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Tax Services

Every financial choice has tax-related consequences. Our mission is to help you make the right decisions to optimize your outcome. Because every client is different, we take time to thoroughly understand their individual circumstances in order to help minimize their tax burden. Tax season doesn’t have to be stressful when you work with our team.  With hundreds of forms that need to be filed every client is treated in its own unique way in order to ensure each client’s success in their specific field. Our tax professionals are distinguished by their mastery of current tax law, complex tax code, and new tax regulations and are engaged in ongoing research. We are committed to maximizing tax savings and achievement of client objectives. As members of the American and Massachusetts  Institute of Certified Public Accountants, we adhere to strict quality control standards, including continuing professional education and periodic peer reviews of our accounting practice and system of quality control. 

A summary of some of our tax services are included on this page.

Tax Planning and Preparation

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.


Estate and 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 your Estate or Trust.


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. 


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.


Let's Work Together

Our team of accountants value trust and long-term relationships with both individuals and businesses regardless of your scope or size. 

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