Westfield, MA 01085 USA

Make life less taxing.

Are you using the same team of professionals for..
your personal taxes, financial planning and business?


& Payroll Services

Considering your strenuous efforts, it’s only fitting to entrust the task of monitoring your business’s financial status to our adept professionals. With expertise in QuickBooks and payroll taxes, we’re well-equipped to manage these aspects efficiently on your behalf.

& IRS Representation

Faced with an audit? As enrolled agents or ‘EAs’ Drenen has the power to represent you in a crisis. Surely we will help mitigate what you owe.

Financial Planning
& Investments

Whether it is college planning, real estate or even divorce we have the financial knowledge to help direct you to the best outcome.


Tax mitigtion and financial planning combined together

While crafting a detailed financial strategy is vital, it’s equally imperative to recognize the profound impact of evolving tax regulations. These dynamic changes can directly affect your investment returns, personal income, and business profits. Relying on separate accountants and financial planners may inadvertently overlook the comprehensive expertise necessary for minimizing tax liabilities and optimizing investment returns. This is where Drenen Financial Services excels, embracing the philosophy that effective tax management and adept financial planning are intrinsically interconnected.

Contact Drenen Financial Services

Business Consulting Services

Drenen Financial offers a free financial consultantion or second opinion on your current situation

At Drenen Financial Services, we conduct a comprehensive evaluation of your existing portfolio, even if it’s managed elsewhere. This assessment offers a valuable second opinion with recommendations for potential improvements. Our unique perspective as tax professionals is seamlessly integrated into your financial planning, emphasizing tax mitigation—a facet often overlooked by many advisors. Furthermore, we provide dedicated assistance with audits, optimizing your tax strategy to retain more earnings, potentially enhancing your investment prospects and growth. If you’re starting your investment journey, we’re here to offer expert guidance.

A few things we strive to be great at

At Drenen Financial Services, we firmly believe in the symbiotic relationship between tax mitigation and financial planning. As a comprehensive service provider, we effectively address the diverse needs of our clients. These needs span tax preparation, advantageous financial planning, expert investment management, proficient IRS audit support, and robust business services. With a thriving client base of over 6,000 individuals, families, and businesses, we annually process more than 3,500 tax returns to ensure financial success.


We protect those in higher-income tax brackets with larger portfolios, estates, and inheritances from overpaying in taxes with a combination of tax mitigation strategies, tax-sheltered investments, and other creative solutions.


In the realm of college planning, there exists a multifaceted strategy that extends far beyond the act of simply contributing to a college fund. Even when your child’s college path remains uncertain, it’s of paramount importance to approach this endeavor with foresight. Initiating the planning process at an early stage is key. However, if your child is currently in high school, the urgency to establish a well-crafted plan becomes all the more apparent.


At Drenen Financial Services, we are dedicated to bringing calm and profound peace of mind to individuals and couples who find themselves at the crossroads of contemplating or progressing through the intricate process of divorce. With our extensive array of services, we assist in valuing and separating assets and liabilities. Furthermore, we specialize in determining the most advantageous tax filing strategy during this pivotal and often emotionally charged transition.


At Drenen Financial Services, collaboration is at the heart of our approach. We actively partner with a diverse network of esteemed service professionals and firms, including attorneys, financial planners, accountants, real estate agents, architects, and various other specialists. Our aim is to seamlessly bolster your support system, offering an array of complementary services to ensure your clients receive a comprehensive, full-service experience. We genuinely look forward to establishing connections with you and embarking on collaborative endeavors together.


At tax time, it’s imperative to consider the unique challenges that medical and dental practices encounter, challenges that might elude other accountants and financial planners. These distinctive issues require careful attention and specialized expertise, which can be overlooked by professionals who lack comprehensive industry insights.


Restaurants and caterers are businesses that deal with a lot of cash, part-time help, and inventory. Accurate bookkeeping and tax planning is important to preserving what you’ve worked so hard to make. Drenen can protect and help with IRS audits as well.

Our Team

Meet Drenen Financial Services group of professionals.

Walter “Sonny” Drenen

Enrolled Agent, Founder & President

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Freda Brown

Enrolled Agent & Master Tax Advisor

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Lynne Mulligan

Office Manager & Financial Services Administrative Assistant

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Massachusetts tax planning

Paula Piette

Enrolled Agent, Tax & Bookkeeping Professional

Massachusetts tax planning

Pam Demers

Bookkeeping & Payroll Professional

Stephanie Stoudenmire

Digital Associate

Massachusetts tax planning

Deb Hughes


Amy Rock

Quick Books Expert & Bookkeeping Manager

Massachusetts tax planning

Stan”Stoch” Stefanowich

Senior Tax Preparer

Mary Burrows

Tax Preparer

Robert Carmichael

Tax Preparer



At our core, we are dedicated to community support and extend a generous 20% discount to active-duty police, fire, EMT, and military personnel. Those serving in these professions often have pensions, and we specialize in post-service retirement planning. Moreover, ensuring the security of your loved ones in unforeseen circumstances is a top priority, and we’re here to assist you in that endeavor.

Massachusetts tax planning

Business Services

Drenen provides comprehensive business consulting services for all your financial ventures. We encourage you to reach out to us before finalizing any financial decisions. Remember, taking proactive measures can prevent larger issues down the road.


Are you in the process of buying or selling a business? Require assistance in evaluating its profitability and viability? Seeking insights into market value and fair pricing? Or maybe you’re looking for financial projections to secure a business loan?



Embarking on a new business venture? Uncertain about the ideal legal and tax structure—LLC, S-Corp, or another entity? Anticipating sales tax filings? Our expert guidance can address these inquiries and ensure your business is established correctly.



We provide comprehensive bookkeeping services, including book setup, ongoing maintenance, and QuickBooks training for you and your team.

Massachusetts tax planning

Real Estate Tax Provisions

“We collaborate with real estate brokers, agents, clients, and investors, including landlords, flippers, and long-term property holders. Each real estate investment category comes with unique tax considerations, and our expertise lies in minimizing these tax burdens, allowing you to maximize your returns from property transactions. Reach out to us prior to your transaction to ensure it’s structured for maximum advantage.


Sonny Drenen

Sonny Drenen, a seasoned and engaging speaker, is available to deliver informative talks on various tax, financial planning, and business subjects to your organization. He’s a proud member of the Hartford Springfield Speakers Network.

Feel free to get in touch with us today to arrange a speaking engagement with Sonny.
Massachusetts tax planning

Financial Tax Planning Services

Drenen Financial Services provides a wide range of tax planning services and expert assistance with IRS audits. Regardless of your financial objectives, Drenen is your trusted partner for financial planning.

Massachusetts tax planning

Personal Taxes

Whether you’re planning for yourself or your family, our financial planning services aim to create a customized plan that can help you achieve your goals. With our guidance, you’ll gain clarity on your current financial capabilities for enjoying life today while establishing a dedicated savings and investment strategy for retirement and other long-term objectives.

Massachusetts tax planning


While divorce is undoubtedly challenging, a well-structured plan can provide valuable knowledge, comfort, and peace of mind. A divorce financial plan is designed to support your financial well-being throughout the process, ensuring you emerge as financially stable as possible and providing a solid foundation for the next chapter of your life. Our services are available for individual clients or couples seeking assistance.

Massachusetts tax planning

Business Taxes

Business financial planning encompasses a multitude of facets, including assessing profitability, identifying capital for business expansion, and setting personal income targets. If you’re seeking investors or a bank loan, a well-crafted business plan that attracts potential investors is essential. Additionally, our expertise extends to providing support during IRS audits.

Massachusetts tax planning


When it comes to retirement planning, the timing is always right. Whether you’re just beginning or have been on this journey for a while, there’s no better time to start. You can take small steps to initiate your plan. For those with established financial strategies, regular reviews are crucial, and seeking a fresh perspective is highly advisable. We offer services to assess your existing plan or develop a new one tailored to your needs.

Massachusetts tax planning

Estate Planning

We collaborate with you and your attorney to ensure your financial plan aligns with your desires, safeguarding your assets to the fullest extent during probate. Our comprehensive planning also extends to providing for the long-term needs and objectives of your loved ones while offering expert assistance in IRS audits.

Massachusetts tax planning, help with IRS audits

College Planning

College planning entails a comprehensive strategy beyond mere contributions to a college fund. Even if your child’s educational path is uncertain, proactive planning is key. Initiating your college savings strategy early is always advantageous, but if your child is in high school, establishing a plan promptly becomes even more crucial.


Tax preparation and amendments are our core services, alongside expert assistance with IRS audits. Discover how Drenen Financial can significantly reduce your tax liabilities and provide steadfast representation in any financial circumstance.


We specialize in preparing and filing all types of personal, business, and corporate tax returns, regardless of complexity. During the tax season (January through April), we extend the convenience of evening and Saturday appointments to accommodate your schedule, in addition to providing expert support for IRS audits.


Require modifications or a second look at another preparer’s work? If you’ve received an IRS or state notice, we offer thorough reviews and can make necessary amendments to returns prepared by others.


Filing taxes during and after the divorce process can be complex and challenging. We offer expert guidance to assist you in identifying the optimal filing strategy both before and after divorce.


We leverage every available legal strategy to effectively lower your tax obligations. Our forward-looking tax planning anticipates potential tax events and devises proactive strategies for their minimization.


If you’re confronted with an audit, our expertise extends to aiding in your preparation and providing representation throughout the audit process.


Facing outstanding back taxes and penalties? We’re here to assist you in arranging a resolution and potentially setting up an extended repayment arrangement.


Insurance that

fits your needs

We offer Life, Disability, and Long-term Care Insurance services. Whether you’re already insured or not, visit us for a complimentary review. Discover the latest insurance products that might align better with your specific requirements.

Massachusetts tax planning, help with IRS audits Massachusetts tax planning, help with IRS audits

Client Testimonials

Don’t take our word for it – here’s what our clients say:

I’ve used Drenen’s tax services for many years. They’re friendly, confident people that make you furthermore feel comfortable. They work hard to get you the maximum amount on your returns and thus stand behind the returns they file for you. If you have further questions or problems, indeed they always take time to help. Generally, I wouldn’t use anyone else.

Pat Templeman

Working with Sonny Drenen (Drenen Financial Services) on my business and personal tax preparation changed my whole outlook on “tax time”. I no longer dread it. Sonny made me feel comfortable and at home on my very first visit, and he helped me develop the tools I needed to easily organize and track my tax documentation throughout the course of the year, thus making end of the year tax preparation a breeze. Hence, I know with Drenen Financial Services’ professionalise, I am always getting the maximum refund possible.

Cheryl Mcgraw

My wife and I have been clients of Drenen Financial Services for over 15 years. During that time we have had Sonny do all of our tax returns and those of our children as well. They have always been surely accurate, friendly, and subsequently very helpful in filing our returns. I will always recommend their services to anyone that wants top-quality advice and service at a very fair price. They have become more than our tax preparers, they have become our friends.

Luther & Janice Barstow

All Securities subsequently through Money Concepts Captial Corp.

Drenen Financial Services, Inc. is an independent firm therefore not affiliated with Money Concepts Capital Corp.

Massachusetts tax planning, generally help with IRS audits

Financial Products


We provide Variable, Fixed, and Index Annuities. If you currently hold annuities, we can conduct a comprehensive review to ensure they are ideally suited to your financial goals.


We offer assistance in establishing a new 401(k) retirement plan or seamlessly transferring an existing one through a roll-over process.


We provide options for both Traditional and Roth IRAs, tailored to your individual financial needs.


We offer access to an extensive selection of mutual funds. Interested in a specific fund? No worries! Our team can conduct research on your behalf.


We facilitate the opening of new accounts or seamless transfers of existing brokerage accounts. If you prefer a more hands-on approach and oversight, we offer account management services. Alternatively, you can opt for placement in a managed portfolio.


As part of our college planning services, we can explore the suitability of a 529 plan for your needs. Regardless of your child’s age, whether they’re 1 or 18, schedule an appointment with us to explore your college funding alternatives.


We provide a diverse range of Non-Traded Real Estate Investment Trusts (REITs) alongside traded REITs. While these investments typically carry more risk compared to conventional stock and bond portfolios, allocating a portion of your existing portfolio into alternative options like REITs may potentially enhance returns while managing risk.


There are currently enticing investment prospects in the oil and gas sector, with new offerings emerging regularly for eligible investors. If you’re interested in diversifying your portfolio with unique opportunities, don’t hesitate to reach out to us for a conversation.

Financial Insights Express

Learn more about financial concepts and tax tips with Drenen’s Finance Blog.

Optimizing Tax Strategies with State Pass-Through Entity Taxes: A Guide by Drenen Financial Services

Exploring State Pass-Through Entity Taxes: Maximize Your Tax Benefits with Drenen Financial Services As tax regulations continue to evolve, state pass-through entity taxes (PTET) have become crucial for business owners.[…]

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Maximizing Charitable Contributions: Navigating Tax Deductions with Drenen Financial Services

Charitable contributions can significantly reduce your tax burden while also supporting causes that matter to you. Therefore, at Drenen Financial Services, we help you navigate the complexities of tax deductions[…]

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Strategically Selecting Your Business Entity: Expert Insights from Drenen Financial Services

Choosing the right business entity is a crucial decision that significantly impacts your company’s taxes, liability, and overall structure. Therefore, at Drenen Financial Services, we provide expert insights to help[…]

Read more

More Financial News Today

DFS Video Collection

Tips and tricks on financial concepts by Drenen FS

Contact us

For new and current clients, please call the office to make an appointment for a consultation or likewise tax return preparation. Not sure what kind of appointment you need? We will pair you with the right team member straightaway.

CALL 413-569-0015

**Please note we will get back to you via this phone number, NOT email**

Meanwhile, Visit Drenen Financial Services

Drenen Financial Services, Inc.

Credentials and Affiliations

To provide you with the financial future you deserve overall.

Massachusetts tax planning, similarly help with IRS audits
Massachusetts tax planning, similarly help with IRS audits
Massachusetts tax planning, similarly help with IRS audits
Massachusetts tax planning, help with IRS audits
Massachusetts tax planning, help with IRS audits
Massachusetts tax planning, help with IRS audits
Massachusetts tax planning, help with IRS audits
Massachusetts tax planning, similarly help with IRS audits
Massachusetts tax planning, similarly help with IRS audits