Call us 978-664-1256

Meeting your financial needs

We provide income-tax preparation, personal financial planning, as well as accounting services for small businesses.

financial planning north reading ma

Excellent Services, experienced associates

At L & D Financial Services of North Reading, MA, we provide all the services and attention you need to reach your financial goals. We serve individuals as well as small businesses.

L&D Financial Services was founded in 1972, specializing in tax preparation. Today, we also offer personal financial planning, as well as accounting services for small businesses. 

We have enjoyed 35 consecutive years of growth and now serve approximately 1,500 clients. The success of our business is directly attributable to our 6 associates, who have a combined total of more than 100 years of experience in tax preparation.

  • Our associates possess all the skills necessary to ensure that your income-tax returns incorporate all applicable savings and credits.
  • Our rates are very affordable and are significantly lower than those charged by national firms.

Additional services include personal financial analysis and planning. This service is available only to our existing tax clients. We also offer a wide array of accounting services to meet the needs of small businesses.

Call today for a free consultation!