Company Philosophy

A Certified Public Accounting & Business Advisory Firm

Joseph T. Twardy, Jr., CPA, LLC (TwardyCPA) is a certified public accounting and business advisory firm, specializing in serving families and individuals, privately-owned small businesses, and nonprofit organizations in the New England area.

Philosophy

TwardyCPA was founded based upon a few simple, yet powerful, principles:

  • To truly understand the unique needs and goals of each client.
  • To build and maintain the mutual trust that is the essence of long-lasting business and personal relationships.
  • To provide unparalleled business counsel and client service.
  • To simplify accounting and tax compliance processes wherever possible.

I take great pride in our shared values of community, integrity and trust, and handle every client engagement as though I were that client. These are the key reasons why over 90% of my clients come through personal referrals.

TwardyCPA employs the latest state-of-the-art computing technologies and software applications available to provide clients with reliable, timely advice and services in a paperless office environment.

TwardyCPA is a “Go Green” environmentally responsible CPA practice, recycling all paper, plastics and printer ink cartridges.

Integrity

My clients trust me to provide them with the most accurate, objective and timely financial advice and services possible. To maintain this high level of integrity, I do not represent or sell any insurance or investment products or services, since such activities would compromise the advice I give.

I will provide my clients with advice and recommendations in these areas, and refer them to practitioners and firms that I know and trust to deliver such products and services as appropriate.

I also will never share nor sell client’s contact or financial information with any third party organizations.


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Social Security Benefits

Extensions

Nonprofits

Medicare

"Joe provided an excellent experience and great results on both our federal and out-of-state taxes at a very reasonable cost. I especially appreciated his senior citizen discount!"

George & Sue Johanson, Sunapee, NH

"Joe is our tax guy forever. If you are looking for a competent, reliable, knowledgeable, reputable, proven, tax professional, Joe is the real deal."

J.C. and R.W.C., Lowell, MA

"He has a straight approach to processing taxes, is able to speak intelligently to why he implements the processes he has for QuickBooks, and is very fair with his fees..."

H. and G. Halleck, Newport, NH

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