O'Toole & Company, P.C.

Individual and business consultants helping you and your business through people and technology.

Certified Public Accountants

O'Toole & Company is a full service Boston based accounting, tax and consulting firm located in its own condominium office space at 429 Newbury Street in Boston's Back Bay.

The firm's goal is to assist its wide range of commercial and individual clients in setting and achieving their operational and financial goals through its offering of tax, accounting, estate and business advisory services and the efforts of its professional staff and technology based resources.

O'Toole & Company prides itself on its basic operating philosophy: we can only impact a client if we become integrally involved with our client's operation.

We are not a "once a year firm". For most of our business clients we are, in effect, their business manager/CFO. In this role, we seek to offer pragmatic solutions to many of the day-to-day problems faced by our clients and to assist them in establishing and implementing growth plans. As a firm, we are proactive and attempt to initiate agendas rather than merely react to client requests.

•	Tax Planning between Corporations and Stockholders
•	Financial Planning
•	Banking Relationships
•	Stockholder Agreements
•	Ownership Transitions and Business Succession Planning
•	Mergers and Acquisitions
•	Form of Entity Planning for Businesses
•	Job Costing
•	Pricing Formulas and Strategies
•	Overhead Control and Reduction
•	Industry Comparisons
•	Software installation & setup: QuickBooks, MYOB, Deltek Advantage, Intuit MasterBuilder and Peachtree
•	Executor and Trustee Services
•	Estate and Trust Planning and Related Tax Filings
•	Business Valuations
•	Lease Reviews
•	Staffing Requirements and Retention
•	Personnel Policies
•	Fringe Benefit Packages

Timothy J. O'Toole, CPA
Founding Partner

Karen G. Timmermans, CPA
Managing Partner

Michael B. Hughes, CPA
Partner

Michael F. O’Toole
Systems and Accounting Principal

Stephanie G. Jacobson, CPA
MST, Tax Principal

Karen A. Donnaruma
Systems and Bookkeeping Principal

Daniel E. Gaudet, CPA
Accounting Manager

Resumé Highlights

O'Toole & Company, P.C.
Certified Public Accountants
429 Newbury Street
Boston, MA 02115
Phone 617-262-1948
FAX 617-421-9509

Click here for map and directions.

O'Toole clients, click here to enter your user name and password for access to ProSystemFX online tax organizer which will enable you to submit your personal year-end tax information electronically:

If you wish to obtain a user name and password please contact us at: info@otooleco.com