We help entrepreneurs build financial architecture that lasts.

Boston-based CPA firm specializing in strategic tax planning, accounting, and wealth guidance for business owners and high-net-worth individuals.

Our Practice

Strategic financial guidance for the long arc of your business.

Silver is a Boston-based CPA firm built around a single conviction: numbers only matter when they serve the life you are building. We combine strategic tax planning, disciplined accounting, and senior-level advisory to keep your business, your household, and your legacy structurally sound as they grow.

How We Work

Personalized advisory. Direct human contact. Built for the long arc.

You will never be handed off to a junior. Every engagement is led by a senior advisor who knows your name, your numbers, and your goals. We work with fewer clients on purpose so we can be present, precise, and proactive throughout the year, not just at filing season.

What We Do

Three practices, one philosophy.

From your first business filing to complex estate planning, we build financial architecture that keeps compounding.

For Entrepreneurs

Business formation, strategic tax planning, bookkeeping, payroll, insurance and merchant services — for founders scaling without losing sleep over the books.

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For Individuals

Personal tax preparation, ITIN service, and a step-by-step budgeting program built to move you from surviving to structured.

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For High-Net-Worth

Financial consulting, estate planning, and the 1% Methodology for clients whose complexity has outgrown the standard CPA relationship.

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Our Mission

Prosperity through guidance, not just paperwork.

Silver was founded because too many entrepreneurs were being handed a tax return instead of a plan. Every engagement here starts with the same question: what is this money supposed to do for your life?

We treat integrity, excellence, humility, integration, and accountability as monthly practice, not marketing language. That is the standard our senior advisors are asked to hold with every client, every month, at every layer of the work.

The 1% Methodology

A monthly discipline for entrepreneurs who refuse to plateau. Built as an emotional intelligence framework for business owners who want their numbers, their team, and their mindset to compound together, one percent at a time.

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Client Reviews

★★★★★ 5.0 · 26 Google Reviews

Silver, in the words of the people we serve.

Real, verified Google reviews from business owners and individuals who trust Silver Financial with their most important numbers.

★★★★★

My accountant is extremely professional, reliable, and knowledgeable. He always explains everything clearly and makes sure my business stays organized and compliant.

Sideir De Oliveira Google Review

★★★★★

The best ever. Very knowledgeable, and attentive. Patient to explain everything. The office was very cozy and welcoming.

Rafael Vieira Google Review

★★★★★

The best accounting service in Boston! I highly recommend his services. The office space is absolutely adorable.

Larissa De Souza Google Review

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Ready to build financial architecture that lasts?

A first conversation with Silver takes thirty minutes and costs nothing. You leave with a clearer read on where your finances stand and what a partnership would look like.

Schedule a Consultation → Call (781) 606-2408

English

+1 (781) 606-2408

Português

+1 (781) 606-1826