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Needel, Welch & Stone, P.C.

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Needel, Welch & Stone, P.C.

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In addition to traditional accounting and tax services, Needel, Welch & Stone, P.C. provides an array of consulting services designed to meet the needs of our clients. Each practice area is staffed by professionals with specialized skills and the education and experience necessary to provide the highest quality services.

Financial Statement Attestation -

   * Audit (Private Company, Not-For-Profit, Benefit Plan)
   * Review and Compilation
   * Financial Statement Projections

Tax Compliance and Planning -

   * Tax Structure and Methods of Accounting
   * Transaction Analysis
   * Return Preparation (Corporate, Individual, Partnership, Trust, Estate)
   * Multi-State Tax
   * Taxable Income Projections and Planning
   * Personal Financial and Retirement Planning
   * Estate Planning

Business Advisory -

   * Business and Financial Planning
   * Succession Planning
   * Organization and Personnel Matters
   * Recruitment Assistance
   * Acquisitions
   * Key Employee Compensation
   * Financing alternatives, structure and accounting

Systems Consulting -

   * PPT Reviews (Personnel, Process and Technology)
   * Chart of Accounts Design
   * Process Reengineering
   * Software Selection and Implementation Assistance
   * Software Upgrades and Utilization Improvement

Overview:

For more than four decades, the professionals at Needel, Welch & Stone, P.C. have been working with successful privately-owned companies, not-for-profit organizations and individuals. Based in Rockland, Massachusetts, we offer a full range of audit, accounting, tax and business advisory services to a diverse client base. The Firm's long history is testament to our commitment to understand the client, bring to bear the skills and resources necessary to meet the needs of our clients, and accomplish the task in a timely and efficient manner. Through our professional affiliations we have access to worldwide resources and stay abreast of the constantly changing business environment; while providing the local attention that each client deserves.

Our leadership team has significant and varied experiences and are directly involved with every engagement. Our partners are active in the community and hold leadership positions in many regional and local organizations. The Firm's philosophy is based on a commitment to quality and integrity, is emphasized with every interaction and is the foundation of every relationship.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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