David J Prothero, CPA, PC

David J Prothero, CPA, PC We provide personalized, professional financial advice in the areas of tax reduction strategies, investments and insurance for individuals and businesses

Tax consulting and preparation for individuals, sole proprietors, corporations, trusts, estates, and gifts including e-filing tax returns to the IRS & all 50 states

Small business consulting

Capital gains analysis and planning

Tax planning strategies to reduces taxes before and after year-end

IRS and Massachusetts Department of Revenue representation and notice resolution

Home ownership anal

ysis and planning

AMT (Alternative Minimum Tax) analysis & planning including planning for ISOs (Incentive Stock Options)

Tax implications and planning for investing in real estate, including buying a multifamily or vacation home

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!
06/03/2026

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

06/01/2026

Is phased retirement for you? It may be if the thought of stopping work cold turkey is not appealing.

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared...
05/29/2026

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

05/28/2026

Today’s “large language models” like ChatGPT don’t have the training to act in users’ best interest, but an MIT professor hopes to teach them how.

05/25/2026

Protecting your portfolio from a crash looks harder than ever.

There's still time to lower your tax obligation. Here are five great ideas to consider.
05/22/2026

There's still time to lower your tax obligation. Here are five great ideas to consider.

Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.

05/21/2026

The Dow industrials reached 50000 this past week. The younger crowd is unimpressed.

05/18/2026

A successful budget is about building a plan that aligns with your goals, values, and lifestyle so that you can make intentional choices based on what matters most.

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.
05/15/2026

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.

Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful, the over-generous gift giver could end up with a surprise tax bill and a note from the IRS.

05/14/2026

Fixed monthly expenses are the silent killers of any budget. Here are five expenses you should renegotiate right now to get yourself ahead financially.

Address

313 Washington Street, Ste 200
Newton, MA
02458

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

(617) 871-6602

Website

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