Profile
David Root CPA
ListedNewton, MA CPA firm for tax, accounting, and small business support
About
About
David Root CPA is a CPA firm licensed in Massachusetts and based in Newton, MA. The firm serves business owners, executives, independent professionals, and small businesses with tax and accounting support for home and business financial needs.
The practice lists tax services, accounting services, and QuickBooks support among its offerings.
David Root CPA is a CPA firm licensed in Massachusetts and based in Newton, MA. The firm serves business owners, executives, independent professionals, and small businesses with tax and accounting support for home and business financial needs.
The practice lists tax services, accounting services, and QuickBooks support among its offerings. Its business services include small business accounting, bookkeeping, payroll, part-time CFO services, cash flow management, bank financing, business valuation, business advisory services, succession planning, new business formation, nonprofit organization support, internal controls, and audits, reviews, and compilations.
For individuals, David Root CPA also lists personal financial planning, retirement planning, wealth management, estate planning, and elder care. QuickBooks is specifically noted as a supported tool.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| QuickBooks/Xero setup | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Software tools
Software tools
Service areas
Service areas
Active taxpros in Newton, MA
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