate filing.
Accounting Services
We deliver customized accounting solutions for businesses of all sizes, including bookkeeping, financial statement preparation, and payroll processing. Our services ensure accurate financial reporting and regulatory compliance. Clients receive actionable insights to improve financial management and operational efficiency through detailed record-keeping and analysis.
Business Consulting
Our business consulting services focus on strategic financial planning, cash flow management, and growth strategies. We help businesses navigate complex financial decisions with data-driven recommendations. Clients gain access to expert guidance on tax implications, operational efficiency, and long-term financial sustainability tailored to their industry needs.
Secure File Transfer
LeapFILE provides encrypted document transfer for secure tax and financial information exchange. This service ensures client data protection through advanced encryption protocols. Users can safely share sensitive documents like tax forms and financial statements with our team through an intuitive online portal.
Financial Consulting
Our financial consulting services combine tax expertise with investment strategy guidance. Certified professionals help clients achieve financial goals through retirement planning, estate strategies, and risk management. We provide comprehensive analysis of financial situations to develop personalized wealth preservation and growth plans.
People
Edward Kirk
Founder
Co-founder with over 30 years of accounting experience, Edward Kirk established the firm to provide personalized service to small businesses. His expertise in tax law and client-focused approach drive our commitment to excellence.
Fred Kirk
Founder
Co-founder Fred Kirk brings extensive accounting firm experience to our practice. His vision for accessible financial services shaped our tailored approach to client needs while maintaining rigorous professional standards.
Nancy McDonald
CPA, CFP
Certified Public Accountant and Financial Planner with a Master of Science in Taxation. Nancy joined in 1993, specializing in complex tax strategies and financial planning. Her credentials enhance our ability to provide comprehensive financial solutions.
Questions
Why should I hire a CPA instead of a tax preparer?
CPAs have advanced credentials and ongoing education requirements. We provide comprehensive tax strategies beyond basic preparation, including audit representation and complex financial planning services.
What services do you offer for small businesses?
We provide accounting, tax planning, payroll processing, and business consulting services tailored to small businesses. Our solutions help with financial management, compliance, and growth strategies.
How can I securely send documents to your office?
Use our LeapFILE portal for encrypted document transfer. This secure system allows safe sharing of tax documents and financial records with our team through encrypted file transmission.
What are your office hours?
We are available Monday through Friday from 9:00 AM to 4:00 PM Eastern Time. Appointments can be scheduled by phone during these hours for in-person or virtual consultations.
How do you handle tax return requests?
For security reasons, we require phone verification for tax return requests. This protects your identity and ensures sensitive documents are only released to authorized individuals.
Reviews (4)
Zach D.
Mar 12, 2019
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I'm actually quite surprised to see the other review here as my experience couldn't have been more opposite. With Kirk and Kirk, my taxes have never been late or anything less than smooth in the process. Realistically, I'm not sure some people understand what goes into Taxes and Tax season and perhaps this sparks some of the general confusion here. Imagine being a mechanic but every car you service that year is to be done within a 30-day window. We're asking tax preparers to do the impossible, and Kirk and Kirk gets it done without a problem time after time
Cory B.
Feb 26, 2014
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Kirk & Kirk has been the firm that my family has used for years. I send my tax information in early, and usually receive a friendly phone call within a few days to a week to confirm some items. My taxes returns are then prepared and directly deposited into my account in a timely manner. Please be warned that they do charge a competitive fee for the area, but it is worth the service that you get. I highly recommend Kirk & Kirk!
J. S.
Mar 01, 2013
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I Have used Kirk and Kirk for many years and have always been happy with them. They are friendly, and will do everything possible to make tax time easy and prepared in a timely fashion. i would (and do) recommend them to everyone who needs an accountant or tax preparation!
L. M.
Mar 30, 2011
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Avoid this CPA firm at all costs. I have been with them for several years, and they have NEVER completed my taxes on time, despite having all documentation over a month in advance (and well before their requested date for submission). Countless unnecessary extensions each and every year. They don't answer emails or phone calls. Fred Kirk is particularly rude. Not sure what his problem is, but this is the most unprofessional business that I have ever dealt with. I gave them the benefit of the doubt for several years, but no more. My patience has totally run out. Save yourself the aggravation and steer clear!
