Accounting & Tax

Couto DeFranco provides clients with a diverse range of accounting, and due diligence services.We also prepare financial statements for both internal use and external review, including lenders, investors, and other third parties. From small businesses to growing private companies, we can help meet your accounting needs.

Wealth Management

Whether you’ve reached your financial targets or are still sorting out your financial future, you’ve probably discovered that the rules of the game have changed.

Your financial needs are becoming more complex every day. At Couto DeFranco, we’re not only Certified Financial Planners™, but Certified Public Accountants, too.

Estate & Trust

We provide a broad array of services to streamline the often complex process of trust and estate planning and administration.

From straightforward tax planning to the development of individualized plans to minimize the impact of gift and estate taxes, our service are designed to put your mind at ease and ensure your wishes are met with the highest degree of personal service and discretion.

At Couto DeFranco we are dedicated to providing timely, proactive accounting and tax services to all of our clients. In addition to addressing your present needs, we’ll help position your financial program to address your future goals. Your relationship with your CPA is something you take very seriously — and we understand.

That’s why we approach every client with a commitment to excellence, innovation, and integrity.

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