Services.We provide a wide range of services for businesses, individuals and trusts, which include tax preparation and planning; accounting review and compilations; bookkeeping; property management; investment reporting; and other consulting services related to financial and estate planning and budgeting, as well as business startup. We work with our clients to determine the scope of services needed and can assist with in-house tasks or training, Quickbooks setup and training, and other special projects. We also have a network of professionals in various fields that we can recommend whom we have worked seamlessly with for many years.
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Tax Preparation & PlanningWe provide tax return preparation and tax planning (quarterly and year end planning) to Individuals, Estates & Trusts, Partnerships & LLCs, C corporations, S corporations, Sole Proprietors, Nonprofit Companies; we also provide preparation for U.S. Gift Tax Returns, Expat Returns for Americans Abroad, and Federal & Massachusetts Estate Tax Returns.
Tax Preparation is available for both Federal purposes and All States that have income tax filing requirements. Tax Services include representation upon review by, and assisting in resolving issues with government and regulatory agencies. Quarterly and Year End Planning is available and recommended for individuals and small business owners to not only avoid penalties and interest in underpayment of estimated taxes, but also to have a preliminary look at year to date income and profits; to determine anticipated income tax liability for the year; and to have the opportunity to both consult on various options that may reduce or defer some of their tax liability as well as understand the timing of payments needed to benefit from state tax deductions and avoid penalties and interest on estimated quarterly required payments. |
Individuals In addition to the tax preparation and planning services we provide on an annual basis, our individual clients and their families are often in need of special services sometimes related to a significant life event and other times to starting a family or planning for retirement.
We are available to consult and assist with various matters, which include retirement planning, education planning, budget and cash flow analysis, estate planning, divorce planning and forensic accounting, and various situations that may arise. |
BusinessWe provide a variety of business services that range from the start up of a business to the annual accounting of the business and preparation of financial statements; we work with a variety of companies in various industries, which include C Corporations, S Corporations, Partnerships, Trusts, Nonprofit Companies, and Self Employed Individuals.
Our services include, but are not limited to: review of various types of business entity options and the pros and cons of each; assistance with filings with Secretary of State Offices and applying for Identification Numbers; setup of Chart of Accounts and Accounting System; Quickbooks Installation, Setup and Training; monthly or quarterly Bookkeeping Services; Quarterly & Annual Payroll Tax Reporting; Annual 1099 Reporting; Budget and Cash Flow Analysis; and Compilation or Review Services and Financial Statement Reporting. |
Other ServicesAdditional services provided include:
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