Vendor Directory

Before using the directory, please be sure to read the disclaimer.

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.

Join the Vendor Directory

MassCPAs Corporate Partners



1031 Tax Deferred Exchanges


exchangeauthority.com

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


us.epsa.com

Address:
1010 N. Hancock St
Philadelphia, PA, 19123

Contact:
Alexis Martin
amartin@epsa.com

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.
 
 

integrated-partners.com

Address:
300 Fifth Avenue
Waltham, MA, 02451

Contact:
Diredre Collins
dierdre.collins@ifpadvisor.com


 

Insurance, Wealth Management, and Succession Strategies


Cost Segregation Studies


costsegs.com

Address:
87 Lafayette Road
Suite 11
Hampton Falls, NH, 03844

Contact:
Jeff Hiatt
jdh@revenuebanking.com


 

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


brooklinebank.com

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.com

Address:
238 Littleton Road
Westford, MA, 01886

Contact:
Charles Zanazzi
CZanazzi@harborone.com


 

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


insurance.adp.com

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!

cpai.com

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.
 

integrated-partners.com

Address:
300 Fifth Avenue
Waltham, MA, 02451

Contact:
Diredre Collins
dierdre.collins@ifpadvisor.com


 

Insurance, Wealth Management, and Succession Strategies


Payroll & HR Services


adp.com

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.

connectpayusa.com

Address:
10 Lincoln Road
Suite 110
Foxboro, MA, 02035

Contact:
Matt Venuto
mvenuto@connectpayusa.com


 

ConnectPay is an independent provider of payroll services, HR, and custom timekeeping solutions for small business compliance.


Practice Sales & Succession Planning


elevatebusinesscoaching.com

Address:
325 Massapoag Ave
Sharon, MA, 02067

Contact:
Dominic Grew
dgrew@elevatebusinesscoaching.com


 

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


roberthalf.com

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.


R&D Tax Credit


us.epsa.com

Address:
1010 N. Hancock St
Philadelphia, PA, 19123

Contact:
Alexis Martin
amartin@epsa.com

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


ileasepro.com

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


harbornetworks.com

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.
 

northeast-tech.com

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.

scs.com

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.

 

tech-adv.com

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.