DiNatale, CPA+

Business Details

28 Years

experience

Trusted Accounting Services in Stoneham, MA

At DiNatale, CPA+, we have dedicated ourselves to building enduring client relationships since our founding in 1998. As a boutique accounting firm, we prioritize personalized service, understanding that our clients' success directly reflects our own. Our expertise spans individual and business tax preparation, financial planning, and strategic advisory services, catering to clients with diverse needs ranging from single taxpayers to multi-million-dollar enterprises. We distinguish ourselves through our commitment to being accessible advocates for our clients, offering tailored strategies to navigate complex tax codes and financial decisions.

Our team's extensive experience, including work with international tax returns and multi-state filings, ensures comprehensive support for our clients' evolving needs. By maintaining a small-firm approach, we guarantee continuity in service, with the same dedicated professionals handling your accounts year after year. Our mission remains focused on delivering top-quality accounting services while fostering trust through transparency, responsiveness, and a deep understanding of both personal and business financial landscapes.

Services

Tax Preparation Financial Planning Bookkeeping Services Tax Advisory Networking Services

Details

Year established: 1998

Highlights and features

We offer personalized accounting services tailored to individual client needs
Our team has over 25 years of experience serving diverse client portfolios
We maintain continuity with dedicated professionals handling your accounts
We provide expertise in complex tax situations including international returns
Our boutique approach ensures direct access to senior professionals

Associations and certifications

Certified Public Accountants (CPA)

What people say

Honest and knowledgeable Proactive and organized Quick to respond Professional and impressive Enjoyable and simple

Website

Update Listing

Services

Tax Preparation

We prepare individual and business tax returns with personalized attention to complex situations including rental properties, stock options, and multi-state filings. Our expertise covers returns for 20+ states and international tax requirements. We focus on maximizing deductions while ensuring compliance with evolving tax regulations.

Business Advisory

We provide strategic guidance for businesses of all sizes, including financial planning, profitability consulting, and accounting system design. Our services include compiled financial statements and tailored business planning to help owners focus on core operations while we handle financial complexities.

Bookkeeping Services

We offer comprehensive bookkeeping solutions that maintain accurate financial records and support business decision-making. Our services ensure organized financial tracking, timely reporting, and preparation of necessary documentation for tax and regulatory requirements.

Financial Planning

We develop customized financial strategies to help individuals and businesses optimize their financial position. Our planning considers tax implications, investment strategies, and long-term financial goals while adapting to changing personal and business circumstances.

Networking Services

We facilitate valuable business connections through our diverse client network. Our clients benefit from strategic introductions that support business growth while maintaining our core accounting and advisory services.

People

Nicholas DiNatale

CPA

Founder of DiNatale, CPA+ with over 25 years of experience, Nicholas focuses on building client relationships and providing personalized accounting solutions. He ensures clients receive expert tax and financial guidance while maintaining accessibility and responsiveness.

Debbie Squeri

Client Service Professional

Debbie manages client operations and oversees service delivery. With extensive experience in accounting services, she ensures clients receive consistent support and coordinates the team to maintain high service standards for all client needs.

Questions

What accounting services do you offer for individuals?

We provide comprehensive tax preparation, financial planning, and advisory services for individuals with complex financial situations including rental properties, stock options, and multi-state filings.

How do you support business clients?

We offer business tax returns, bookkeeping, financial planning, and strategic advisory services for corporations, LLCs, partnerships, and non-profits of all sizes.

What makes your firm different from larger accounting firms?

Our boutique approach allows personalized service with direct access to senior professionals while maintaining the expertise of larger firms.

Do you handle international tax requirements?

Yes, we prepare Canadian and Australian tax returns and have experience with various international tax situations.

Reviews (6)

Write a Review

Jason M.

Mar 26, 2022 Report

I've been working with Nick and his team for years. He has helped us with taxes, planning, and financial advice through different stages of life. He and his team are thoughtful, effective, concise, and all around pleasant to work with. I recommend them every chance I get.

Girard M.

Dec 12, 2021 Report

I had a productive and informative meeting with Nicholas. I went in seeking to hire his company to assist me in changing my business to a S-Corp. Long story short, Nicholas sat down with me, listened and then provided detailed advice on why my business was not currently where it needed to be for an S-Corp to make financial sense. The reasonings made total sense and was authentic. Though we did not move forward, I offered to pay for his time and advice, he kindly declined it was not necessary. As a business owner myself I said I would pay him back by making sure others knew of our interaction. Thank you and look forward to working with you in the future!

D. K.

Sep 05, 2021 Report

I have been using Nick's services for many years, both for my business and personal taxes. Nick is always responsive and professional, as is his staff.

Scott M.

Jun 12, 2019 Report

Answered my complicated tax question quickly and expertly. Were generous with their time, prioritizing their service to me over their fee.

Thomas S.

Apr 22, 2019 Report

We researched extensively probably half a dozen CPAs before switching to Nick from our previous CPA. Nick and his staff are very responsive and organized. Nick has been very accessible over the phone and email and has patiently and thoroughly answered every question that has come up. His prices have also been quite reasonable. The default tax preparation workflow is mostly over mail and involves filling out a lengthy questionnaire, but the end result justifies the effort.

Tina L.

Mar 26, 2019 Report

Very nice and humble guy. This is my first year working with him. Everything was pleasant and organize. He gave helpful suggestion throughout the year. Filing process is neat and easy. Go to him to save some time and make your money worth while.