Vendor Directory
Find services and products to fit the needs of your CPA practice or business.
The MassCPAs Vendor Directory lists service providers and vendors who tailor their products and services to changing needs of CPAs and accounting professionals. The Vendor Directory includes MassCPAs Corporate Partners which are companies that have supported the Society and worked closely with its’ members over the past several years.
MassCPAs Corporate Partners
1031 Tax Deferred Exchanges
Address:
9 Leominster Connector
Suite 1
Leominster, MA, 01453
Contact:
Robert Charland
1031@exchangeauthority.com
Exchange Authority facilitates all types of 1031 exchanges in all 50 States and the US Virgin Islands, with unparalleled service, security, experience and reporting.
Consulting/Advisory Services
EPSA helps companies of all sizes take advantage of the Research and Development Tax Credit at both the federal and state level. EPSA’s experts follow IRS guidelines to identify qualified research expenses that dictate eligibility and work hand-in-hand with CPAs and clients to offer tailored solutions to identify R&D Tax Credits.
Insurance, Wealth Management, and Succession Strategies
Cost Segregation Studies
MS Consultants provides a wide range of real estate tax services, including engineering based Cost Segregation Studies, 179D and 45L Energy-Efficient Certifications, Tangible Property Regulation Analysis, and Utility Savings.
Financial Services — Banking & Merchant Processing
Address:
131 Clarendon Street
Boston, Massachusetts, 02116
Contact:
Peter Roveto
proveto@brkl.com
A full-service financial institution, Brookline Bank provides individuals and businesses with deposit and lending services, residential mortgages and home equity lending, commercial and CRE banking, cash management, merchant services, 1031 Exchange services, and access to investment services. Brookline Bank operates 30 offices in Greater Boston and the North Shore. For more information, visit brooklinebank.com. Brookline Bank is an Equal Opportunity and Equal Housing Lender. Member FDIC.
CPACharge provides accountants, bookkeepers, CPAs, and enrolled agents with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their website or from their mobile device. CPACharge also requires no contracts, setup or cancellation fees. Trusted by the AICPA and over 38 state CPA societies, CPACharge is now offering The Massachusetts Society of CPAs members a special incentive — sign up and pay no program fees for the first 3 months. For more information, visit cpacharge.com/masscpas or call (866) 290-3270.
HarborOne serves the financial needs of consumer and business banking customers throughout Massachusetts and Rhode Island through a network of 14 full-service branches, and a suite of online, mobile banking, and cash management services.
Insurance
Address:
71 Hanover Road
Florham Park, NJ, 07932
Contact:
Lauren Pannone
Lauren.Pannone@ADP.com
Automatic Data Processing Insurance Agency, Inc. connects over 140,000 small and mid-sized businesses to Health and Benefits and select Property and Casualty insurance. That’s Coverage with Connections!
Address:
1100 Virginia Drive
Suite 250
Fort Washington, PA, 19034
Contact:
Robert Albertini
robert.albertini@aon.com
AICPA Member Insurance Programs provides personalized insurance solutions for you and your business.
gallagher-affinity.com/programs/cpa-solutions
Address:
4000 Midlantic Drive, Suite 200
Mt. Laurel, NJ 08054
Contact:
Irene Walton
irene_walton@ajg.com
Gallagher Affinity is committed to servicing the insurance needs of MassCPAs members. We specialize in accountants professional liability, cyber insurance and business insurance for CPAs. We work with multiple insurance carriers to tailor a policy that addresses your scope of practice and costs that meet your budget. We also offer a group Vision plan through VSP for members and their employees. Please contact us for additional Information.
Insurance, Wealth Management, and Succession Strategies
Payroll & HR Services
Address:
501 Boylston Street
Suite 10A-117
Boston, MA, 02116
Contact:
Lauren Pannone
Lauren.Pannone@ADP.com
HR. Talent. Benefits. Payroll. Compliance. Working together to build a better workforce.
ConnectPay is an independent provider of payroll services, HR, and custom timekeeping solutions for small business compliance.
Practice Sales & Succession Planning
We partner with CPA firms of all sizes to identify the opportunities in their practices and develop actionable plans that remove the obstacles that are getting in their way. We provide firms with the training, coaching and talent assessments, so individuals, teams and firms can grow to their full potential.
Professional Staffing
Address:
125 High Street
Oliver Street Tower 17th Floor
Boston, MA, 02110
Contact:
John Bresnahan
john.bresnahan@roberthalf.com
Robert Half is the world’s first and largest specialized staffing firm, with relationships with millions of highly skilled candidates who are ready to make a tangible difference to your company, one position at a time.
Address:
33 Arch St
Floor 17
Boston, MA, 02110
Contact:
Andrei Nikulin
Recruiting@OriginStaff.com
Origin Staffing provides quality accounting & financial recruiting services in the greater Boston area. Headhunting expertise includes: Accounting, Finance, Tax, Audit / Risk, Treasury, Advisory, Strategy / Transformation and more. We cover all levels & understand the nuances of Massachusetts industries (Technology, Biotech / Pharma, Manufacturing, Professional Services, Financial Services (including Private Equity, Venture Capital, Hedge Funds, Mutual Funds) & more. We regularly partner with CPA & Advisory firms around Boston to find the best CPAs, CFEs, CIAs, MBAs, MSTs, EAs for their practices. We pride ourselves on delivering the best agency recruiting service to our clients, and incredible employment opportunities to prospective talent!
R&D Tax Credit
EPSA helps companies of all sizes take advantage of the Research and Development Tax Credit at both the federal and state level. EPSA’s experts follow IRS guidelines to identify qualified research expenses that dictate eligibility and work hand-in-hand with CPAs and clients to offer tailored solutions to identify R&D Tax Credits.
Software Solutions
Address:
100 Cummings Center
Suite 207-P
Beverly, MA 01970
Contact:
John Meedzan
jmeedzan@ileasepro.com
Cloud Lease Accounting and Lease Management software solution to help private companies comply with the ASC842 Lease Accounting Standard
Technology — IT Management, Cloud Hosting, Cyber Security
Address:
50 Speen Street
Framingham, MA, 01701
Contact:
Kristen Koenig
Kristenk@harbornetworks.com
Harbor Networks is a systems integrator and services provider (MSP). We are headquartered in Framingham, Massachusetts and have been providing technology solutions and ongoing critical services to businesses of all sizes for over 25 years. We developed our a portfolio, a suit of fully managed services delivering voice, networking and cybersecurity solutions with a customer-centric focus. Our consultative approach to service design brings customized solutions which are designed and delivered to meet your specific needs. Our goal is to provide services that are practical, effective and focused on meaningful results.
Address:
529 Main Street
Suite P200
Charlestown, MA, 02129
Contact:
Corei Mello
cmello@northeast-tech.com
Our services include Managed IT Services, Data Center Services, IT Consulting and Supplemental IT Support.
Address:
67 South Bedford Street
Suite 400W
Burlington, MA, 01803
Contact:
Paul Sherman
paul@scs.com
Sherman Consulting Services, Inc. is an industry leading IT Managed Service Provider delivering exceptional IT and accounting automation services. We offer specialized services for public accounting firms delivering cutting edge Cloud and on premise solutions. Knowledgeable, responsive, reliable, we deliver excellence! Visit scs.com to learn more.
Address:
266 Main Street
Suite 15
Medfield, MA, 02052
Contact:
Konrad Martin
konradm@tech-adv.com
Tech Advisors is an outsourced IT company which provides IT management, compliance and security to our clients. Founded by two CPAs Tech Advisors is well positioned to support the needs of businesses especially the CPA industry. The Tech Advisors Team is excited to provide a Cloud Based solution for our CPA clients. No more Expensive Servers and Switches, now your entire infrastructure is supported in the Cloud on a structure built for CPAS.