Business Details
31 Years
experience
Expert Tax & Accounting Services in Beverly, MA
Established in 1995, Rumery Cathy L CPA provides comprehensive tax and accounting solutions tailored to small businesses, sole proprietors, and individuals. Located in Beverly, Massachusetts, our practice specializes in preparing all types of tax returns, including corporate, partnership, individual, and trust filings. With over three decades of professional experience, including a decade as a tax manager at a regional accounting firm, I bring deep expertise in navigating complex tax regulations and leveraging technology to deliver efficient, accurate services.My educational background includes a Master of Business Administration from the University of Massachusetts at Amherst and a Bachelor of Science in Mathematics from the University of Massachusetts at Lowell. Clients benefit from personalized guidance, timely service, and a commitment to staying current with evolving financial standards and technologies.
Services
Tax Preparation
Accounting Services
Tax Consulting
Financial Planning
Payroll Services
Audit Support
Business Tax Filing
Individual Tax Filing
Trust Tax Services
Accounting System Setup
Details
- Year established: 1995
Highlights and features
- Over 25 years of experience serving small businesses and individuals
- Specializes in tax returns for corporations, partnerships, individuals, and trusts
- Proficient in computer accounting systems implementation and training
- Former tax manager at a regional accounting firm in Massachusetts
- Timely service utilizing advanced technology for accuracy and efficiency
Services
Tax Preparation
Comprehensive preparation of federal and state tax returns for corporations, partnerships, individuals, and trusts. Our service ensures compliance with current regulations while optimizing deductions and credits. Clients receive detailed explanations of filings and proactive advice for future tax planning.
Accounting Services
Full-cycle accounting support including bookkeeping, financial statement preparation, and payroll processing. We implement efficient accounting systems tailored to business needs and provide training to ensure clients can effectively manage their financial operations.
Tax Consulting
Strategic guidance on tax implications for business decisions, including entity selection, retirement planning, and estate tax considerations. Our consulting helps clients minimize liabilities while maintaining compliance with evolving tax laws and regulations.
People
Cathy L. Rumery
Certified Public Accountant
Cathy L. Rumery, CPA, has over 25 years of experience in tax and accounting services. She holds an MBA from the University of Massachusetts at Amherst and a BS in Mathematics from UMass Lowell. Prior to establishing her practice, she served as a tax manager at a regional accounting firm.
Questions
What services does Cathy L. Rumery CPA offer?
We provide tax preparation, accounting services, financial planning, payroll processing, audit support, and tax consulting for small businesses and individuals.
Do you serve clients outside Beverly, MA?
Yes, we serve clients throughout the North Shore of Massachusetts and the Greater Boston area.
Are new clients accepted year-round?
We typically accept new clients, but during peak tax seasons we may temporarily pause new client intake.
