Steven Moutsoulas
Johnson O'Connor Feron & Carucci LLP
Steven Moutsoulas, CPA, MBA
Phone Number
781-914-3334
Work Address

101 Edgewater Drive, Suite 210
Wakefield, MA 01880
United States

Regions Served
Statewide
Consultant Tags
Accounting, Auditing & Bookkeeping

Committed to providing value-driven solutions and servicing the non-profit community:
Our long-term focus at Johnson O’Connor is to support local nonprofit organizations through our assurance, tax, and consulting services. Our team of dedicated professionals are fully engaged in the non-profit community as evident through our volunteer service hours, internal fundraising efforts, and board and committee representation. We are committed to assisting nonprofit organizations successfully navigate the unique and complex regulatory environment in which they operate. Our experienced accounting, tax, and business advisors possess the skills, knowledge, and experience to bring valuable solutions to your organization through the high-quality services we provide.


We have expertise serving various types of non-profit organizations, including but not limited to:
Business and professional associations
Community and private family foundations
Environmental and conservation organizations
Health and human service organizations
Research and educational organizations
Youth development organizations


Our accounting and attest services include:
Audits
Reviews
Compilations
Preparation of financial statements
Employee benefit plan (EBP) audits
Agreed-upon procedures
Financial forecasts and projections 


We help clients with a variety of tax and planning services, including:
Corporation and partnership tax
Multistate tax
Individual tax
Estate and trust tax
Sales and use tax
IRS and state representation


Our business consulting services include:
Succession planning and transactional services
Lending and financing structures
Ownership agreement review and structuring
Cash flow planning
Financial reporting
Buy/sell agreements
Review of internal controls


Our client accounting services include:
Manage day-to-day business operations
Write-up and bookkeeping services
Outsourced accounting and CFO services
Prepare and analyze financial information
Management reports
QuickBooks expertise
Assess existing accounting system
Establish internal controls
Set up accounting systems

Organization
Entrepreneurship for All
Reference Name
Meralis Hood, President & CEO
Address
Lowell, MA HQ (Conducts business in NH)
Description of Work Done
Audit of financial statements
Single Audit
Preparation of tax returns
Organization
International Institute for Integrated Health & Higher Consciousness
Reference Name
Dr. Kenneth J. Emonds, PhD, President
Address
Biscayne, FL (Conducts Business in NH)
Description of Work Done
Preparation of tax returns