OurServices in Harvard, MA

With a broad combination of professional credentials and industry experience, this qualifies Alexander Accountants, CPAs to oversee any of your financial needs.

This combination of services

allows our firm to help ensure your entire financial situation is operating in a tax-optimized manner, with the goal of helping you keep more of what you make.

Personal Tax Services in Harvard, MA

We are your personal tax prep and estate planning team.

Individual Tax Planning & Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Cryptocurrency Tax Services

If you trade or invest or get paid in digital assets — cryptocurrency tax services make sure every wallet item, platform and transaction ends up in the correct place on the return. Alexander Accountants, CPA focuses on U.S. taxpayers who want accurate filings and steady support — on crypto gains and losses as well as income.

Estate and Trust Tax Preparation

The death of a loved one is difficult on many levels. The tax responsibilities that arise at death present complexity and sensitivity and we are here to help. We prepare federal and state gift, estate and fiduciary returns and provide executor services for a wide variety of individual, fiduciary and corporate clients. We provide executor services, wealth transfer planning and estate tax minimization services.

Business Tax & Accounting in Harvard, MA

We are your business operations team.

Business Tax Planning & Preparation

Our firm's expertise in business income tax planning and preparation provides clients access to critical analysis and strategies designed to minimize state and federal tax liabilities.

Payroll

We specialize in payroll services designed to support small and midsized businesses.

Business Consulting

Our firm's expertise extends to assistance in small business formation, accounting system selection/implementation, employee benefit plan design, and financial statement audits.

Accounting Services

Our firm provides a wide range of accounting services for business owners, executives, and independent professionals that include bookkeeping, cash flow analysis, accounts payable and accounts receivable assistance, monthly statements, bank reconciliations, and general financial statement preparation.

Business Valuations

A business valuation is a foundation for many business decisions, mergers and acquisitions, establishing a buy-sell agreements, estate and gift tax planning, divorce proceedings, and shareholder disputes.

NEW! Bookkeeping Services

For those who prefer to hand off the task of keeping up with the books to someone else, our firm is now offering bookkeeping services.

CFP Services

Certified Financial Planner services that link your taxes, cash flow, and long-term goals into one coordinated plan.

Comprehensive Financial Planning

A full-scope plan that covers cash flow, net worth, goal funding, risk, and tax-efficient strategies — all tied together with clear next steps.

Retirement Planning

A documented roadmap for translating today's savings into future paychecks — tying taxes, Social Security, Medicare, and withdrawal strategy into one clear income plan.

Investment Strategy

Documented decisions on asset allocation, portfolio construction, rebalancing, and tax-efficient investing — built around your goals and timeline.

Estate Planning Coordination

Lining up estate documents, beneficiary forms, and advisor instructions so nothing conflicts — with a clear action list and update tracking.

Overall Wealth-Management

The big-picture coordinator role — linking what you earn, spend, own, and want into one quality, followable action set with ongoing reviews.