L & D Financial Services
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We provide income-tax preparation, personal financial planning, as well as accounting services for small businesses. At L & D Financial Services of North Reading, MA, we provide all the services and attention you need to reach your financial goals. We serve individuals as well as small businesses. L&D Financial Services was founded in 1972, specializing in tax preparation.

Today, we also offer personal financial planning, as well as accounting services for small businesses. We have enjoyed 35 consecutive years of growth and now serve approximately 1,500 clients. The success of our business is directly attributable to our 6 associates, who have a combined total of more than 100 years of experience in tax preparation.
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When you're in the market for tax preparation, you need to be certain that the professionals you're entrusting have the necessary experience to get things done correctly and on time. L&D Financial Services has decades of experience helping a variety of customers with tax preparations. Since we first opened our doors in 1972, we've enjoyed 35 consecutive years of growth to the point where we now serve approximately 1,500 clients.
L & D Financial Services of North Reading, MA, is a locally owned, family-run business that offers a full range of financial services, including income-tax preparation; personal financial analysis and planning; as well as accounting and financial services for small businesses. We prepare tax returns using the latest tax software as well as the combined resources of our associates, each of whom has at least 10 years of experience.
L & D Financial Services of Reading, MA, offers a wide array of professional accounting and financial services that can be customized to meet the unique needs of any small business. Our services include preparation of federal and state tax returns for the business as well as for the owners/officers.
L & D Financial Services of North Reading, MA, prepares state and federal income tax returns for individuals and small businesses. We have the expertise, experience and technology to help ensure that your tax returns incorporate all applicable tax savings and credits. Our 6 associates have a combined total of more than 100 years of experience in income tax preparation, and each has a minimum of 10 years of experience.
L & D Financial Services of North Reading, MA, can help you achieve your personal financial goals, including college savings, retirement plans, and estate management. We offer our personal financial analysis and planning services on a fee-only basis exclusively to clients who use our tax preparation services.
Reviews (4)
Raincoat Animations
Raincoat Animations
Oct 30, 2021
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Greg is extremely professional and a highly experienced accountant that I would recommend to any friend or family member.
Tom Selfridge
Tom Selfridge
Nov 08, 2020
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I've had my taxes done here for over a decade. They've always been courteous, helpful, and insightful in figuring out ways to maximize my return. I would recommend them to anyone
Sparkle Lee
Sparkle Lee
Sep 25, 2018
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Excellent service all around...from the receptionist, who is so polite to meeting with Greg, who is professional, kind, personable and very knowledgeable all around from handling taxes to giving financial advice.
Michelle Doran
Michelle Doran
Oct 26, 2015
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L&D Financial Services is a gem in North Reading and the entire North Shore. These guys are so knowledgable and have helped me save money and manage personal and business finances. They manage my payroll, books, business and personal taxes and more.