Services

Coles & Bodoin, LLP, Certified Public Accountants, is a full-service accounting firm that has been serving clients throughout the greater Boston area, New England, and the country for over 40 years.  We are dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
Businesses
  • Business tax planning and preparation
  • Business financial consulting
  • Audits and reviews of financial statements
  • Audits of 401(k) Plans
  • Compilation of financial statements
  • Financial forecast and projections
  • Cash flow and budgeting analysis
  • Family owned or closely held business succession planning
  • Bookkeeping/write-up
  • Accounting software selection and implementation
Individuals
  • Individual tax planning and preparation
  • Year-end tax planning for tax optimization
  • Multi-year tax projections
  • Tax strategies related to your investment planning and capital gains
  • Equity based compensation planning
  • Minimizing the impact of Alternative Minimum Tax
  • Estate and gift tax planning and preparation
  • State and local taxation compliance and planning
  • Retirement planning and distributions from qualified plans and IRAs
  • Charitable giving planning
  • Education funding strategies