Caras & Shulman

Caras & Shulman, PC is a mid-sized accounting firm with offices in Boston and Burlington, Massachusetts. It describes itself as a business adviser as well as an accountant, and sees its role as a partner alongside each client's management team. Its primary focus lies with privately owned businesses and non-profit organizations.

Scale and personal service in one firm

The firm says it combines the personal attention of a smaller practice with the range of a larger one. It staffs each project to the scope it requires and offers a team with business sophistication that smaller firms may lack. It also aims for a collaborative and rewarding culture among its own staff, which it says helps people grow and benefits clients.

Audit, assurance and benefit plans

The firm carries out audits and financial statement engagements, including audits of employee benefit plans. It describes its assurance work as a way to give owners and boards confidence in their numbers.

Tax planning at the core

Tax advisory covers planning that lowers the tax bill both now and over the coming years, along with compliance and filing. The firm says tax planning sits at the heart of its practice and that it works with clients to make the most of available tax benefits.

Accounting, bookkeeping and specialist advice

Accounting services include virtual bookkeeping delivered remotely, so day-to-day records stay current. The firm also advises on mergers and acquisitions and on retirement planning, and it offers specialist consulting for dental and healthcare practices.

Values and client priorities

The firm says it holds a standard of excellence that goes beyond technical accuracy to value added from the client's point of view. It conducts business on principles of honesty, responsibility and trust, and it aims for clients' profitable growth on a sustainable basis. It is a member of Integra International, a network of accounting firms.