James P. Moriarty, CPA

James P. Moriarty, CPA We cater to your short and long-term tax and planning needs with preemptive empathy and analysis-based financial strategies.

“Exciting” may not be the first word that comes to mind when considering your accounting needs, but here at James P. Moriarty, CPA, we aim to change that. To our qualified Wilmington, MA CPA firm, accounting is exciting and not just because we love crunching numbers. We view accounting differently than most – as an opportunity to join forces with small business owners just like you so that we can

use our skills to help your business grow. We listen to and get to know each client so that we can curate services that meet their immediate needs and lay a foundation for their future. As an experienced CPA firm, we know that situations can change quickly. When those changes occur, we’ll be here for you, whether you’re a business or an individual. We are excited to join you on the journey as you make strategic financial decisions for now and set long-term goals for future growth. Your growth is our growth, so we take your business personally, and we do it with personality.

Managing payroll is one of the most important—and time-consuming—parts of running a business. The right payroll software...
05/21/2026

Managing payroll is one of the most important—and time-consuming—parts of running a business. The right payroll software can simplify compliance, automate taxes, and save hours each month. But with so many platforms available, how do you decide which one best fits your needs?

Read more here:https://www.moriartycpafirm.com/content_library.htm?id=ZFQOOYW8&cat=YL1W9YZ8

Owning commercial real estate isn’t just about building equity — it’s also one of the most tax-advantaged investments av...
05/12/2026

Owning commercial real estate isn’t just about building equity — it’s also one of the most tax-advantaged investments available. The U.S. tax code offers multiple incentives that can reduce your taxable income, enhance cash flow, and maximize your long-term returns. Whether you own an office building, warehouse, or retail property, understanding these benefits can turn your investment into a powerful financial engine.

Read more here:https://www.moriartycpafirm.com/content_library.htm?id=F6K2P0FM&cat=8s32j1y6

In 2026, data-driven decision-making is no longer optional for business owners. QuickBooks continues to be one of the mo...
05/06/2026

In 2026, data-driven decision-making is no longer optional for business owners. QuickBooks continues to be one of the most widely used accounting platforms, and its reporting capabilities play a critical role in understanding financial performance, cash flow, and overall business health. Knowing which reports to review regularly can help business owners move from reactive management to proactive planning.

Read more here:https://www.moriartycpafirm.com/content_library.htm?id=CK35SM5K&cat=rjnm42d4

Inflation remains one of the most influential forces shaping investment strategies. Even when inflation appears to stabi...
04/27/2026

Inflation remains one of the most influential forces shaping investment strategies. Even when inflation appears to stabilize, its long-term effects continue to influence purchasing power, returns, and portfolio construction. For investors in 2026, understanding how inflation interacts with different asset classes is essential for protecting wealth and maintaining real growth over time.

Read more here:https://www.moriartycpafirm.com/content_library.htm?id=CJW3Q525&cat=8yr2wv5i

Trusts are remarkably flexible and helpful planning tools. They can be used to protect and transfer assets to loved ones...
04/24/2026

Trusts are remarkably flexible and helpful planning tools. They can be used to protect and transfer assets to loved ones and to accomplish other goals, such as long-term asset management. Here's a look at some of the reasons why you might consider creating a trust.

Read more here: https://smpl.is/aj7a4

Retirement is a milestone many business owners dream about—but selling or transitioning your business isn’t just about h...
04/21/2026

Retirement is a milestone many business owners dream about—but selling or transitioning your business isn’t just about handing over the keys. To ensure a profitable exit, it’s essential to increase your business’s value before you step away. Whether you're planning to sell to a third party, transition to family, or install a management team, enhancing your business's worth will make the process smoother and more lucrative.

Read more here:https://www.moriartycpafirm.com/content_library.htm?id=53JACQ4J&cat=0G4HIWON

THE KNAPSACK PROBLEMYou are about to set off on a commercial submarine expedition in which passengers, due to capacity r...
04/15/2026

THE KNAPSACK PROBLEM

You are about to set off on a commercial submarine expedition in which passengers, due to capacity reasons, are allowed to carry only one bag weighing up to 10 lbs. You have 3 cherished items vying for a spot in the bag. Each item has a different weight and sentimental value to you. Which of the three items would you choose to pack, ensuring the bag is not overweight while making the most of your allowed weight?

Now, imagine that the bag cannot be opened until some distant day in the future. Naturally, you want to split your favorite things, enjoying some of them today and delaying gratification by setting some aside for future use. Each of those kilograms and sentimental value units corresponds to one dollar. How many dollars would you put in the bag, tucking them away for later? How many would you choose to enjoy in the moment? Empathic planning is about maximizing the total value of your assets with clarity and empathy for both your present and future self.
https://my.visme.co/view/4k9vpm8k-the-knapsack-problem

Address

400 Tradecenter Drive, Suite 5900
Woburn, MA
01801

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17815695177

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