$1 Million Tax Audit Protection 

Tax & AccountingBookkeeping Services in Amherst, Ludlow & Belchertown, MA

We are a full suite accountingbookkeeping firm in Amherst, Ludlow & Belchertown offering tax preparation / tax planning as well as individual and business services.

Tax Services

Personal and business taxes, IRS problem resolution, amended tax returns, tax planning & more.


Individual Services

Experts for wealth management, estate planning, elderly care & investment tax services.


Hear Why Our Clients Love Us

  • Juan Rincón
    Jeffrey is a great professional, a great human being, and his work is always done with great effort and quality.
  • Wayne Cranton
    Jeffrey provided an excellent, comprehensive, and professional service for a very reasonable fee. His communications were consistently prompt and responsive throughout our interactions. I was particularly impressed with Jeffrey's approach to explain, advise, and steer us through the process clearly and transparently. Highly recommended.
  • Gene Fry
    Jeff was knowledgeable, courteous and helpful. He listened carefully to what I had to say and incorporated that into my return. Filing went smoothly.
  • Brian Terbush
    Jeffrey was very helpful in making sure I knew what all the forms I needed were to maximize my refund - and when I didn't know, he told me exactly where to look! Great, quick communication, and a very simple process to share your documents on a user-friendly site that was easy to navigate.
  • David
    Jeff's very thorough and systematic approach gave me a great deal of comfort that my tax filings were complete and accurate. He also provided exceptional value in helping me to navigate the complexities of reporting foreign assets. I will certainly be a returning customer.
  • Govind Srimathveeravalli
    Giving a shout out to Jeff and his services. Exceedingly patient, detail oriented and thorough service. Highly recommend if you are looking to save time on a regular filing or have more complicated filings.
  • Ayla Heinze Fry
    Jeffrey is a hardworking, highly intelligent guy with an eye for detail, and great at finding efficient solutions. He is one of the most fair and honest people I know. When he did my taxes this year, I was relieved because it was off my plate and in the hands of someone capable and trustworthy. Since then, Jeff has also given me good financial advice. In addition, he listens and takes into account what you say, is very clear and good at explaining if you would like to know more details, and has a good sense of humor. UPDATE: Jeffrey prepared my taxes this year, and it was a quick and easy process. I'm relieved to have them done ahead of schedule!
  • Indiana Espinal
    I had the best experience! He is very knowledgeable and explained everything clearly every time I asked him questions. I strongly recommend him!
  • Jill Card
    Jeffrey was thorough, efficient and very reasonable preparing and filing my 2024 returns. I heartily recommend.
  • Jane Heinze-Fry
    Jeffrey has particular strengths in his ability to work with numbers and his personal integrity, real assets in a tax preparer. In working with us, he not only analyzed and prepared our documents, but also listened carefully to our questions about tax implications for our decision-making about whether to install solar panels. And he took the initiative to investigate a possibility that we might be eligible for a Senior Circuit Breaker Tax Credit. Jeff goes the extra mile.
  • Lawrence Kluttz
    Jeffrey is terrific! He helped us navigate a couple of challenging tax issues, and he was knowledgeable and thoughtful throughout the process. We look forward to working with him again!
  • Lori Johnson
    Jeffrey Heinze Fry was a pleasure to work with. He did a great job with our tax return, was very knowledgeable, and made the process easy. Would highly recommend!
  • Mike Jones
    Jeffrey is responsive, knowledgeable, helpful, and accessible. He is easy to work with and takes times to answer questions and double-check his work.
  • Fungai Your Web Guy
    Jeffery really knows his stuff and explains everything to make it really easy to understand how to optimize your returns. Highly recommend him!
  • Talyn Rahman-Figueroa
    Jeffrey is an exceptional tax professional. His organizational skills with spreadsheets make tax filing easy and manageable. He is thorough in reviewing finances and information, showing great care for his clients. Jeffrey is a fantastic resource for new businesses, providing invaluable support in delegating tax responsibilities to a true expert.
  • Ayah Victoria Lehtonen
    Clear, friendly, and helpful even though it turned out I didn’t need his payed services. Thanks!
  • crbquist
    Jeff is hands down the most knowledgeable and detailed tax professional that I've ever worked with. He puts his client's needs at the forefront and is always quick to answer any questions. I highly recommend him if you are looking for a consultative tax review!
  • Laura Haas
    Jeffrey is meticulous in reviewing returns. He found major issues in my '22 return by a previous preparer, explained and documented them carefully, and prepared amended returns for me for both '22 and '23. I am looking forward to working with him going forward -- I appreciate his thoroughness, candor, and flexibility.
  • Lucy Frasier
    Very knowledgeable and helpful! I highly recommend speaking with Jeffrey.
  • Chris Berube
    Jeffrey was more than helpful and knowledgeable with all the questions I had regarding my current situation. I was more than satisfied with his services and would absolutely do business with him again!
  • Juan Rincón
    Jeffrey is a great professional, a great human being, and his work is always done with great effort and quality.
  • Wayne Cranton
    Jeffrey provided an excellent, comprehensive, and professional service for a very reasonable fee. His communications were consistently prompt and responsive throughout our interactions. I was particularly impressed with Jeffrey's approach to explain, advise, and steer us through the process clearly and transparently. Highly recommended.
  • Gene Fry
    Jeff was knowledgeable, courteous and helpful. He listened carefully to what I had to say and incorporated that into my return. Filing went smoothly.
  • Brian Terbush
    Jeffrey was very helpful in making sure I knew what all the forms I needed were to maximize my refund - and when I didn't know, he told me exactly where to look! Great, quick communication, and a very simple process to share your documents on a user-friendly site that was easy to navigate.
  • David
    Jeff's very thorough and systematic approach gave me a great deal of comfort that my tax filings were complete and accurate. He also provided exceptional value in helping me to navigate the complexities of reporting foreign assets. I will certainly be a returning customer.
  • Govind Srimathveeravalli
    Giving a shout out to Jeff and his services. Exceedingly patient, detail oriented and thorough service. Highly recommend if you are looking to save time on a regular filing or have more complicated filings.
  • Ayla Heinze Fry
    Jeffrey is a hardworking, highly intelligent guy with an eye for detail, and great at finding efficient solutions. He is one of the most fair and honest people I know. When he did my taxes this year, I was relieved because it was off my plate and in the hands of someone capable and trustworthy. Since then, Jeff has also given me good financial advice. In addition, he listens and takes into account what you say, is very clear and good at explaining if you would like to know more details, and has a good sense of humor. UPDATE: Jeffrey prepared my taxes this year, and it was a quick and easy process. I'm relieved to have them done ahead of schedule!
  • Indiana Espinal
    I had the best experience! He is very knowledgeable and explained everything clearly every time I asked him questions. I strongly recommend him!
  • Jill Card
    Jeffrey was thorough, efficient and very reasonable preparing and filing my 2024 returns. I heartily recommend.
  • Jane Heinze-Fry
    Jeffrey has particular strengths in his ability to work with numbers and his personal integrity, real assets in a tax preparer. In working with us, he not only analyzed and prepared our documents, but also listened carefully to our questions about tax implications for our decision-making about whether to install solar panels. And he took the initiative to investigate a possibility that we might be eligible for a Senior Circuit Breaker Tax Credit. Jeff goes the extra mile.
  • Lawrence Kluttz
    Jeffrey is terrific! He helped us navigate a couple of challenging tax issues, and he was knowledgeable and thoughtful throughout the process. We look forward to working with him again!
  • Lori Johnson
    Jeffrey Heinze Fry was a pleasure to work with. He did a great job with our tax return, was very knowledgeable, and made the process easy. Would highly recommend!
  • Mike Jones
    Jeffrey is responsive, knowledgeable, helpful, and accessible. He is easy to work with and takes times to answer questions and double-check his work.
  • Fungai Your Web Guy
    Jeffery really knows his stuff and explains everything to make it really easy to understand how to optimize your returns. Highly recommend him!
  • Talyn Rahman-Figueroa
    Jeffrey is an exceptional tax professional. His organizational skills with spreadsheets make tax filing easy and manageable. He is thorough in reviewing finances and information, showing great care for his clients. Jeffrey is a fantastic resource for new businesses, providing invaluable support in delegating tax responsibilities to a true expert.
  • Ayah Victoria Lehtonen
    Clear, friendly, and helpful even though it turned out I didn’t need his payed services. Thanks!
  • crbquist
    Jeff is hands down the most knowledgeable and detailed tax professional that I've ever worked with. He puts his client's needs at the forefront and is always quick to answer any questions. I highly recommend him if you are looking for a consultative tax review!
  • Laura Haas
    Jeffrey is meticulous in reviewing returns. He found major issues in my '22 return by a previous preparer, explained and documented them carefully, and prepared amended returns for me for both '22 and '23. I am looking forward to working with him going forward -- I appreciate his thoroughness, candor, and flexibility.
  • Lucy Frasier
    Very knowledgeable and helpful! I highly recommend speaking with Jeffrey.
  • Chris Berube
    Jeffrey was more than helpful and knowledgeable with all the questions I had regarding my current situation. I was more than satisfied with his services and would absolutely do business with him again!