Efficient Accounting Solutions to Grow Your Business & Personal Portfolio

Personal/Business Tax Preparation & Filing

Business Succession Planning

Financial Statement Preparation

About Our Company

Accounting Services for the Modern Entrepreneur & Business

It's All About Experience

Paul Fuerst and Bill Mortimer would like you to know that Fuerst & Mortimer is not your typical full-service accounting firm. Sure, we offer traditional accounting and tax services—and there is no CPA team that’s better in the business. But we also assist start-up companies with all aspects of their development, from launch to growth to profitability to acquisition. Fuerst & Mortimer has also been a trusted advisor for over three decades on a full range of mergers & acquisitions (M&A) and transaction support services. So, while our core competency will always be accounting and tax services, the F&M team of industry experts welcome the opportunity to assist you in all aspects of your business. With offices conveniently located in Quincy, Massachusetts, we look forward to hearing from you and discussing how we can help your business improve.

Our Services & Offerings

Accounting by the Book. Performed with Expertise.

Tax Preparation

This is the crux of what we do and our core competency and we understand that you want a firm that understands how your business operates. We also understand how beyond crucial our role is in the everyday operation of your business. Fuerst & Mortimer works with companies of all sizes, specialties and industries. Therefore we will understand your individual needs and requirements when it comes to tax preparation.

Retirement Planning

The experts at Fuerst & Mortimer are all about helping individuals determine retirement income goals and recommending the best course of actions and decisions necessary to achieve those goals. We will identify sources of income, estimate expenses, implement a savings program and advise on managing assets.

Pension & Profit Sharing Plans

These two types of retirement plans that employers set up on behalf of their employees for their benefit can be difficult to navigate. We can help. A business owner employer must understand the difference between the two before either one is established and that’s where we come in.

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Mergers & Acquisitions

We provide reliable tax advice to individuals and business entities that are in the process of acquiring or divesting businesses.

Business Management Consulting

We will provide business management consulting to assist businesses improve performance and efficiency. The professionals of Fuerst & Mortimer will analyze every aspect of your business and formulate solutions to issues that are uncovered while also helping companies meet (and exceed) goals.

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Employee Benefits

Next to payroll, employee benefits are typically one of the largest line items on your budget. We offer creative strategies to contain the rising cost of employee benefits while maintaining coverages that enhance and protect your most valuable resource – your employees! Traditional employee benefits encompass: Medical/Dental/Short & Long-Term Disability/Group Life/Accidental Death/Vision/Voluntary Plans/Retirement Plans

Estate Tax Planning

Estate tax planning is crucial to preserving your wealth for future generations. And knowing your potential estate tax liability is a great place to start your estate tax plan. We will provide all of the answers you need when it comes to estate tax planning and ensure that you and generations to come are protected.

Debt & Financing Services

Due to our experience and relationships with lenders of all sizes, we are able to provide our clients with all sorts of options when it comes to funding different types of businesses and ventures.

Business Succession Planning

We will help to plan and manage this important issue by setting up a smooth transition between you and the future managers and owners of your business. And with family businesses, succession planning can be especially complicated because of the relationships and emotions involved and because most people are not that comfortable discussing topics such as aging, death, and their financial affairs. Succession planning becomes even more complicated when multiple families are involved. We have experience with all of the above and look forward to assisting you.

Why Choose Us

Done Right the First Time. Everytime.

We Believe in Quality of Work

We Believe in Strong Professional Relationships

We Believe in Abilities

Testimonial

Our Client Reviews

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Frequently Asked Questions.

Got questions? We have answers.

What accounting services does Fuerst & Mortimer offer?

Fuerst & Mortimer offers a host of accounting and financial services. Our services include (but are not limited to), tax preparation and filing, business succession planning, retirement planning and assistance with mergers and acquisitions.

Where are the Fuerst & Mortimer offices located?

The offices of Fuerst & Mortimer, PC are located at 1400 Hancock Street, Floor 3, Quincy, MA 02169.