James P Moriarty, CPA, LLC
About
James P. Moriarty, CPA is a Woburn accounting firm centered on proactive tax planning and preparation for individuals, with additional guidance for small businesses. The firm works with business owners, entrepreneurs, high-net-worth individuals and families, aiming to help them reduce taxes and plan ahead rather than simply file on deadline. It treats personal and business finances as connected, so planning for one usually takes the other into account.
Founder Jay Moriarty, a Boston College graduate with about 30 years of experience, started in public accounting and spent more than two decades advising clients at a Fortune 100 financial services firm. Services span retirement distribution planning, college and estate planning, succession planning, long-term care and employee stock planning. For busier clients the firm can act as a personal CFO, tracking money across bank and investment accounts.
What to Know
- A free initial consultation is offered to individuals and businesses.
- Jay Moriarty holds the CPA, CLU, ChFC and CASL credentials.
- Tax manager Hanna has 17 years of experience in individual tax preparation.
- Clients can send documents through a secure file-sharing tool.
- The firm is currently accepting new individual tax clients.
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