Proud to be your strategic tax partner since 2021.

Our team of experts takes the stress out of strategic decision-making and brings over 30 years of experience to the table.

Owner, Tax strategist, & cpa

Karen Cross

Karen’s always had a knack for numbers and a deep desire to demystify tax strategy.

Her journey as a tax strategist and certified public accountant (CPA) began over 30 years ago. She is a proud alumna of Merrimack College (BS in Business Administration, Accounting) and Bentley University (MS in Taxation)

She passed the CPA exam on the first try – an accolade that only 20% of test takers share!

Karen applies an educational method to financial matters, and she is known for explaining complex financial concepts in a simple, approachable way. She enjoys long-term client partnerships, as her focus is on sustainable, long-term tax strategies and financial planning to help her clients thrive.

When she’s not supporting her clients with seamless tax strategies, Karen appreciates quality time with her family, attending a good concert, volunteering in her local community, and hiking.

Tax PREPARER & QUICKBOOKS PRO ADVISOR

Lil Kneeland

Lil brings 30+ years of experience to tax preparation and strategy to our team.

She’s an expert at identifying tax-saving opportunities while preparing tax returns. Lil brings an abundance of knowledge to her small business clients, as she’s a wiz at bookkeeping and QuickBooks Online.

Lil is proud to be recognized for her proactive approach to helping clients reduce taxes. She supports clients at every stage of their financial journey, from first-time business owners to new retirees.

Our team is proud to be part of New England Society of CPAs and serve as QuickBooks Online ProAdvisors.

Family and woman-owned

Collaborative, team based approach

Cat-friendly (ask about our office cat, Rosabel!)

Our Values

Engaged and Accessible Team

You’re not just a number in a system.

Our clients joke that we know their finances better than they do!

We are proud to be an active and engaged member of your financial team.

Customized Strategy

There are no one-size-fits-all solutions here.

Our recommendations and strategies are tailored to your unique tax situation.

Think individualized tax strategy, year-round guidance if desired, and deep-dives into your current and long-term goals.

Future-Focused Advising

Working with us is an investment in your future self.

We’re here to build a long-term relationship with you, complete with year-round guidance.

Whether you’re growing your small business or are about to retire, we’re happy to answer your tax questions and create a solution for your needs.