Tax

Tax

Tax Services

We offer comprehensive tax planning & preparation services. While our office is located in the Boston area, we would be happy to help with your taxes remotely: you can upload documents to a secure site and sign files electronically, with no need to mail anything.

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Schedule an Appointment

The initial consultation is always free. Let us know how we can help.

Tax Form Preparation

We get it: filing your taxes is stressful. We can help alleviate some of that stress by taking care of it for you. We will work with you to ensure you get every deduction you’re entitled to, and make sure your filing is done accurately and filed on time.

  • All returns are done on a flat-fee basis, depending on the schedules required. That means you’ll have complete transparency ahead of time and won’t have to worry about any surprise charges.
  • All required state forms are included in your fee
  • Every return is reviewed by a licensed CPA
  • Our firm is an IRS-authorized e-filer

Tax Planning

Invest in ongoing tax planning throughout the year to make sure you’re getting every deduction and minimizing your liability.

We can assist with withholding calculations to help you avoid nasty surprises at the end of the year

We can discuss ways to reduce your tax liability, such as performing a Roth IRA conversion to save money in the long-run

If you’re a business owner, we can help with your special tax planning needs, including quarterly estimates and tracking business deductions