AIOFA Group

All your finances. One trusted team.

Accounting, tax, and financial planning you can understand.

AIOFA Group LLC is a team of Certified Public Accountants, Certified Financial Planners, and financial professionals serving individuals and businesses in Massachusetts and beyond.

Get in touch

English and Chinese

Every member of our staff speaks at least two languages, so nothing gets lost in translation.

CPAs and CFPs

Licensed Certified Public Accountants and Certified Financial Planners on every engagement.

Local to Massachusetts

Based in Woburn and familiar with state tax, payroll, and company formation rules.

What we do

Full-service support for growing businesses and the people who run them.

Accounting

  • Day-to-day bookkeeping
  • Financial statement preparation
  • Accounting system setup
  • Financial analysis

Tax

  • Individual returns (Form 1040)
  • Partnership and LLC returns (Form 1065)
  • S corporation returns (Form 1120-S)
  • Tax planning

Financial Planning

  • Income, gift, and estate tax planning
  • Retirement planning
  • College and financial aid planning
  • Life insurance review

Business Services

  • Payroll
  • Sales tax filing
  • Company formation in Massachusetts
  • Client portal access

Who we are

A firm built on clear advice.

Our team of accomplished CPAs, CFPs, and financial professionals has served clients from our Woburn, Massachusetts office, and every member of our staff speaks at least two languages fluently.

We believe good financial guidance should be easy to understand, whichever language you think in.

English 简体中文

Our beliefs

We were taught three values from our parents growing up.

  1. You invest yourself in education, and no one can take that away from you.
  2. You work hard, then your dreams come true.
  3. You are accountable for yourself, and you are, by extension, a reflection of your family.

Contact us

Send us a message and we'll get back to you within one business day.