Kenneth P. Posco, CPA, CFP - Fitchburg, Massachusetts

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Kenneth P. Posco, CPA, CFP: A Trusted Financial Advisor

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For individuals and families seeking comprehensive financial guidance and meticulous tax preparation, Kenneth P. Posco, CPA, CFP, stands as a reliable and experienced professional. Located at 14 Oliver St, Fitchburg, MA 01420, United States, Mr. Posco offers a personalized approach to financial planning and tax management, demonstrating a commitment to client satisfaction and financial well-being. He operates with a dedication to providing clear, accessible advice, ensuring his clients understand their financial situation and the strategies being employed on their behalf. His firm is easily accessible, boasting a wheelchair-accessible car park, reflecting a commitment to inclusivity and ease of access for all clients. Appointments are highly recommended to ensure dedicated attention and efficient service, showcasing the value he places on building strong client relationships.

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Expertise and Services

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Kenneth P. Posco’s credentials as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) underscore his deep understanding of both tax law and financial planning principles. His core specialization revolves around tax preparation services, encompassing a wide range of complexities, from individual and business returns to estate planning considerations. However, his expertise extends far beyond simple tax filing. He assists clients with:

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• Financial Planning: Developing tailored strategies for retirement planning, investment management, education savings, and overall wealth accumulation.

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• Investment Analysis: Providing insights into investment opportunities and assisting clients in aligning their investments with their financial goals and risk tolerance.

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• Estate Planning: Offering guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to clients’ wishes and to minimize potential tax liabilities.

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• Business Tax Services: Supporting small business owners with their tax obligations, including payroll tax compliance and business structure optimization.

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Mr. Posco’s commitment to staying current with evolving tax laws and financial regulations is a cornerstone of his practice. He consistently invests in continuing education to maintain his expertise and provide his clients with the most up-to-date advice. This proactive approach ensures clients benefit from the latest strategies and regulations, minimizing potential risks and maximizing opportunities.

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Contact Information and Online Presence

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Clients can easily connect with Kenneth P. Posco, CPA, CFP, through the following channels:

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• Phone: 9783433344

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• Website: kposco.com

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• Address: 14 Oliver St, Fitchburg, MA 01420, United States

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His website, kposco.com, provides valuable resources, including informative articles, downloadable guides, and contact forms. It’s a central hub for clients to access information and schedule consultations. Furthermore, the firm maintains a strong presence on Google My Business, with 3 reviews reflecting a consistently high level of client satisfaction – an average of 5/5. These reviews, while not quoted verbatim, point to a dedication to responsiveness, clarity of communication, and a genuine concern for clients’ financial well-being.

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Client Testimonials & Reputation

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The positive feedback received by Kenneth P. Posco, CPA, CFP, speaks volumes about his professionalism and client-centric approach. Clients frequently commend his ability to simplify complex financial concepts, offering clear and concise explanations. He’s described as “the best accountant I’ve ever could ever ask for 5 years” and is strongly recommended by clients who value expertise, trustworthiness, and personalized service. The consistent high ratings and positive comments highlight a dedication to building long-term relationships based on trust and mutual respect. Individuals seeking a reliable and knowledgeable financial advisor in the Fitchburg area would undoubtedly benefit from considering his services. His commitment to accessibility, combined with his extensive qualifications, positions him as a valuable resource for both individuals and small businesses.

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Accessibility and Logistics

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Beyond his professional expertise, Kenneth P. Posco, CPA, CFP, prioritizes client convenience. The wheelchair-accessible car park demonstrates a tangible commitment to inclusivity, ensuring that individuals with mobility challenges can easily access his office. Scheduling an appointment is highly recommended to guarantee a dedicated consultation and allow for in-depth discussion of individual financial needs. This focused approach ensures that clients receive the personalized attention they deserve, fostering a collaborative and productive working relationship. His commitment to efficient service and client comfort contributes significantly to his reputation as a trusted and respected financial advisor.

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"summary": "Kenneth P. Posco, CPA, CFP, is a highly-rated financial advisor offering comprehensive tax preparation and planning services with a commitment to client satisfaction and accessibility.",
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👍 Reviews of Kenneth P. Posco, CPA, CFP