Advisory
Assurance
Tax
Technology
SOC
By Daniel Andrea, CPA, CITP, CISA
Mission Matters
By Sandy Ross, CPA, CFE, MSNM
Office Locations
Guiding Business Leaders with Smart Solutions to Build a Stronger Future.
Buy-side or sell-side, our transaction advisory team delivers the insights you need to mitigate risk and maximize value.
We assist plan sponsors and administrators with the complexities of complying with ERISA, DOL & IRS requirements.
KLR offers a full range of financial and management assurance services to help your business reach its full potential.
Comprehensive, forward-thinking tax guidance that aligns with your goals and adapts as you grow.
Unlock hidden tax savings through the R&D Tax Credit—rewarding your investment in new products, processes, and technologies.
Cost Segregation studies can potentially save property owners thousands of dollars over multiple years.
Multistate tax guidance to help your business stay compliant, reduce exposure, and plan with confidence.
SOC audits that strengthen credibility, support compliance, and give your clients the assurance they expect.
International tax services for businesses and individuals, including cross-border planning, compliance, and global mobility support.
Delivering Greater Value and Seamless Solutions for Clients
A milestone shaped by employee feedback and a culture that strengthens client service.
Find out what files you should keep and what you can toss here.
KLR Boston's office has moved to 115 Federal Street, Suite 801.
The tax law explained - resources for individuals and businesses
Many organizations approach SOC audits thinking they can move quickly, minimize preparation, and focus on speed over strategy. With 42 years of experience and 1,000+ SOC engagements behind him, Dan Andrea shares why that approach can create bigger problems down the road.
By Daniel Andrea, CPA, CITP, CISA June 29, 2026
By Jade Toher, CPA, MST
By Adam DoVale
June 03, 2026
May 12, 2026
May 04, 2026
April 22, 2026
