Birkholz And CO

Birkholz And CO is an accounting firm based in Framingham, Massachusetts, that has been providing personalized tax and accounting services since 1972. They offer business advisory and planning, tax preparation, and bookkeeping for individuals and small businesses. The firm describes itself as a local company with a national reach, prioritizing clear guidance and long-term relationships with clients throughout Massachusetts and beyond.

The firm offers a range of services including business advising and planning, tax preparation, tax projections, accounting and bookkeeping, cash flow analysis, and management reporting. They also provide advisory partner services, financial strategy, and retirement planning. These services are often presented as a package with a monthly or annual fixed fee.

Clients can start by requesting a free initial consultation where the firm assesses how their services fit with the client's business needs. During this process, they review financial and business plans to consider current pain points before proposing customized solutions.

The firm is located at 945 Concord Street in Framingham, Massachusetts, and also lists an address at 434 Old Connecticut Path. They can be reached by phone at 508-875-6052 or via email at info@birkholz.us.

Some reviewers praise the firm for being reliable, efficient, and having a user-friendly website. Many also highlight the friendly and responsive staff who provide prompt and efficient service.

Some reviewers complain about unresponsive customer support and below-average service quality. Others note that the website lacks user-friendliness and that the overall work quality was disappointing.

The firm has a Trustburn rating of 4 out of 5 from 12 reviews. The most recent review was posted on August 31, 2023, while the oldest review in the set was from January 17, 2022.

The firm states that it helps clients realize their strategic vision and improve their cash flow. They emphasize that helping clients starts with spending time developing a strategy through an advisory package.

The firm serves individuals and small businesses, and has built lasting relationships with clients throughout Massachusetts, across the country, and around the world. They describe themselves as a small firm with a personal approach.

The firm's website at birkholz.us is frequently mentioned in reviews as being well-designed, informative, and easy to navigate. Some reviewers found it impressive, while others felt it lacked user-friendliness.

The firm has been operating since 1972, making it a long-established local firm with a national reach. They pride themselves on their local roots while serving clients globally.

The firm's typical client benefits from collaboration because the firm helps realize financial ambitions for both individuals and businesses. A critical component of this level of service is the client's input, which helps develop business planning.

The firm offers tax implications of divorce as one of its specific service offerings. They also provide successions planning and wealth management services.