The Help You Need, the Service You Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Useful Forms

Here are some forms that may be helpful in a variety of situations. Many are fillable PDF forms that you can type on screen and print.

Personal Financial Statement

Required by banks when applying for some types of business and personal financing.

Health Care Powers of Attorney

To record your health care wishes and appoint a representative if you are incapacitated.

Rhode Island Health Care Power of Attorney

Massachusetts Health Care Proxy

Authorization to Disclose Health Information

May be required in addition to the Health Care POA, to give your representative access to your information

Family Records Organizer

To compile a master list of important documents, valuables and their locations, in case of emergency or disaster.

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What Others Say

"Your firm has done much more for us than put the numbers in order; you have eased our minds for the future and allowed us to gear ourselves to thrive in the upcoming years. We feel comfortable asking questions, we truly believe that you want us to succeed, and we can focus on our business because of that."

"Many thanks for all the fine work you did on my tax returns. I am very grateful."

"Now that the dust has settled with the sale of my business, I wanted to take a minute to truly THANK YOU. You cared beyond what is required, and I will not forget that. Of all the business relationships that I have built, I am so fortunate to have you in my corner."

"Neil and his firm have been instrumental in helping several of my clients get their financial house in order. He is a consummate professional and an asset to the lending community."