Edelstein & Co

Story

We are Edelstein & Company LLP, certified public accountants based in downtown Boston, MA, providing certified public accounting, tax, business consulting, and financial planning services to individuals and companies. From our founding in 1968, we have served clients in a wide variety of industries, including Professional Services, Healthcare, Not-for-Profit, Construction, Private Equity, Manufacturing, Real Estate and Retail/Wholesale. More recently, we have also contributed to the financial well-being of high net-worth individuals and families through our financial planning and investment advisory practice, Edelstein Wealth Management LLC.

Mission

Edelstein is an established Boston based CPA firm providing a vast array of professional services to distinct industry niches. Our mission is to exceed client expectations through expertise, innovation and teamwork. We are dedicated to providing our employees with rewarding careers and personal fulfillment.

Products

Our basic compliance services include tax return preparation and research, and development of financial statements. However, given the financial complexities most of our clients face today, they often stand to benefit from guidance in areas that go beyond the basics. Towards this end, we provide assistance in such critical areas as:

•Business management and consulting
•Business valuations and acquisitions
•Loan feasibility studies and negotiations
•Contract negotiations
•Litigation support, including expert witness testimony
We work closely with our clients to keep them ahead of the curve as the economy and the business environment change. We’re proud of our track record of helping our clients succeed. Frankly, we wouldn't have it any other way.