Serving You

We always do the right thing,
even when no one is looking

At McLaren & Associates, we’ve created the right mix of services that allows you to save on your obligation to the government, avoid red flags, avoid stress and provide you with a trusted advisor.

Tax
Services

We are tax strategists. It is our job to proactively plan and strategize to reduce your taxes, avoid red flags, and keep you in compliance.

Forensic
Accounting

Forensic accounting is the investigations of lost, hidden, or stolen money or income used in divorce, estates, and litigation cases.

Business
Valuations

Whether you’re buying or selling, going through a divorce, planning for your estate, have a court issue, or looking for investors, having a business valuation done properly is key.

Record
Keeping / CFO

When it comes to your company’s books, our team can help you. We offer assistance on multiple levels to basic bookkeeping services.

The Numbers

We are relentless, and
our numbers prove it

97%

of the forensic accounting cases that we take, we win.

3 to 1

Three. That's the number of accountants we have per case.

100%

is the percentage of clients we truly care about.

CERTIFIED B-CORP

We aim to do well while doing good

At McLaren & Associates our team is dedicated to our mission of making a positive difference in as many lives as possible. One way that our firm could show the world our mission was to become a Certified B Corporation™.

  • certified b corporation logo
  • WBJ 2019 2020 & 2021 BOB AWARD WINNER
  • WBJ 2017 & 2018 BOB HONORABLE MENTION
  • 97% CASES WON
  • WBJ 40 UNDER FORTY
David

Frequently Asked Questions

Here you will find some of our most frequently asked questions. At McLaren & Associates, we do things a lot differently than other firms. Please take a look below to find out how we can save you money and how our unique approach to accounting operates. If you need further assistance, please feel free to contact a team member at (508) 842-0459.

The accountants at McLaren and Associates are tax strategists; not just tax preparers and they work much differently than an ordinary tax preparer. Your experience with us will be completely different than with your prior accountant(s). Our different process makes us extraordinary at what we do. An ordinary tax preparer will typically spend around 2 to 3 hours preparing your tax returns. However, at McLaren we typically spend an average of over 30 hours per client. We do this in order to analyze your various accounts, ask you many more questions than you are likely used to, and run different scenarios to find the absolute best scenario that will save you the most in tax dollars without generating red flags.

On average our business clients spend $5,600 with us a year. Some spend much more depending upon the scope of work required. Without some initial work, it is extremely difficult for us to give you a quote and that is why we never quote for our services. While there are many reasons that your work could be more expensive, we promise that we will never do work that does not provide you with a tax savings well in excess of the amount of your bill.

Generally, we can finish an engagement within 4 to 6 weeks from receiving all of the tax planning items that we have requested.

You can proactively reduce the cost of your bills by providing us with all items needed to prepare your tax return as soon as possible. These items include records, reconciled bank statements, reconciled credit card statements, all fixed assets purchased that tax year (with cost and documentation), your company’s W-2’s and 1099’s, documentation on new loans, business and total mileages for the year, business expenses paid personally, health insurance expenses, and, if applicable, home office information. By providing this information in a timely, organized manner, you will reduce your bill by reducing our need to follow up with you to retrieve those items. Believe it or not, this can save you hundreds of dollars on your bill.

We are well versed in the most up-to-date tax laws so that we can make them work to your advantage. Instead of just working off of the information you give us, we ask you questions specific to your profession or business to get the most out of your deductions and save you money.

Clients are billed in 15-minute increments. The exact cost is dependent on the preparer(s) involved. Each employee has a different rate which is based on their experience level.

We offer a free, 30-minute consultation to new and potential clients to see if McLaren & Associates is the right fit for them based on their expectations and work to be completed.

CPA = Certified Public Accountant

CGMA = Chartered Global Management Accountant

CRFAC = Certified Forensic Accountant

ABGOV = Certified Governmental Forensic Accountant

RFI = Registered Forensic Investigator

CRFAU = Certified Forensic Auditor

At McLaren & Associates, we work as a team to collaborate on your accounting needs. There is a primary preparer that is assigned based on the complexity of work the client is requesting. This primary preparer will be the client contact for any questions or information exchanges. It is very common for client bills to contain time from multiple accountants.

We have a diverse team that brings different knowledge to the table. Our specialties include but are not limited to: construction and trades, real estate, healthcare, and professional services, such as attorneys, financial advisors, consultants and others that sell their time or knowledge.

Employment

We're not your grandfather's
accounting firm