Carlton & Duran Information

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Accounting services include audits, reviews and compilations of financial statements. As a member of the American Institute of Certified Public Accountants Quality Review program, C&D has had four Quality Reviews performed by outside CPA firms, the most recent being May, 1999. In all instances C&D received an unqualified report putting the firm in an elite minority of all CPA firms in the United States. This professional excellence carries through to all of the work the office undertakes. Tax services include preparation of tax returns of all types including individuals, corporations, estates, trusts, partnerships and not-for-profit entities. In addition, C&D works with its clients in the areas of tax planning to try to assure that it clients only pay those taxes they are legally bound to but no more. C&D also represents clients in dealings with the Internal Revenue Service and Massachusetts Department of Revenue in audit examinations, collection issues and other matters. Financial planning is approached on a fee only basis. C&D does not sell or suggest any particular investment or insurance products. They work with their clients to establish goals and objectives in the area of planning being considered and attempt to develop approaches to the accomplishment of that plan. They often work with the client's attorney, investment advisor or insurance advisor. Estate planning is usually approached on a team basis. C&D proposes estate planning ideas and suggestions and tries to educate its clients as to estate planning ramifications. The firm does not draft any documents but works with the client's attorney. Consulting takes on many aspects. Working with smaller, privately held businesses, C&D often times becomes the outside controller and financial advisor. Whether it be the acquisition and implementation of a new computerized accounting system, the development of fringe benefit programs, or the analysis of borrowing needs and assistance with presentations to lenders, the firm draws on its years of experience and expertise to assist its clients. The firm is often involved in due diligence work related to corporate acquisitions and sales. C&D also strives to be a good citizen. Members of the firm are involved in volunteer capacities with the Bedford Chamber of Commerce, Bedford Rotary Club, the Bedford schools and as a resource for other community organizations. The firm was honored for its work by being chosen as the 1996 Business of the Year by the Bedford Chamber of Commerce.