Tax
Book an AppointmentTax Filing & Bookkeeping
We have experienced CPA’s to work with our clients in preparing income tax returns.
Tax Return Preparation
Preparation of federal and state income tax returns for:
- Individuals, including e-filing tax returns to the IRS & Massachusetts Department of Revenue
- Sole Proprietors
- C Corporations
- S Corporations
- Limited Liability Companies (LLC) and Limited Liability Partnerships (LLP)
- General and Limited Partnerships
- Trusts and Estates
- Gifts
Bookkeeping Services
We provide:
- Financial Statement compilation
- Financial Statement Review & Analysis
- Trial Balance and General Ledger generation
- Recording of all business transactions
- Bank statement reconciliation
- Fixed asset and depreciation tracking
- Payroll return processing
- Sales and Use tax return
Strategic Tax Planning
After a simple free assessment, we’ll determine if we can substantially reduce your tax burden. If so, we will develop a tax savings plan utilizing our exclusive Tax Blueprint®. The Tax Blueprint® provides a clear tax reduction plan that is customized specifically to you and your business. Sources of tax savings, along with implementation plans, are highlighted and summarized so you can be confident that the savings are real. You can expect that the total reduction of your taxes will be substantially higher than the cost of the service itself. This is backed up by our 2X savings guarantee. That means you’ll never pay more than half of what we save you in tax savings. It doesn’t get easier than that. We will continue to work with you after development of the strategy to assist in implementation.
Exit Planning
Selling a business is both exciting and stressful. If the transaction isn’t structured appropriately it can also be one of the biggest tax events of your lifetime. With exit planning assistance we can help advise and instruct you on how to avoid costly mistakes so you can keep more of what you earn.
OUR SOLUTION INCLUDES:
- A confidential one-on-one assessment with one of our tax planning specialists to understand the details of the sale.
- A customized set of practical recommended tax reduction strategies that are designed to meet the needs of your situation.
- Assistance implementing the strategies so you can ensure you’re not unnecessarily “leaving money on the table.”