Tax Services

Income Tax Planning and Preparation

  • Tax preparation for individuals, sole proprietors, corporations, trusts, estates, and gifts including e-filing tax returns to the IRS & all 50 states
  • Small 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
  • Home ownership analysis and planning
  • 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

Cash Flow Planning

  • Budget design and review
  • Forecasting current and future needs
  • Debt management and credit repair