Forman, Itzkowitz, Berenson & LaGreca, P.C.

Address:
404 Wyman Street, Suite 275, Waltham, MA 02451-1264, USA
Phone No:
781-487-9200
companyBrief:
Forman, Itzkowitz, Berenson & LaGreca, P.C.

At Forman, Itzkowitz, Berenson & LaGreca, we pride ourselves on being not only good technicians but also astute professionals for our clients. Our CPAs are well-versed in the principles of accounting as well as being knowledgeable advisors when it comes to business planning, real estate and financial issues.

We consider a client's financial statements and tax returns as a starting point from which to follow through with practical suggestions and advice as well as money-saving strategies. We look at the big picture, realizing that textbook answers often don't fit real-world situations. We combine our knowledge, skill, and experience to develop a well-planned, comprehensive business strategy.

As the list of services below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not one we provide, we would be more than happy to refer you to a qualified professional.

  • Audits, Reviews and Compilations
  • Tax Planning & Preparation
  • Estate & Trust Tax Preparation
  • IRS Representation
  • Financial Planning
  • Investment Review
  • Estate Planning
  • Retirement Planning
  • Business Succession Planning
  • Business Consulting
  • Family Business Consulting
  • Consulting Services
  • Financial Forecasts & Projections
  • Cash Flow & Budgeting Analysis
  • Buying & Selling a Business