Professional Tax Services

Easy to Understand Financial Management
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Fiduciary Company

Working every day to make your goals, ours.

We take great pride in calling ourselves a Fiduciary firm. What this means to us is that we will always give you advice we feel is in your best interest.

LTR is an “Endorsed Local Provider” for The Dave Ramsey Show.

Personal & Business Advisors

Everything you want from a financial firm, all in one place.

We will never allow outside influences to cloud our judgement and everything we offer to you as a client, will have been determined to be the best we have to offer, both in cost and quality.

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Our Specialties

We Can Do It All. Get In Touch For a Consultation

Tax Advisors

Retirement Planning

Life Insurance

Long Term Care


Tax Preparers & Bookkeepers

Estate Planning


What we have to offer you.

Our firm is rich and deep in both knowledge and experience with our staff bringing a variety of cultural and educational backgrounds to each and every client.

Tax Advisors

Investment Planning

Life Insurance

Estate Planning

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22 Elm Street Waltham MA 02453

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