professional consultations

Boston's Trusted
CPA Firm for Personal
& Business Success

We are a boutique CPA firm dedicated to maximizing financial outcomes for businesses and individuals seeking strategic tax, accounting and finance solutions.

Free Consultation

Let’s discuss your needs and how we can be of help! 

    SERVING NEW ENGLAND

    We Deliver Comprehensive
    Accounting and Financial Solutions

    Individual Financial Solutions

    Personal financial solutions tailored to optimize your tax position, secure your retirement, and financially protect your legacy.

    Business Financial Services

    Business services designed to minimize tax liabilities, maintain accurate financial records, and streamline operations.

    Specialized Financial Services

    Tailored financial strategies and expert guidance to address unique business challenges and opportunities in niche markets.

    Free Financial Tools

    Empower Your Financial Decisions

    Access our comprehensive Resource Center for valuable financial guides, tax forms, and expert insights. Whether you’re planning your taxes, managing cash flow, or seeking industry-specific advice, our curated resources are designed to support your financial success. Take the next step in strengthening your financial knowledge today.

    Our Philosophy

    At Jonathan Associates CPA Inc., our philosophy extends beyond numbers to focus on your overall financial success.

    Our approach is built on three core principles:

     

    Client-Centric Partnership

    We tailor our services to your unique financial situation and goals.

    Proactive Problem-Solving

    We anticipate challenges and opportunities to keep you ahead of the curve.

    Commitment to Excellence and Integrity

    We uphold the highest standards of professional excellence and ethical conduct. To learn more about our company's values and how we can support your financial journey, visit our About page.

    Businesses Guided
    Over Fifteen Years

    Combined Hours
    Invested in Continued Education Certificates

    +

    Years of Experience
    & Business Consulting

    +

    Number Grandchildren
    Our Retired Clients Have

    testimonials

    What People Say About Us

    Navigating New England's Economic Renaissance

    New England’s economic renaissance is reshaping the financial landscape across Boston, Worcester, Providence, Hartford, Springfield, and Lowell. As a CPA firm deeply rooted in these communities, we’ve witnessed firsthand the diverse challenges and opportunities each city presents. From Boston’s booming biotech sector to Hartford’s evolving insurance industry, our expertise spans the region’s key economic drivers.

    Our experience includes

    R&D tax credits for innovative startups
    Venture capital accounting for growing businesses
    Endowment fund management for educational institutions
    Grant accounting for research organizations
    Mom & Pop small business finances

    We adapt to Boston's dynamic economy and answer the call of all our neighbors. So, whether you're launching a startup, managing a university endowment, or expanding your real estate portfolio, we have the expertise to guide you.

    Ready to partner on your next big idea? Book a consultation today and let's shape your financial future together.

    GET YOUR CONSULT SCHEDULED

    Ready to Get Started?

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