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.