blum shapiro

About

BlumShapiro is the largest regional business advisory firm based in New England providing accounting, tax and business consulting services.

Story

We serve as your business advisors, helping you solve challenges and maximize opportunities. Drawing upon our breadth and depth of experience in our primary service areas — non-profit organizations and educational institutions, privately held businesses and government entities — we strategically tailor and consistently deliver tested solutions for unlocking the full potential of your organization. Our highly valued team members bring their diverse backgrounds and strengths to the table resulting in you receiving a true blend of national firm experience and local firm delivery. Our team shares a common passion: a personal commitment to each client’s success as well as to the communities in which we live and work.

BlumShapiro's clients include those in manufacturing, distribution, retail, construction, healthcare, real estate and auto dealerships. Government clients include municipalities, quasi-government entities and state government departments, for which we provide audit as well as specialized consulting services. Our non-profit clients are diverse and include human service agencies, private and community foundations, professional, trade and economic development associations, arts, cultural and membership organizations, healthcare organizations and educational institutions

We are proud to be an independent member of Baker Tilly International, a network of high-quality firms represented by 150 firms in 120 countries. The network allows us to serve our clients as they expand their businesses throughout the U.S. and abroad.

Mission

Mission: Our mission is to continually apply our talents and skills to make our clients, our colleagues, our firm and our communities better than when we began.

Vision: The firm's vision is to be the premier accounting, tax and business consulting firm by every measure that matters.

Values:

Valuing People
We believe that our success depends first and foremost on people. By respecting people in everything we do, we will develop and maintain high quality, mutually beneficial relationships with our clients, professional colleagues, referral sources, vendors, community members and each other.

Building Client Relationships
We seek to earn long-term client loyalty by developing a deep understanding of each client's business and personal goals, by demonstrating unwavering reliability and integrity in our work and by acting as an independent and objective advisor to our clients.

Upholding Quality and Integrity
We will maintain an environment where a commitment to quality, honesty, respect, fairness and professional ethics governs the actions and decisions of everyone within our firm.

Sustaining Stewardship
Stewardship is the careful and responsible management of that which is entrusted to our care. Our goal as good stewards of BlumShapiro is to make the firm a better place than it was when we got here. As good stewards of the community, the firm proudly contributes time, talent and financial resources to a significant number of charitable and civic organizations.

Products

From traditional accounting and auditing, to tax, financial planning and business consulting services, BlumShapiro's team of professionals can meet just about any business need you have. As the largest regional accounting, tax and business consulting firm based in New England, we offer specialized industry knowledge, technical expertise, accomplished staff and the personalized attention of a partner.

Our service areas include:

•Accounting and auditing

•Tax
Business tax
State and local tax
Individual tax

•Consulting
Technology consulting
Management and operational
Process and controls consulting
Business systems
Business valuation
Litigation consulting

•Real estate cost segregation studies

•Financial, estate and trust planning
Estate settlement

•Employee benefit assurance services

•Financial staffing services

•International services