Joseph T. Twardy, Jr., CPA, LLC

Lexington, United States

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Description

Specialties

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, individuals, privately owned businesses, and non-​profit organizations in New England.

Developing a thorough understanding of the critical aspects of each client’s markets and industry, along with their business and personal goals, is the key to excellence. I take great pride in developing long-​term, advisory relationships with clients who know I am always available to assist them wherever possible.

I cater to family groups and individuals who rely on my extensive knowledge of sophisticated tax issues to minimize their tax liability, assist them with philanthropic planning, and help them provide for future generations.

History

Established in 2010.

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

1. To truly understand the unique needs and goals of each client.

2. To build and maintain the mutual trust that is the essence of long-​lasting business and personal relationships.

3. To provide unparalleled business counsel and client service.

4. 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 to provide clients with reliable, timely advice and services in a paperless office environment.

TwardyCPA is an environmentally responsible «Go Green» CPA practice. We recycle all paper, plastics and printer ink cartridges, and participate in NStar’s «Smart Energy Pilot» program.

Meet the Business Owner

Joseph T.

Business Owner

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

Joe is experienced in auditing, accounting and tax services, business valuations, financial planning, financial analysis, modeling and forecasting, data processing and software applications, and income tax planning and compliance.

He has worked with clients in a wide range of industries, including architecture and engineering, construction, consulting, distribution, emerging technologies, family-​owned businesses, hospitality, information technology, law firms, medical and dental practices, non-​profit organizations, real estate development, and retail.

Education:

Rensselaer Polytechnic Institute — Bachelor of Science, Electrical Engineering

Boston University — Master of Business Administration, with Honors

Bridgewater State College — Postgraduate Accounting Courses

Stonehill College — Postgraduate Accounting Courses