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S. J. Cooper & Associates profile image
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S. J. Cooper & Associates

We are a complete accounting firm with full-charge bookkeepers, interim CFOs, and CPAs / licensed tax preparers on staff. We are especially experienced in small business enterprise tax returns (S corporations, single member LLCs, multi member LLCs, partnership returns, and C corporations). We also work with NPOs and NGOs. Some of our most prominent clients have been featured on the History Channel and Netflix. The founder has deep experience in the practice, having worked on Wall Street, owned several other businesses, served as an auditor for one of the top accounting firms in the nation (so can help you take the most deductions legally possible in accordance with GAAP if that is your goal), and has advised boards of public companies. The junior partner has extensive real estate development experience, deep knowledge of LLC, S/C corporation structuring and asset protection. The firm manages estates, trusts, offer and compromise with the IRS, additional intercedings, new tax credits such as how to deduct the Research and Development credit if you are eligible and how to determine eligibility, assistance with BOI filings (new this year with penalties of $500 for each company on a regular basis for failure to file), D tax credits, questions on the ERC credit, and payment arrangements. Our focus is generally on SMBEs, but we are comfortable working at the mid-size company level as well, having served in house for a public company; the junior partner has owned several mid-size businesses in real estate, staffing, and HR consulting, and their joint experience has together and separately overseen many acquisitions, fundraising rounds, and more. We can easily handle your bookkeeping, financial statements, and tax returns. We have very reasonable rates as we are a family business. Please reach out to us today even if you are behind, we can help. Our specialty is businesses who are in need of a restructuring of how they are doing things financially, or a little tweaking, though we are happy to take you on if you are a well-oiled machine too! We look forward to hearing from you. Best, Steven and Melissa

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What do you love most about your job?

Most of our clients when they first come to us are not always in the best shape. The most rewarding part of our job is the ability to destress clients, return money for them, and ultimately potentially change life trajectories - especially for our business entrepreneurs.

What inspired you to start your own business?

35 years in the making. We are a family of entrepreneurs.

Why should our clients choose you?

The founder has 40 years of experience in the field and is still running the company. He has close personal relationships with every client of the firm and they are indeed a party of our family. We are a small family business, but we are scalable to work with some of the larger and mid-size companies, having successfully fundraised and worked with companies transitioning through M&As and other restructuring.

We are skilled in every aspect of SMBE accounting and taxation, from restructuring or structuring your organization(s) and the way you are set up for optimum tax deductions if that is your goal, or if you are looking to purchase real estate or other assets in your name or the business, we can advise you on the best way to show your income, depending on the number of entities you have and their structure. The other founder of the firm is a serial entrepreneur who has been an Angel Investor, worked in the financial district on Wall Street as well, purchased and sold several companies, and is very familiar with the compliance section of things and fundraising.

Can you provide your services online or remotely? If so, please add details.

Absolutely. Most of our services are performed online. We are happy to meet in person as well at one of our several locations.

What changes have you made to keep your customers safe from Covid-19?

Mostly working remotely, zoom meetings, and the occassional client meetings in person with the required personal space.

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Reviews

4.93/5.00

based on 256 reviews

The average rating for Bark Bookkeepers in Boston is 4.93, based on 256 reviews.

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