CPA Services Your Financial Services Firm Can Count On

Livingston & Haynes works successfully with the Boards and owners of financial services firms, including registered investment companies, investment limited partnerships, family firms, independent broker-dealer firms, mortgage professionals, and other investment advisors and managers.  Our focus is to uphold the highest client service standards while helping your firm meet its changing needs, achieve its strategic goals and maintain compliance at every stage.

The experience our certified public accountants bring to this industry helps to ensure that our financial services clients meet the extensive tax and regulatory requirements.

Our services for financial firms include:

Call 781.237.3339 or email us today to learn more about our tax and accounting services for financial services firms.