Financial Services

L & D Financial Services of North Reading, MA, is a locally owned, family-run business that offers a full range of financial services, including income-tax preparation; personal financial analysis and planning; as well as accounting and financial services for small businesses.

Income tax preparation

We prepare tax returns using the latest tax software as well as the combined resources of our associates, each of whom has at least 10 years of experience.

  • To speed up refunds and ensure receipt of your tax returns, we offer electronic filing and direct deposit services.
  • Our associates will meet with you by appointment at your home, at your convenience, or at our office at 280 Main St. (Rte. # 28), Suite 102, North Reading, MA. (Click for map).  

Personal financial analysis and planning

We offer this service exclusively to tax clients.

  • Our in-house certified financial planner will provide an in-depth analysis of your personal finances.
  • You’ll receive guidance in the areas of asset allocation, savings, college costs, retirement plans, debt management, and estate planning. 

Accounting and financial services

L & D Financial Services offers a wide variety of accounting services that can be customized to meet the needs of any small business. Services include:

  • Preparation of federal and state tax returns for the business as well owners/officers. We also prepare payroll taxes and forms.
  • Preparation of quarterly and annual financial statements.
  • And much more.

Call today for a free consultation! 978-664-1256