Frequently Asked Questions
What types of clients does Newburg | CPA work with?
We proudly serve a wide range of clients, including entrepreneurs, small to mid-sized businesses, fast-growing startups, and more. Whether you are navigating complex tax matters or seeking strategic business guidance, we tailor our services to meet your unique needs.
What services do you offer?
Our comprehensive offerings include tax planning and compliance, audit, financial reporting, attestation, outsourced accounting, due diligence support, business valuation, estate and trust planning, transaction advisory, foreign tax compliance, management advisory services, and 401(k) audit services.
How do I become a client?
Getting started is simple. After an initial consultation to ensure a strong fit, and a review with our client acceptance committee we will assign you a dedicated engagement team—typically including a primary point of contact and a director or partner. You will be onboarded through our secure systems and begin receiving ongoing communication tailored to your goals.
How do I securely share documents with your team?
We use Sharefile, a secure online portal designed for safe and efficient document exchange. You can access it anytime via the “Client Login” link on our website.
Will I have a consistent point of contact?
Yes. Each client receives a dedicated engagement team that includes a professional lead and a partner or director. This ensures consistency, responsiveness, and a high level of personalized service.
What makes Newburg | CPA different from other accounting firms?
We deliver boutique-level attention with the depth and reach of a larger firm. As an independent member of the BDO Alliance USA, we provide national and international resources while maintaining the personalized care and responsiveness of a local team.
Do you work with clients outside of Massachusetts?
Yes—we support clients nationwide and internationally. Whether you prefer virtual collaboration or in-person meetings, our team adapts to your preferred way of doing business.
How can I provide feedback or ask questions after I become a client?
We believe in open communication. You are encouraged to reach out to your engagement team directly at any time or email us at info@newburg.com with questions or feedback.
Where can I find updates, deadlines, and firm news?
Stay informed by following us on LinkedIn, Instagram, or Facebook. You can also visit our Insights & News page for the latest updates.
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