To our valued clients,
We are pleased to announce our merger with Treeful Damaso Aniceto, Inc. (TDA). As of September 1, 2022, our combined firm will be conducting its practice as TDA.
For the last 35 years, we have provided exemplary tax and accounting services to our community. We have attracted high-quality, committed professionals, and invested in their training, development, and growth. As a result of those efforts, we have experienced tremendous growth over the past several years. This has been directly related to the success our clients have had in their business and personal pursuits.
With complementary operations, geographies, and culture, TDA is a tax, accounting and financial planning group specializing in small business, individual and Not-for-Profit services. TDA shares the same goal of offering their clients with high-level enriched services. Blending the experienced staff of BSDG with the talented next generation TDA partners, staff, and technology, will seamlessly provide continuity for our clients.
All services that we have provided to you in the past will continue.
All of our staff are being retained in their current roles so you will continue to work with the same professionals you have in the past.
Our Framingham office will remain open and all contact information will remain the same with the exception of email addresses. The new email addresses will be [first initial][last name]@tdacpas.com.
As mentioned in last week’s email, there will be a change in document delivery. Effective September 30, 2022, we will no longer be using the secure portal to deliver information electronically. We will now be using a new secure cloud-based program, SafeSend Returns to deliver engagement letters, tax organizers, tax returns and electronic signatures.
This merger will provide an expansion of resources, productivity, and efficiency for our clients. In addition to the tax, bookkeeping, accounting, and financial planning services we’ve provided, we are excited to now offer an in-house financial planner to meet your financial and estate planning needs.
If you have any questions about this exciting news and what it will mean for you, please contact us. We look forward to introducing you to some of our new partners and associates.
We are grateful to you not only for the opportunity to provide you with accounting services but for your loyalty and friendship, which have enriched our relationship. We are confident that our new affiliation will serve us all well.
For more information, please visit www.tdacpas.com.