James P. Moriarty, CPA

James P. Moriarty, CPA is a Boston-based accounting firm specializing in wealth management and tax planning services for high net worth individuals and business owners. The firm partners with entrepreneurs, business owners, high net worth families, and successful professionals to safeguard wealth through comprehensive financial guidance. Core services include high net worth tax planning, exit and succession planning, retirement planning, estate planning strategies, college planning, and personal financial planning. The firm also offers elder care accounting services including personal records management, budgeting, organizing legal documents, preparing asset inventories, and planning retirement account distributions. The firm emphasizes a personal approach, taking time to understand each client's unique financial journey and designing plans aligned with their vision for the future. Free consultations are available for individuals and businesses seeking guidance on tax planning and wealth preservation.