News & Resources

Your CPA offers a wide menu of services. One flexible offering, known as an “agreed-upon procedures” engagement, provides limited assurance on a specific aspect of an organization’s financial or nonfinancial information. What’s covered? Agreed-upon procedures

On Friday, September 16, 2022, the Baker-Politio Administration announced details for a return of $2.941 billion in excess tax revenue that will be refunded to Massachusetts taxpayers. Massachusetts law requires that when tax revenue collections

In today’s volatile market conditions, it’s important to review your accounts receivable ledger and consider writing off stale, uncollectible accounts. The methods that you’ve used in the past to evaluate bad debts may no longer

Risks abound in today’s uncertain marketplace. Nearly two-thirds of senior finance leaders said that the volume and complexity of corporate risks have changed “mostly” or “extensively” in the past five years, according to a new

The Financial Accounting Standards Board (FASB) could have congressional lobbyists nipping at its heels over a “book minimum tax” rule in the newly enacted Inflation Reduction Act of 2022 (IRA). This would be the first

You may have heard that the Inflation Reduction Act (IRA) was signed into law recently. While experts have varying opinions about whether it will reduce inflation in the near future, it contains, extends and modifies

Do you own a successful small business with no employees and want to set up a retirement plan? Or do you want to upgrade from a SIMPLE IRA or Simplified Employee Pension (SEP) plan? Consider

Thank you to Massachusetts Lawyers Weekly and its readers for recognizing us as a top five firm in the following categories: Accounting, Appraisal Service, E-Discovery, Experts, Forensic Accounting, Litigation Support, Risk Management, and Transaction Advisory.

On Thursday, August 4, 2022, Edelstein announced the promotions of the following team members: Katie Mrozowski, Audit Senior Associate Jessica Smith, Audit Senior Associate Gabby Valente, Audit Senior Associate Danny Young, Business Valuation Supervisor Matt

We are proud to announce that Edelstein has again been named as one of the Top 200 (#168) accounting firms in the nation by Inside Public Accounting (IPA). Firms are ranked by U.S. net revenues