Business Details
Your Trusted Accounting Partner in Wellesley
Livingston & Haynes CPA has served Massachusetts organizations and individuals for over eight decades, establishing itself as a trusted financial partner. Our firm specializes in public accounting, tax preparation, and audit services, prioritizing technical accuracy, transparency, and client relationships. We work closely with nonprofits, nursing homes, owner-managed businesses, and high-net-worth families to meet compliance needs while supporting strategic financial goals.Our team of seasoned professionals provides year-round access to partner-level expertise, ensuring clients receive tailored solutions grounded in integrity and industry knowledge. With a commitment to Massachusetts communities and a focus on evolving accounting standards, we deliver actionable insights that empower clients to navigate complex financial landscapes confidently.
Services
Business Tax Preparation
Individual Tax Services
Bookkeeping (EBPI)
Financial Statement Audits
Nonprofit Audits
Highlights and features
- We offer 80+ years of experience in nonprofit and healthcare accounting.
- Our team provides partner-level access and personalized service.
- We specialize in Massachusetts-specific compliance and tax regulations.
- Competitive pricing with transparent, no-hidden-fee billing.
- Our staff includes industry experts with decades of audit experience.
Associations and certifications
- CPA
What people say
Expert nonprofit audits
Responsive team
Local expertise
Transparent billing
Services
Business Tax Preparation
Our business tax services ensure compliance with federal and state regulations while optimizing deductions. We specialize in complex corporate returns for privately held companies and nonprofits. With partner-level oversight, we deliver accurate filings tailored to industry-specific requirements.
Financial Statement Audits
We conduct comprehensive audits evaluating internal controls and financial accuracy. Our process includes risk assessment, testing procedures, and detailed reporting to provide assurance for stakeholders. Services meet regulatory standards for nonprofits and healthcare organizations.
Nonprofit Audits
Tailored audit services for nonprofits, including compliance with grant requirements and IRS regulations. We focus on transparency and accountability, helping organizations maintain donor trust and regulatory compliance through meticulous examination of financial practices.
Bookkeeping (EBPI)
Electronic bookkeeping services maintain accurate day-to-day financial records. We ensure proper categorization of transactions and timely preparation of financial statements, supporting informed decision-making for businesses and nonprofit entities.
Individual Tax Services
Comprehensive tax preparation for high-net-worth individuals, including income, estate, and investment reporting. Our team navigates complex returns to maximize savings while ensuring compliance with evolving tax codes and regulations.
People
Wendi S. Haynes
Managing Partner
With over 30 years at Livingston & Haynes, Wendi S. Haynes leads assurance and tax services for nonprofits. Her expertise spans human service organizations, foundations, and charitable institutions, combining technical proficiency with strategic consulting.
Frederick D. Haynes
Former President
Founding partner who grew the firm to 20 professionals and multi-million revenue. Served as President until his passing in 2019, establishing a legacy of integrity and excellence that guides the firm's next generation of leadership.
Questions
What industries does Livingston & Haynes specialize in?
We focus on nonprofit organizations, healthcare providers, privately held businesses, and high-net-worth individuals within Massachusetts.
Do you offer audit services for small nonprofits?
Yes, we provide scaled audit and compliance services for nonprofits of all sizes, including grant reporting and IRS Form 990 preparation.
How does your bookkeeping service work?
Our EBPI bookkeeping maintains accurate financial records with regular updates, ensuring proper categorization and timely financial statements for businesses and nonprofits.
What is the BOI filing requirement?
FinCEN's Beneficial Ownership Information reporting is reinstated with a March 21, 2025 deadline. We assist entities in preparing and submitting these federal disclosures.
Can I meet with a partner directly?
Yes, our partners provide direct access for all clients, ensuring personalized service and strategic financial guidance from experienced professionals.
