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Newburg | CPA

Newburg | CPA

Reviews Summary

Newburg CPA is consistently praised for their professionalism, expertise, and responsiveness across tax, accounting, and advisory services. Clients highlight their long-term partnerships, proactive planning, and ability to simplify complex financial needs. Their team is described as knowledgeable, trustworthy, and dedicated to client success, making them a top choice for both personal and business financial management. Many emphasize their strategic advice, clear communication, and willingness to go above and beyond.

About This Listing

Audit
Assurance
Business Consulting
Tax Planning
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Technology
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Audit
Assurance
Business Consulting
Tax Planning
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Technology
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation

Contact Information

Address

95 Sawyer Rd #120

Waltham, Massachusetts 02453

Visit Website Call Now Get Directions

Hours

Monday 7AM-4PM
Tuesday 7AM-4PM
Wednesday 7AM-4PM
Thursday 7AM-4PM
Friday 7AM-4PM
Saturday Closed
Sunday Closed

Customer Reviews

The Newburg team has expertly handled our marketing agency?s accounting and tax planning for over five years, and we couldn?t be more pleased with the partnership. Their friendly service, responsiveness, and ability to provide valuable insight on more complex financial questions have been invaluable to our team as we grow our business. Not only are they prompt and professional, but their genuine commitment to building a long-term partnership aligns perfectly with our core values. We truly appreciate the s

I have enjoyed a long relationship with Newburg CPA firm, beginning with my role as Controller of a technology research consulting company, where they compiled our results and produced our many tax returns. I was so pleased with their corporate service, that I engaged with them on a personal level, where they prepared tax filings for my wife's optometry practice. In both situations I was impressed with the timely and thorough preparation of financial statements and tax returns. Their communication is excell

The entire Newburg team is incredibly knowledgeable, professional, and always willing to go the extra mile. What truly sets them apart is their outstanding communication?they are prompt, clear, and reliable. I highly recommend Newburg to anyone looking for a trustworthy accounting partner

Newburg has been doing our personal and company taxes for over a decade and a half and we would recommend them to anyone. Over the years they have made themselves available to us time and again to answer questions big and small, and working with them truly brings a sense of security.

The team at Newburg has been an invaluable partner helping me with a broad set of accounting and tax planning needs as my small business has grown. I truly appreciate their expertise and the way they proactively communicate and manage my needs. I can't say enough good things about this firm.

Pedro and his team at Newburg are first class. If you are in need of an accountant that demonstrates professionalism and unwavering attention to detail, look no further than Newburg. You will not be disappointed. Thank you, Pedro.

Blue chip CPA covering tax and accounting. Extremely knowledgeable and strategic. Been working with Newburg since 2013 across several different businesses. My go to in almost every situation.

I have had the privilege of partnering with the Newburg CPA team for over 10 years now. They differentiate from other Accounting firms for many reasons, including their vast array of services offerings like tax, audit and valuable advisory services for individuals and businesses. The?Newburg teams responsiveness and proactive planning with their clients are a key differentiator and a direct driver to their clients growth and success.?The entire teams knowledge, professionalism and friendly approach make the

The thoughtful and informed approach of Newburg CPA helps their clients navigate any challenges they may face and ultimately succeed.

Dave is a fantastic strategic adviser! He is knowledgeable, friendly and able to deliver advice and information in a concise but thorough manner. He and his team are my recommendation when I need an answer for an employee or when strategic advice is called for. Thanks for all your help and support Dave!

My company started using Mr. Newburg for our corporate taxes and overall business needs this past year. The Newburg staff has been incredibly helpful in our growth and long term goals. Highly recommend.

I have been with Newburg & Company for over 30 years. They have always made my tax experience effortless. They are honorable and trustworthy. I would not have any qualms in recommending them to anyone. Newburg & Company are truly trusted financial advisors.

November 2021 update. I thought I might be paying too much (though as noted below the service is great) so I went "out to bid" to a mom-and-pop shop. They would have charged almost the same. But without the depth that is sometimes needed. Plus Newburg takes credit cards so I can collect AAdvantage miles. :) They have been doing my taxes and accounting since 1996. They make everything -- even an audit -- pretty effortless. There is a lot of complexity in my taxes but they handle it very well.

Dave Natan of Newburg/CPA is the consummate professional and continues to go above and beyond in a very impressive manner.

We have trusted Dave and the Newburg team with our business for over 5 years. Go visit them and get things done right from the start.

Definitely one of the best CPA firms in the Boston area.

Extremely professional, practical and responsive. Highly recommend!

Professional, Punctual, Knowledgeable and Affordable!

Newburg CPA is the best!!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.