Providing Objective, Timely Advice to Help Clients Achieve Their Financial Goals

Our Services

Families & Individuals

Commercial Businesses

Nonprofit Organizations

Consulting

Family / Individuals

Income Tax Return Preparation

Tax Planning

Rental Real Estate

Exercise of Stock Options

Commercial Businesses

Cash Flow Optimization

Capital Equipment Acquisitions

QuickBooks Customization

Retirement & Pension Planning

Nonprofits

Reviews of Financial Statements

Grant Requirements Conformity

Financial Reporting by Program

Gov't Reporting Compliance

Our Services

Families & Individuals

Commercial Businesses

Nonprofit Organizations

Consulting

Family / Individuals

Income Tax Return Preparation

Tax Planning

Rental Real Estate

Exercise of Stock Options

Commercial Businesses

Cash Flow Optimization

Capital Equipment Acquisitions

QuickBooks Customization

Retirement & Pension Planning

Nonprofits

Reviews of Financial Statements

Grant Requirements Conformity

Financial Reporting by Program

Gov't Reporting Compliance

Our Services

Families & Individuals

Commercial Businesses

Nonprofit Organizations

Consulting

Family / Individuals

Income Tax Return Preparation

Tax Planning

Rental Real Estate

Exercise of Stock Options

Commercial Businesses

Cash Flow Optimization

Capital Equipment Acquisitions

QuickBooks Customization

Retirement & Pension Planning

Nonprofits

Reviews of Financial Statements

Grant Requirements Conformity

Financial Reporting by Program

Gov't Reporting Compliance

Helping Clients Achieve
Their Financial Goals

What we can do for you?

Joseph T. Twardy, Jr., CPA, LLC (TwardyCPA) is a certified public accounting and business advisory firm, specializing in providing accounting, tax planning and tax return preparation services to families and individuals, privately-owned small businesses, and nonprofit organizations in New England.

Leadership

Joe is the principal and founder of TwardyCPA. He brings over 30 years of extensive business experience to help clients achieve...

Professional Associations

Joe is a member in good standing with a number of important accounting industry professional associations...

"When in doubt, we call Joe, and he always responds promptly and thoroughly."

Barbara Hughey - Lexington, MA

"Joe has done our taxes with a level of professionalism and responsiveness that has been unmatched for us in the last 20 years."

AB & TB – Tewksbury, MA

"Joe provides clear and thorough responses to questions, and ensures that all reports are submitted on time."

David Pollack - Lexington, MA

"Hands down Joe Twardy is the best CPA I have worked with; I have and will continue to recommend him to everyone I know.K.D. Joslin"

K.D. Joslin

Have a Question? Contact Us Today!

Lexington: 781.274.6600

405 Waltham St., Suite 382, Lexington, MA 02421

Sunapee: 603.763.0350

24 Pine Grove Rd., Sunapee, NH 03782