Eddy Company, LLC

Eddy Company, LLC Eddy Company, LLC is a financial services and tax firm located in Eastern Massachusetts, but servicing individuals and businesses across the United States.

We provide Fee-Only financial planning, investment advice, investment management services, and tax preparation/planning to individuals and businesses. As a Fee-Only firm, we avoid conflicts of interest by working solely for you. We receive no compensation from third parties, such as mutual funds or insurance companies, and we do not sell any financial products. We have no income or net worth minim

ums. Eddy Company, LLC is an independent, Fee-Only registered investment advisory firm with offices in Eastern Massachusetts. Founded by Brian Eddy, who has attained the CFA Charter, holds a CFP Certificate, a BS from Gordon College, and MBA from Boston University. Eddy Company, LLC, is a registered investment advisor. Securities offered through Interactive Brokers. Member SIPC/FINRA/NYSE.

11/09/2023

The IRS on Thursday announced higher federal income tax brackets and standard deductions for 2024. Here's what taxpayers need to know.

06/13/2023

The second-quarter estimated tax deadline for 2023 is June 15. Here's how to avoid a surprise at tax time, according to the IRS.

01/25/2023

The IRS expects to issue guidance on the clean vehicle credit in March. Experts think the rules around car batteries will limit who can get the credit.

11/28/2022

A high-yield savings account is ideal for large short-term expenses but you should still make sure you aren't over-saving.

11/16/2022

The approach of year-end presents another opportunity to reassess your tax and financial circumstances and generally take control of your finances. In this article, you will find 12 year-end planning tips to consider.

10/19/2022

The IRS has released higher federal tax brackets and standard deductions for 2023 to adjust for inflation. Here's what filers need to know.

10/18/2022

For the U.S. as a whole, inflation ran at a yearly 8.2% rate in September, but households in some areas of the nation have had it worse.

10/03/2022

Looking for smart year-end tax planning ideas? Consider one of these three strategies from financial advisors.

02/11/2022

There's a question about cryptocurrency on the front page of your tax return. Here's how to answer it and what happens if you don't report taxable activity.

02/08/2022

Couples — whether they're newly married or in their golden years —should know the pros and cons of filing jointly vs. separately, especially in context of tax laws.

02/01/2022

It's officially tax season, and if you were among the many trading cryptocurrency this past year, it's time report your activity on your 2021 tax return.

Address

100 Cummings Center, Suite 7504
Beverly, MA
01915

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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