MS Consultants (MSC) provides a wide range of real estate tax services, including engineering based Cost Segregation Studies, 179D & 45L Energy-Efficient Certifications and Tangible Property Regulation Analysis. We recently celebrated 25 years of service, trust and excellence and since 1996, the directors of MSC have completed over 22,000 Cost Segregation Studies and thousands of 179D & 45...

Boston Financial Management (BFM) is an independent, employee-owned wealth management firm providing investment management, financial planning, estate planning, and trust services to individuals, families, foundations, and not-for-profit organizations.

Gallagher Affinity is committed to servicing the insurance needs of MassCPA members. We specialize in Accountants Professional Liability Insurance, Cyber Liability Insurance and Business Insurance. We work with multiple insurance carriers to tailor a policy that addresses your scope of practice and costs that meet your budget. Gallagher also offers a group vision plan to MassCPA members.

EPSA USA partners with CPAs to help their clients unlock valuable tax incentives and credits, including the Research and Development (R&D) Tax Credit, 179D Energy-Efficient Commercial Building Deduction, and Section 174 amortization strategies. Our team of technical, legal, and financial experts ensures compliance with IRS guidelines while maximizing savings for your clients. By collaborating...

Automate your QuickBooks Online Finance Reporting in Excel! We help Accounting Firms, Outsourced CFO's & Advisors struggling with inflexible reporting refresh their finance data directly in Excel allowing them to build insightful, scalable reports more easily.

Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accountin...

Valid8, the global leader in Verified Financial Intelligence (VFI) technology, was designed by forensic accountants to help professionals follow the money faster and more accurately, improving the speed and quality of rendering a professional opinion. Valid8 uses the latest in AI and automation technology to rapidly parse, categorize, match, and reconcile financial data from numerous sources. Hund...

At Analytix Solutions, we specialize in empowering CPA and accounting firms with scalable, high-quality services across Accounting & Bookkeeping, Technology, and Business Operations. By acting as an extension of your team, we help you manage growing workloads, streamline processes, and adopt technology that enhances efficiency and client satisfaction. Whether it's managing day-to-day acco...

VeriFee is an AI cost-reduction solution that helps businesses uncover hidden credit card processing fees and recover lost profits, without changing vendors, hardware, or software systems. Using advanced AI and people-powered negotiation, VeriFee analyzes statements to identify inflated rates, buried markups, and contract traps and executes those savings for its clients.