Business Details
50+ Years
experience
Trusted Accounting & Advisory Services in Western Massachusetts
J M O'Brien, P.C. has been a trusted accounting and advisory firm in Western Massachusetts since 1948. Our team of 53 experienced professionals provides comprehensive services including auditing, tax planning, business valuation, and management advisory, serving clients from small businesses to multi-million-dollar organizations. We combine deep local knowledge with national network resources through our affiliation with CPAmerica, delivering personalized solutions tailored to each client's unique needs.Our commitment to excellence is demonstrated through our consistent top ratings in peer reviews and our proactive approach to client communication. We prioritize community impact, dedicating resources to local initiatives and fostering long-term relationships that extend beyond financial transactions. With six partners directly involved in client accounts, we maintain the accessibility and responsiveness that distinguish our firm from larger regional competitors.
Services
Accounting
Taxation
Business Valuation
Employee Benefit Plan Audits
Succession Planning
Details
- Year established: 1948
Highlights and features
- 77 years serving Western Massachusetts with continuous A+ peer review ratings
- 53 experienced professionals including six dedicated partners
- Direct partner involvement in all client engagements
- Specialized expertise in employee benefit plan audits and business valuations
- Community-focused approach with local board participation and charitable initiatives
Associations and certifications
- CPAmerica
- AICPA Employee Benefit Plan Audit Quality Center
What people say
Knowledgeable professionals
Personalized attention
Proactive advice
Deep local expertise
Reliable partners
Services
Accounting Services
Our accounting services provide comprehensive financial reporting solutions tailored to businesses and nonprofit organizations. We deliver compilation financial statements, internal control evaluations, and budget preparation assistance while maintaining compliance with regulatory requirements. Our team ensures accurate financial documentation that supports informed business decision-making and meets lender expectations.
Tax Planning
We develop proactive tax strategies that align with business objectives while navigating complex regulatory environments. Our services include multi-state tax planning, transactional tax consulting, and estate tax planning. We maintain continuous client communication to optimize tax positions throughout the year rather than just at filing time.
Business Valuation
Certified valuation analysts conduct thorough business valuations for mergers, acquisitions, and succession planning. We provide fair market value assessments and financial forensics services that meet legal and regulatory standards. Our valuations support strategic decision-making for business owners and stakeholders.
Employee Benefit Audits
We specialize in ERISA-compliant audits for 401(k), 403(b), and defined benefit plans. Our team provides DOL audit representation and compliance guidance while minimizing fiduciary risk. We offer proactive education on evolving retirement plan regulations and reporting requirements.
Succession Planning
Our succession planning services address ownership transfer and leadership continuity for family businesses and organizations. We develop strategic frameworks for management transitions, ownership restructuring, and wealth preservation across generations while considering tax implications.
People
Howard L. Cheney
CPA, MST
Experienced tax specialist with expertise in business succession planning and estate tax strategies. Provides strategic guidance to business owners on wealth preservation and transition planning.
Rudy M. D'Agostino
CPA
Audit and accounting professional with extensive experience in financial statement analysis and regulatory compliance. Focuses on delivering tailored solutions for nonprofit organizations and healthcare providers.
Kristi A. Reale
CPA, CVA
Certified valuation analyst specializing in business valuations and litigation support. Assists clients with merger and acquisition analysis, shareholder disputes, and divorce-related valuations.
David Kalicka
CPA
Senior advisor with expertise in business advisory services and strategic planning. Works closely with family-owned businesses on operational improvements and long-term growth strategies.
John O'Brien
CPA, ABV
Business valuation specialist with advanced certification in business valuation analysis. Provides expert testimony and valuation services for complex business transactions and legal proceedings.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including financial statement preparation, internal control evaluations, and budget assistance tailored to small business needs.
How do you stay current with tax law changes?
Our team participates in ongoing professional development and maintains affiliations with national accounting organizations to ensure up-to-date tax expertise.
What sets your business valuation services apart?
Our certified valuation analysts combine technical expertise with industry-specific knowledge to deliver defensible, strategic valuation reports.
Do you handle complex employee benefit plan audits?
Yes, we specialize in ERISA-compliant audits for all plan types and maintain membership in the AICPA's specialized audit quality center.
How does your succession planning process work?
We develop customized transition plans addressing ownership transfer, leadership development, and tax-efficient wealth preservation strategies.
What industries do you specialize in?
We serve healthcare, construction, nonprofit, manufacturing, and family-owned businesses with industry-specific expertise.
