Boston, MA · Serving New England since 2012

Small-firm accounting,
boutique attention.

Tax, bookkeeping, and advisory for small business owners, founders, and families. Same CPA, same team, every year. No handoffs to seasonal preparers. No surprise fees.

Book a free 30-min consultation See services

14 yearsIn boutique practice

280+Active clients

$0Initial consultation

IRSe-file authorized

"They've been our CPAs for 7 years and I've never once wondered where we stood with the IRS."

— Rachel T., Small Business Owner · Back Bay

What we do

Four things. Done thoroughly.

We don't try to be everything. We focus on the accounting work small businesses and owners actually need, and we do it carefully, on time, with you in the loop.

Tax Preparation & Planning

Personal, business, partnership, and multi-state returns. Planned quarterly, not thrown together in April. Most clients save more than we charge.

Individual & joint returns
Business entity returns (LLC, S-corp, C-corp, partnership)
Quarterly estimates & year-end planning
IRS audit representation

ii.

Monthly Bookkeeping

Clean books every month, reviewed by a CPA (not outsourced). You get monthly financials you can actually read, plus a quarterly review call to stay on top of your business.

QuickBooks Online or Xero
Monthly P&L and balance sheet
Expense categorization & cleanup
Quarterly strategy calls with your CPA

iii.

CFO & Advisory Services

For businesses doing $500K–$5M and growing. Budget modeling, cash-flow forecasting, board-ready reporting, and a real CPA in the room when you need one.

Fractional CFO (1–2 days/month)
Budget & cash-flow modeling
M&A and exit-readiness
Investor-grade reporting

iv.

Formation & Setup

New business? We set up your entity, file your EIN, register your state tax accounts, and get you on payroll the right way from day one.

Entity selection & formation (LLC, S-corp)
EIN & state tax registrations
QuickBooks setup & training
Payroll onboarding (Gusto/Rippling)

Estate & Succession Planning

Working alongside your attorney, we structure your business and personal finances to pass cleanly to the next generation with minimal tax impact.

Generational tax planning
Trust & estate returns (1041)
Business succession modeling
Gift & wealth transfer strategy

vi.

Tax Problem Resolution

IRS notice in the mail? Back taxes owed? We'll talk to them so you don't have to. Honest assessment, realistic path forward, flat-fee representation.

IRS & state notice response
Back tax filing & representation
Installment plans & offers in compromise
Audit defense

Our Team

A small team. Same every year.

Three CPAs, two bookkeepers, one office manager. You'll work with the same person for the entire relationship. No seasonal staff, no one calling you from a call center.

Evelyn Park, CPA

Founder & Managing Partner

Evelyn started Halcyon in 2012 after eight years at a Big Four firm. She specializes in tax for small businesses and founders, and still does every client's first call personally.

Education: BS Accounting, Boston College · MBA, Tuck
Credentials: CPA (Massachusetts), PFS
Specialty: Small-biz tax, S-corp elections, exit planning

Marcus Chen, CPA

Partner · Advisory & CFO Services

Marcus came to us from a mid-sized firm where he did CFO work for 40 growing companies. He leads our fractional-CFO practice for clients doing $500K–$5M in revenue.

Education: BS Accounting, UMass Amherst
Credentials: CPA (Massachusetts, Rhode Island)
Specialty: Fractional CFO, SaaS & professional services

Ana Ruiz, EA

Senior Accountant · Individuals

Ana handles most of our individual and family tax returns. She's an Enrolled Agent (a specialized IRS credential), and she's known for making tax season feel calm.

Credentials: Enrolled Agent (all 50 states)
Experience: 11 years at Halcyon
Specialty: Individual returns, multi-state, self-employed

How we work

A calm, predictable rhythm.

We've refined this process over 14 years. It's the reason our clients stay for a decade.

i.

Free 30-minute discovery call

You tell us about your business and what's keeping you up at night. We tell you honestly whether we can help and what it would realistically cost.
ii.

Engagement letter with flat fees

If we're a fit, you get a written engagement with monthly and annual fees laid out up front. No surprise invoices. Ever.
iii.

Monthly rhythm, quarterly reviews

Books closed every month with real reports in your inbox. A quarterly call with your CPA to talk through what's working, what's changing, and what to plan for.
iv.

Tax season without the panic

Because we've been working with you all year, April is just paperwork. No scramble, no missing receipts, no last-minute phone calls.

Transparent Pricing

Flat monthly pricing. No surprises.

Every engagement is a flat monthly or annual fee, quoted up front. You always know what you're paying. We don't bill for phone calls.

Individual

For W-2 earners, freelancers, and families who want a real CPA in their corner.

$495

annual · tax return & planning

Federal + state return (one state)
Year-end tax-planning call
IRS notice response included
Direct access to your CPA year-round
Next-day email response

Get started

Business Monthly

For businesses $100K–$2M in revenue. Everything handled, end-to-end.

$695/mo

monthly bookkeeping + annual tax

Monthly bookkeeping (QBO/Xero)
Monthly financials & P&L
Quarterly strategy calls
Business tax return included
Quarterly tax estimates
Unlimited email & phone access

Book a consultation

Fractional CFO

For $1M–$10M businesses. Strategic financial leadership without a full-time hire.

$3,500/mo

1–2 days per month, on-site or remote

Everything in Business Monthly
Budget & cash-flow modeling
Board-ready reporting
Monthly CFO strategy session
Lender & investor prep
Direct line to Marcus

Discuss your needs

Need something custom? Every business is different. Book a free 30-min call and we'll scope it together.

FAQ

Questions before you call.

How do you compare to TurboTax or a cheap tax preparer?

Software and seasonal preparers handle straightforward returns fine. If that's what you need, you don't need us. We're for people who want a real CPA thinking about their situation all year — planning quarterly, spotting opportunities, and being there when the IRS sends a letter. Our clients typically save more in taxes than we charge.

What if I'm behind on my books or taxes?

Very common — and fixable. Many new clients come to us after 2 or 3 years of missed filings. We do a catch-up engagement, bring everything current, then put you on a clean monthly rhythm. No judgement, just a plan.

Do you work with my industry?

We focus on small businesses, professional-service firms, creative agencies, SaaS, trades, real estate investors, and freelancers. If your industry is outside those, we'll say so on our first call and refer you to someone better suited.

Can I keep my existing QuickBooks/Xero?

Yes, we work inside whatever system you already have. We can clean it up, restructure your chart of accounts, and take over ongoing bookkeeping — or you can keep doing it yourself and we'll just review monthly.

What does the first consultation cover?

Thirty minutes, free, no obligation. We'll ask about your business, your current situation, and what's keeping you up at night. You'll walk away with honest feedback about whether we can help, and what working with us would realistically look like.

Small-firm accounting,boutique attention.