What We Do

Current Information

Richard E. Boretti, CPA, CFP® is a Certified Public Accountant practice located in Westford, Massachusetts, specializing in income tax, accounting and business consulting services. We provide high quality, personalized service to businesses, individuals, families and fiduciaries. The firm's philosophy is to truly understand and appreciate the financial objectives of each of our clients and maintain a long term, professional relationship built on trust, integrity and value.

•  2023 and 2024 Personal Tax Rate Overview

• Estate and Gift Tax

• Higher Education Tax Credits and Deductions

• Keeping Financial Records

•  Reporting of Foreign Bank and Financial Accounts

•  Instructions for Form 1099-MISC and 1099-NEC
  

•  Tax Year 2023 Organizer - Basic.

• Tax Year 2023 Organizer - Business Supplement.
  

• Tax Year 2023 Organizer - Rental Property Supplement