Ingle & Associates, CPA's

Ingle & Associates, CPA's

About

Our firm takes more of a proactive role as our clients Accountant. We don't just prepare a tax return; we are a part of their life's decisions to ensure the proper plan is in place when making financial decisions.

Working with the clients. Not only by navigating through their tax return, but showing them how the tax laws affect them personally.


Highlights

10 employees
45 years in business
Serves Wellesley, MA
Offers online services

Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

$60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Home purchase

No reviews (yet)

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Services offered

Financial Services And Planning
Accounting
Individual Tax Preparation
Business Tax Preparation
Business Consulting