Popkin CPA is a Lexington, Massachusetts-based firm working with clients around the globe. Since its founding in 1991, the firm’s focus has been on comprehensive tax planning including the monitoring of existing and proposed tax legislation, enabling their clients to take advantage of unique opportunities arising from the ever-changing tax landscape.
In addition, Popkin CPA works with small businesses from start-up through growth & expansion to transition. We can help at every stage, advising on business formation, consulting on operating efficiencies and counseling on optimization of enterprise value.
Tax return preparation for:
Corporations, Partnerships, Limited Liability Entities, Non-Profits
Individuals, Trusts, Estates, Gifts
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
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