CPA Services*
Income Tax Consulting and Preparation
- Business consulting
- Capital gains analysis and planning
- Tax planning strategies to reduces taxes before and after year-end
- IRS and Massachusetts Department of Revenue representation and notice resolution
- AMT (Alternative Minimum Tax) analysis & planning including planning for ISOs (Incentive Stock Options)
- Tax implications and planning for investing in real estate, including buying a multifamily or vacation home
- Tax preparation for individuals, sole proprietors, corporations, trusts, estates, and gifts
Cash Flow Planning
- Budget design and review
- Forecasting current and future needs
- Debt management
* These services are not offered through MassMutual or MML Investors Services, LLC.