Whether you need your taxes done, a trust set up, an audit completed or a child heading off to college, Robert C. Alario Certified Public Accountants has a team of experts ready to help. The business, with office in Leominster and Worcester, prides itself on building personal relationships with its clients, said President Robert C. Alario, whose father, Anthony, started the business 66 years ago. Their business philosophy is to provide “Old Fashioned Main Street Service,” serving clients in a timely and cost-effective manner.
“I think we try to get to know the client and dig deeper,’’ said Alario, who joined the company in 1980. “We believe in the philosophy of asking questions – what keeps you up at night? It’s our connection to the clients that sets us apart.’’ Of course the pandemic has impacted their ability to sit down face to face with clients, but Alario said they’re doing their best to maintain a personal connection with clients over the phone and Zoom. “We’re meeting with some clients but we have to be respectful to our staff,’’ Alario said. The pandemic has impacted many businesses, leading to more financial planning and structuring. Some industries, like restaurants and hotels have been hit hard, while construction is booming. With 20 full-time employees, its size allows the company to offer a variety of services to clients such as tax preparation for individuals, partnerships, estates, trusts and corporations. They also provide tax planning, retirement planning, educational planning, business evaluations, auditing and payroll.
“We’re a full-service CPA firm,’’ Alario said. “We’re the largest CPA firm in North Central Massachusetts and the seventh largest in Worcester County.’’ Alario said business often picks up around election time as the outcome may lead to tax law changes. He said clients will come in to plan and prepare for any changes that may impact their family or business. Another area of growth is among baby boomers, many of whom are approaching retirement age, Alario said. “Years ago, with the GI Generation, there was a big transfer of wealth so there was a big focus on estate planning,’’ he said. “We’re seeing that again with the boomers so there are a lot of opportunities. You react to the environment.’’ The ability to remain flexible and adapt to changes in the economy and government and events that impact people’s lives and finances is imperative, Alario said. “The one word in business is change,’’ he said. “You constantly have to change and do things a little differently. It’s a different field than it was when I started with an adding machine. It’s different and dynamic.’’
Robert C. Alario Certified Public Accountants, PC, is located at 75 North Main St. in Leominster, 978-534-1999 and 67 Millbrook St. Suite 501, Worcester, 508-755-7575.
For more information, visit https://www.robertalario.com/.