Tax strategy, business consulting, and bookkeeping.

Providing clear, step-by-step solutions for complex financial situations

Individual Tax Preparation and Strategy

Take the guesswork and stress out of your tax strategy.

We’re excited to offer tax-saving opportunity analysis, short and long-term tax planning, trust tax return preparation, estimated tax payment calculations, and support for IRS and state tax compliance resolution.

Small Business Consulting and Tax Strategy

Whether you’ve been in business for 20 years or are just starting out on your own (hooray!), we’ve got you covered.

We’re happy to provide setup guidance, tax strategy and optimization, and advice for maintaining compliance as you grow.

Our clientele for business income tax return preparation includes S Corporations (S-Corps), Limited Liability Companies (LLCs), partnerships, and sole proprietors.

Bookkeeping

Our team members are certified QuickBooks Online ProAdvisors.

Clients partner with us for online setup and support, ongoing bookkeeping services, and financial organization and record keeping assistance.

Why Work With Us

Peace of Mind

We always keep up to date with constant tax law changes, providing peace of mind that your tax return is done right.

Experienced Team

We’ve been doing this a while. Our team has worked with a variety of financial situations and are equipped to answer all of your questions.

Accessible Team

Leaving you in the lurch? Not in our vocabulary. Call or email us any time, and we’ll be happy to assist.

Empathetic Approach

Personal finance can be a vulnerable topic. Confidentiality and kindness are two of our most important values.

Customized Guidance

Your finances are just as unique as you are. We only offer tailored solutions… a one-size-all approach simply isn’t as effective.

Long-Term Partnership

We are happy to work with you as long as you need to feel comfortable and confident with your financial future. The vast majority of our clients are long-term partnerships.

Frequently Asked Questions

What services do you offer?

We are proud to offer short and long term tax strategy planning, individual and business tax return preparation, trust tax return preparation, estimated tax payment calculations, and IRS and state notice tax resolution.

How can I contact you?

You can fill out our Contact Us form here, email karen@crosscpatax.com, or call us at 978-987-1672.

What are your office hours?

8:30 AM – 5:00 PM Eastern Time.

Evening appointments are available upon request.

Do you offer virtual consultations?

Yes! Our clients are welcome to meet with us over the phone, on a video call, or in person in Westford, Massachusetts.

Words of Gratitude

★★★★★

Excellent client service is our #1 priority. We are grateful for our Cross CPA community.

So Grateful

As a client of over 10 years, I can attest to Karen’s professionalism, thoroughness, and reliability. After my divorce, Karen was understanding, helpful, and non-judgmental- guiding me when I felt financially vulnerable. In time, she built trust with kindness, confidentiality, honest communication and humor.

Lauren

A True Collaborator

Karen is a collaborator. She knows us and works with us to achieve our goals.
She is innovative and forward thinking.

Elaine

Educational Approach

I’ve been a client for over 10 years and have always been very satisfied. As a divorced woman, it felt great to be able to trust someone’s confidentiality and help – not judgement – because I didn’t feel financially savvy. She’s a big advocate of teaching you financial skills.

Lauren

Relationship Builder

Karen is encyclopedic in accounting best practices and tax law and is exceptionally skilled in developing forward planning options. She has taken time to build a professional relationship that I can count on. She understands my risk tolerance and financial needs in detail and works proactively to provide me with sound advice and options. It is a joy working with her.

Paul

Year-Round Support

Karen’s performance as my CPA for the past three years has been consistently outstanding. I initially engaged her services at the complex transition point in my life from business retirement and simultaneous standup of my small business. Since then, Karen has become my trusted advisor in all financial and tax matters.

Paul

Trustworthy

Karen is amazing! Of the few people that I trust in the world, she is one of them. We have worked with her for over 25 years and couldn’t be happier.

Sara

Proactive and Fair

My wife and I like working with Karen. She is very timely with her responses, which is important to us. Instead of just reacting to tax season, she has helped us stay proactive throughout the year with our tax goals and long-term strategy. Her fees are fair, and the results we achieve are well worth it.

Brad

Long-Term Partner

As in years past, we are very grateful for your care and expertise. Many many thanks!

Rob

Good Communicator

Thanks for helping with our parents’ taxes. What seemed daunting to us as we started became manageable. We appreciate you for being such a good communicator!

John