Jacobs, Velella and Kerr P.C.

About Us

VELELLA & KERR, P.C. is a Needham, Massachusetts CPA firm with offices in Needham and West Roxbury, Massachusetts. The company was established in December 1988 as the result of a merger between Herman Jacobs & Co., and Peter H. Kerr*, CPA. Prior to the merger, Herman Jacobs & Co. had been in practice for over forty years. Although, we are a Needham, Massachusetts CPA firm, our clients are both within and outside the Massachusetts area.

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An Experienced CPA Firm

The philosophy of the firm has been and continues to be one of responsiveness to its clients and their needs. As evidence of this type of personalized service, we are proud of the long-term relationship with one of our most substantial clients for over thirty years; we are now working with the third generation to run that company's operations.

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Our Services

Recordkeeping & Reports

If you’re in business and need recordkeeping and accounting systems, we can design them to fit your needs. We can provide or assist you in preparing payroll reports, journals, and general ledgers. We can assist reporting requirements so that the red tape in your life is minimized. We are a[…]

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Financial and Estate Planning

Increasing your net worth is an easier task with the help of a financial services representative or professional. We offer financial services or products and an estate planning program, including an analysis of your net worth, investment strategy, family gifting, trusts, retirement services, and family business transfers.

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Electronic Filing

We have the ability to file individual income tax returns to both federal and state governments. We also have the ability to print and file electronically 1099s and W-2s for you at year end.  Learn more about this service by contacting us through the website or by calling us.

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Tax Planning and Preparation

We will prepare all of your tax returns to assure that you are paying no more tax than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax[…]

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