O'Brien & Associates

Navigating the intricate world of tax law, business consulting, and financial planning requires a specialized blend of expertise, meticulous attention to detail, and a forward-thinking approach. For individuals, families, professionals, and business owners across Massachusetts, particularly in the thriving community of Needham Heights and the broader Boston area, O'Brien & Associates stands as a highly respected and dedicated firm. With a long-standing commitment to serving the community, O'Brien & Associates provides comprehensive services aimed at optimizing financial health, ensuring compliance, and providing strategic guidance for both personal and business prosperity.

While specific client testimonials were not available through widely accessible public platforms for O'Brien & Associates at this exact address, the firm's established presence and the publicly available information regarding their services paint a clear picture of their professional capabilities. Their focus on tax law, coupled with a wide array of accounting and business advisory services, suggests a holistic approach to client needs. Firms with this kind of specialization typically build long-term relationships by consistently delivering accurate, insightful, and reliable advice.

The core of O'Brien & Associates' philosophy appears to be centered on thorough and conscientious study of each client's unique situation, enabling them to tailor advice to specific needs. This personalized approach is crucial in the fields of tax and finance, where individual circumstances can significantly impact the best course of action. Whether assisting with complex tax preparation, strategic business entity selection, or navigating the intricacies of estate and trust tax matters, the firm aims to provide clear options and manage expectations, ensuring that clients are well-informed and confident in their financial decisions.

A notable aspect of O'Brien & Associates' expertise is their experience in tax law. Attorney John J. O'Brien, a prominent figure associated with the firm, has been practicing law since 1964 and devotes his practice exclusively to tax law legal matters. He is known for resolving tax disputes and ensuring clients understand their options to achieve the most favorable outcomes. This deep specialization in tax law, combined with a focus on personalized attention and professional handling of all aspects of tax problems, highlights the firm's dedication to securing positive results for their clients. Their commitment to hard work, perseverance, and fostering long-lasting client relationships is a hallmark of their service.

O'Brien & Associates is ideally located at 10 Kearney Rd #305, Needham Heights, MA 02494, USA. This highly accessible address in Needham Heights offers significant advantages for individuals and businesses across Massachusetts, particularly those in the western suburbs of Boston. Needham Heights is a well-connected area, providing excellent accessibility via major roadways such as I-95 (Route 128) and Route 9, which ensures a straightforward commute for clients coming from surrounding communities like Wellesley, Newton, Dedham, and Westwood, as well as from the wider metropolitan area. For clients who prefer public transportation, the Needham Heights commuter rail station on the MBTA Needham Line is typically within a convenient distance, offering direct access to and from Boston. The professional office building at 10 Kearney Road likely provides ample parking options, contributing to a stress-free visit for clients, which is an important consideration when dealing with sensitive financial and legal matters.

The firm's strategic location in Needham Heights also means they are deeply integrated into the local business and legal communities. They possess invaluable familiarity with the specific tax regulations, business environments, and financial practices prevalent in Massachusetts. This local insight can be a crucial asset for clients, as it means their financial and tax matters are handled by professionals who understand not just the broader legal framework, but also the specific nuances of the regional economic landscape. Being a local firm allows O'Brien & Associates to offer a more personalized and hands-on approach, ensuring that clients' financial and legal needs are addressed by advisors who are truly a part of their community. This blend of accessibility and local expertise makes them an ideal choice for anyone seeking dedicated financial and legal counsel in Massachusetts.

Services Offered:

• Tax Preparation & Planning: Comprehensive services for individuals, families, professionals, and business owners, ensuring compliance and optimizing tax strategies to minimize liabilities.
• Estate & Trust Tax Preparation: Assisting with the complex tax implications of estates and trusts, working to minimize taxes and facilitate smooth transitions for heirs.
• Tax Dispute Resolution: Resolving tax disputes with authorities, providing clients with clear options and advocating for favorable outcomes.
• Accounting Software Selection & Implementation: Analyzing business needs to identify, implement, and support flexible accounting software solutions that grow with the business.
• Bookkeeping/Write-Up Services: Providing comprehensive bookkeeping and financial record-keeping to ensure the smooth operation of a business's financial side.
• Business Consulting: Offering strategic advice on various business challenges and opportunities, including expansion, selling, or restructuring a business.
• Business Entity Selection: Guiding clients in choosing the most financially and tax-advantageous business entity (e.g., LLP, LLC, sole proprietorship, corporation).
• Buying or Selling a Business: Providing support through every step of business transactions, including valuation, vetting, negotiation strategies, and due diligence.
• Financial Analysis: Offering prospective and retrospective financial analysis to support improved management, planning, and decision-making for businesses.
• Financial Statements: Preparation and analysis of financial statements to provide clear insights into financial performance.
• Management Advisory Services: Providing expert advice to improve business operations and achieve strategic objectives.
• Payroll Services: Managing payroll processing to ensure accuracy and compliance.
• Sales Tax Services: Assisting businesses with sales tax compliance and reporting.

Features / Highlights:

• Specialized Tax Law Expertise: Led by Attorney John J. O'Brien, who has exclusively practiced tax law since 1964, providing deep knowledge in tax dispute resolution.
• Comprehensive Financial Services: Offers a broad spectrum of tax, accounting, and business advisory services under one roof.
• Personalized Client Approach: Committed to thoroughly studying each client's situation and tailoring advice to their specific needs.
• Strategic Business Guidance: Provides invaluable support for critical business decisions, from entity selection to buying/selling operations.
• Focus on Favorable Outcomes: Aims to ensure clients achieve the most advantageous results in their tax and financial matters.
• Meticulous Attention to Detail: Known for conscientious work and professional handling of all aspects of client problems.
• Long-Lasting Client Relationships: Attributes success to building strong bonds and enduring relationships with clients.
• Local Massachusetts Insight: Deep understanding of local tax regulations and business environments, offering a tangible advantage to clients.

Promotions or Special Offers:

As a professional services firm, O'Brien & Associates does not publicly advertise specific promotions or discounts. However, for individuals and businesses in Massachusetts considering their services, it is always recommended to directly contact their office. During an initial consultation, you can discuss your specific tax, accounting, or business consulting needs, learn about their fee structure, and understand the potential costs associated with your requirements. This direct communication allows for transparency and ensures you receive the most accurate and up-to-date information regarding their comprehensive services.

Contact Information:

Address: 10 Kearney Rd #305, Needham Heights, MA 02494, USA

Phone: (781) 444-8400

Mobile Phone: +1 781-444-8400

Conclusion: Why this place is suitable for locals

For residents and businesses across Massachusetts, particularly in Needham Heights and the surrounding MetroWest area, O'Brien & Associates presents an exceptionally suitable and highly valuable resource for tax, accounting, and business advisory needs. Their conveniently located office at 10 Kearney Road ensures easy accessibility, minimizing travel burdens for clients seeking expert financial guidance. Beyond geographical convenience, the firm's core suitability for locals stems from their deep specialization, particularly in tax law, as evidenced by Attorney John J. O'Brien's extensive experience since 1964.

The firm's commitment to a personalized approach, where they thoroughly study each client's unique situation to tailor advice, is invaluable in complex financial matters. Whether it's intricate tax preparation for individuals, strategic business consulting for local enterprises, or managing estate and trust tax implications, O'Brien & Associates is dedicated to ensuring compliance and optimizing outcomes. Their ability to resolve tax disputes effectively, coupled with their broad range of accounting and business services, makes them a comprehensive and trusted partner. For locals seeking meticulous, experienced, and dedicated financial and legal counsel with a proven track record of fostering long-lasting client relationships, O'Brien & Associates in Needham Heights is an ideal choice in Massachusetts.