A b o u t    U s


L & D Financial Services is a multi faceted financial services entity specializing in income tax preparation, mortgage lending, personal financial planning and accounting services for small businesses.

We are located at 280 Main St., Suite 102, No. Reading, MA 01864

L & D Financial Services was founded in 1972 specializing in tax preparation and has enjoyed 35 consecutive years of growth with our firm now serving approximately 1500 clients.  The growth and success of our business is directly attributable to our six associates who have a combined total of over 100 years of experience in tax preparation. Our associates possess all of the skills necessary to ensure your tax returns will incorporate all of the tax savings and credits applicable to your individual tax return.  Our rates are very affordable and are significantly less than the national firms.

In order to meet another of our clients’ financial needs,
L & D Financial Services became a licensed Mortgage Broker in May of 2003.  In an effort to provide the best products, pricing and service in mortgage lending to our clients we have chosen to be affiliated with First Boston Mortgage Corp.

Additional services offered at L & D include personal financial analysis and planning.  This service is available only to our existing tax clients.

We offer a wide array of accounting services to meet the needs of small businesses.

 

Please click on the Services tab above for:

Tax Service: Detailed information about income tax preparation services offered.

Personal Finances:  Financial analysis and planning for clients.

Mortgage Lending:  Information about our mortgage service.

Accounting Services:  Information about our accounting services.

 

Click here for our Top Ten Tax Saving Tips.

Don't forget to print out your forms >

 

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