AJG Financial Services

AJG Financial Services


About this pro

I provide tax and accounting services for individuals and businesses, private and not-for-profit.  I possess 25 years of tax and accounting experience, and can handle simple and complex financial matters. 

I have an MS in public accounting, and am an active member of the National Society of Tax Professionals.

I have been an accounting professional all of my life because I enjoy working with numbers and helping people to improve their financial health.   

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Beverly, MA 01915
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What is your typical process for working with a new customer?

I have an initial consultation which allows me to get to know my customer, and they can express their needs and concerns.  I will make suggestions as to how I would handle their case, and they can decide if they want to engage me.  I would draft and engagment letter which outlines the services to be provided, the estimated costs, and the terms of the agreement.  A deposit is required and then once the engagment letter is signed, I perform the services for which I am retained.

What education and/or training do you have that relates to your work?

I possess a Bachelor of Science in Accounting, a Master of Science in Public Accounting, and 30 years of professional tax and accounting experience, in bth the private and public sector.

Services offered

Tax Accountants Accountants Bookkeepers Business Tax Preparation Payroll Services Individual Tax Preparation Tax Preparation Services