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Crown Colony Office Park
300 Congress Street, Unit 406
Quincy, MA 02169
Phone: (617) 439-0600
Fax: (617) 439-7080

Services

Wald & Company offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

   
 

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Copyright © Wald & Company, P.C. All rights reserved. John S. Crosby, CPA | John P. Fahey, CPA | John S. Crosby, Jr., CPA
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