Services

Tax
   Tax Planning &
       Preparation
   Business Entity Selection
   Estate & Trust Tax
       Preparation
   Estate Planning
   IRS Representation
   Mergers & Acquisitions
   Retirement Planning
   Sales Tax Services
   Privacy - Tax Information
       Disclosure

Audit & Accounting

Not for Profits

Employee Benefit Plans

Wealth Management/
     Financial Planning

Peer Review

Technology

General Business

 

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: 

  • Tax planning & return preparation 

    • Individuals 

    • Corporations 

    • Partnerships 

    • LLCs/LLPs 

    • Estates, trusts & gift 

    • Not-for-profit organizations 

  • Taxing authority representation 

  • Divorce and support issues 

  • Tax effects of buying/selling a business 

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. 

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Business Entity Selection 

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. 

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Estate & Trust Tax Preparation 

We can guide you through the complex process of getting your affairs in order and we will take care of the proper federal and state tax filings for any Estate or Trust. 

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Estate Planning 

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. 

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IRS Representation 

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. 

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Retirement Planning 

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. 

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Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. 

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Privacy - Tax Information Disclosure

In keeping with Federal, State and Local Laws to protect our clients' privacy and security, we offer the following forms for you to fill out requesting us to disclose certain tax information as needed. Please complete the appropriate form, sign, date, and fax to our office at 978-970-3260. If you have any questions, please contact us. 

Use this form to request tax information to be sent to a third party, ie lawyer, banker, mortgage broker, etc.
Use this form to request tax information to be sent to a third party, accountant/accounting firm INSIDE the United States.
Use this form to request tax information to be sent to a third party, accountant/accounting firm OUTSIDE the United States.

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