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Popkin CPA

Certified Public Accountants | Lexington, MA

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Tax Services

  • Tax return preparation for:
    • Corporations, Partnerships, Limited Liability Entities, Non-Profits
    • Individuals, Trusts, Estates, Gifts
    • Multi-state returns
  • Structure transactions to minimize tax burden and maximize cash flow
  • Plan for estate preservation including insurance and investment options
  • Foreign bank & asset reporting and compliance
  • Representation with the IRS and state taxing authorities

Business Services

  • Prepare “review” and “compilation” financial statements for banks, regulatory agencies and investors
  • Bookkeeping services, monthly/quarterly
  • Setup and training on QuickBooks accounting software
  • Budgeting and short/long-term forecasting
  • Advise on business sale/acquisition
  • Evaluate employee benefit programs

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