Certified Public Accountants

Berkowitz & Associates proudly represent a myriad of companies and individuals in meeting their financial goals. A partial list of these include: Law firms, Physicians and physicians groups, Real estate developers, Manufacturers, Retail establishments, Small proprietors and entrepreneurs seeking to maintain and grow their organizations.

Investment Services

Berkowitz & Associates is affiliated with North Shore Advisory Group, Inc., and its president, Ted Waldron. Through this affiliation, Mr. Waldron has provided our clients with valuable investment advice, helping to achieve their personal financial lifestyle goals.

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Tax Code Changes

Many of the changes to the tax code in 2010 can be traced to the sweeping tax cuts approved by Congress back in 2002. However, some changes were directly impacted by the dramatic rise in energy costs, as well as the economic downturn.

Some of our Case Studies

Berkowitz & Associates has partnered with North Shore Advisory Group to provide a more robust set of financial and tax service offering to our clients. Please read some of our case studies.

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Where are we located?

Berkowitz & Associates is located at 165 Middlesex Turnpike Suite 205 in Bedford, MA 01730. We are located not far off of Route 3 in Bedford, MA.

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Find Berkowitz & Associates on Facebook

Find Berkowitz & Associates, CPA on Facebook. Please click "Like" to follow us on Facebook.

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Berkowitz & Associates, CPA's is licensed to work with 501(c)3 Non Profit organizations

Please call us so that we may help you with your 501(c)3 No Profit federal filing. We are 501(c)3 licensed.

Our mission at Berkowitz & Associates is to offer you a variety of quality services to Corporations, Partnerships, LLC's, Estates, Trusts and Individuals delivered in a professional, timely and cost effective manner. Our experienced CPAs can be a valuable resource in the preparation of all required filings for not-for-profit organizations, including those requirements under the 501(c)3 of the Internal Revenue Code.

Certified Public Accountants

1Taken from Wikipedia. Accounting is defined by the American Institute of Certified Public Accountants (AICPA) as “the art of recording, classifying, and summarizing in a significant manner and in terms of money, transactions and events which are, in part at least, of financial character, and interpreting the results thereof.

Financial Planning

2 Taken from Wikipedia. A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).

Tax Accounting in the U.S.

3Taken from Wikipedia. The Internal Revenue Code governs the application of tax accounting. Section 446 sets the basic rules for tax accounting. Tax accounting under section 446(a) emphasizes consistency for a tax accounting method with references to the applied financial accounting to determine the proper method. So the taxpayer must choose a tax accounting method using their financial accounting method as a reference point.

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