Bakken CPA PC

Bakken CPA PC is an accounting and tax preparation firm in Plymouth, MA. It aims to give small businesses the sort of accounting support that larger companies expect. The firm also puts weight on educating clients, so owners understand their own numbers.

Products and services

• Tax preparation: returns for corporations, S-corps, partnerships, LLCs, individuals, estates and trusts.
• Tax planning: analysis and recommendations to reduce liabilities.
• Bookkeeping and accounting: day-to-day records and reporting.
• CFO and controller services: senior finance support for growing firms.
• QuickBooks setup and training: delivered by a certified adviser.
• IOLTA accounting: trust account bookkeeping for attorneys.

Who it serves

Small businesses, individuals, estates and law firms that hold client trust accounts.

Key facts

• Based in: Plymouth, MA
• Client education: workshops, hands-on training, newsletters and weekly tax tips
• Tools: an accounting system diagnostic evaluation tool