Accounting & Tax
Woburn, MA
James P. Moriarty, CPA is a Boston-area accounting and wealth management firm specializing in tax planning, retirement planning, and financial guidance for high net worth individuals, business owners, and families. Led by CPA James P. Moriarty, the firm offers comprehensive services including individual and business tax preparation, estate planning, succession planning, college funding strategies, and personal CFO services. They combine proactive tax planning techniques with holistic life planning to help clients preserve wealth and achieve long-term financial goals.
Ideal for: High net worth individuals, business owners, entrepreneurs, families planning for retirement, pre-retirees and retirees
Service area: Boston, Woburn, and surrounding Massachusetts areas
Comprehensive Wealth Management: Beyond tax preparation, James P. Moriarty, CPA provides integrated financial planning including retirement, estate, succession, and college planning strategies designed to preserve and grow wealth across generations.
Personal CFO Services: For busy clients, the firm offers personal CFO services to track all financial transactions and provide complete visibility into cash flow and investments.
High Net Worth Specialization: The firm specializes in serving high net worth individuals, business owners, and entrepreneurs with sophisticated tax planning and wealth preservation strategies.
Address: 400 Tradecenter Dr Ste 5900, Woburn, MA 01801
Phone: (781) 569-5177
Website: moriartycpafirm.com
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