Lexington, MA: 781.274.6600
Sunapee, NH: 603.763.0350
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Company - Certified to assist with Cost of Goods sold, Capital Equipment acquisitions and more.

Certifications


Joe maintains professional certifications by the following governmental agencies, professional organizations
and companies: 

The Massachusetts Board of Public Accountancy

The Massachusetts Board of Public Accountancy issues licenses to practice public accountancy to qualified individuals who comply with the requirements of the statute and rules. The Board monitors the licensee’s practice of public accountancy and its related business operations to insure that the services provided to the public in any licensed capacity are in accordance with the ethical standards of Massachusetts General Laws and Board Regulations. The Board also insures that licensees have complied with all continuing education and peer review report requirements necessary to renew their licenses.

State of New Hampshire - Board of Accountancy

The New Hampshire Board of Accountancy promotes the reliability of information that is used for guidance in financial transactions, for accounting, for assessing the financial status or performance of commercial, noncommercial and governmental enterprises. 

American Institute of Certified Public Accountants
Peer Review

As an AICPA member active in the practice of public accounting, TwardyCPA is associated with an independent CPA firm that participates in an AICPA-approved practice-monitoring program. Under this Peer Review program, this CPA firm conducted a thorough examination the Reviewed Financial Statements and related workpapers that TwardyCPA had prepared to ensure that all work was performed in accordance with the rules and regulations set forth in the AICPA’s Statement on Standards for Accounting and Review Services No. 21 (SSARS 21), Section 90, which took effect for engagements to prepare financial statements for periods ending on or after December 15, 2015.

Firms can receive a rating of “pass", "pass with deficiency(ies)", or “fail". For the most recent 2-year review period ended August 31, 2015, TwardyCPA received a rating of “pass”.

TwardyCPA is scheduled to undergo its next Peer Review covering the 2-year review period ended August 31, 2017 during the fall of 2017.

IRS

IRS regulations require that all paid tax return preparers register with the IRS to obtain a preparer tax identification number (PTIN) and an electronic filing identification number (EFIN) as an approved, authorized IRS e-file provider, and meet continuing professional education (CPE) requirements as a tax preparer. As an active CPA in good standing with the Massachusetts Board of Public Accountancy and the New Hampshire Board of Accountancy, I satisfy all IRS requirements.

Intuit Certified ProAdvisor - QuickBooks
2017
2016
2015
2014
2013
2012
2011
2010

QuickBooks® is the #1 rated and best-selling small business financial software application used to record and manage accounting and financial transactions.
Gold-Level Certified QuickBooks® ProAdvisors have completed the comprehensive training curriculum developed by Intuit. This demonstrated higher level of commitment to QuickBooks product knowledge provides clients with a higher level of proficiency and expertise to better serve their needs, and improve their productivity and profitability.

 

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