Services | Affiliations

We are members of, and affiliated with, the following local, national, and international organizations:

American Institute of CPAs (AICPA) – member
- AICPA’s Private Companies Practice Section (PCPS) – member
Massachusetts Society of CPAs (MSCPA) – member
Middlesex West Chamber of Commerce – member
- Business Person of the Year – 2004
Business Networking International (BNI) – member of Acton Colonials chapter
Rotary International – member / Past President of Acton-Boxborough, MA chapter
Indian Hill Music – member of the Board of Directors
Discovery Museums of Acton, MA – past-President; member of Finance Committee
Organization for the Assabet River – past-President, member
We work with attorneys, insurance agents, financial advisors, appraisers, payroll services, and other professionals to help you achieve your tax and financial goals.
- In addition, we utilize the resources of our sister firm – Sechrest Financial Services, LLC
We work with specialists in international transactions.

In addition, we have achieved the following professional designations and are connected with the national organizations that govern these designations:

Certified Public Accountants (CPAs)
Certified Financial Planners (CFPs)
Personal Financial Specialists (PFSs)
Enrolled Agents (EAs)
We are Notary Publics in Massachusetts. We can notarize documents for our clients in Massachusetts as needed.

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		Services \| Affiliations
Overview Tax Return Preparation Tax Planning Bookkeeping Accounting Information Systems Design & Planning Secure, On-line Client Portal Payroll Planning Business Planning Cash Flow and Budgeting Professional Designations, Connections, and Memberships Sechrest Financial Services, LLC		We are members of, and affiliated with, the following local, national, and international organizations: American Institute of CPAs (AICPA) – member AICPA’s Private Companies Practice Section (PCPS) – member Massachusetts Society of CPAs (MSCPA) – member Middlesex West Chamber of Commerce – member Business Person of the Year – 2004 Business Networking International (BNI) – member of Acton Colonials chapter Rotary International – member / Past President of Acton-Boxborough, MA chapter Indian Hill Music – member of the Board of Directors Discovery Museums of Acton, MA – past-President; member of Finance Committee Organization for the Assabet River – past-President, member We work with attorneys, insurance agents, financial advisors, appraisers, payroll services, and other professionals to help you achieve your tax and financial goals. In addition, we utilize the resources of our sister firm – Sechrest Financial Services, LLC We work with specialists in international transactions. In addition, we have achieved the following professional designations and are connected with the national organizations that govern these designations: Certified Public Accountants (CPAs) Certified Financial Planners (CFPs) Personal Financial Specialists (PFSs) Enrolled Agents (EAs) We are Notary Publics in Massachusetts. We can notarize documents for our clients in Massachusetts as needed.