Tax Services

Preparation of Federal and State income tax returns for:

• Individuals – includes Electronic Filing (E-FILE) to IRS & Mass DOR
• Sole Proprietors
• Trusts and Estates
• Corporations
• Partnerships

Bookkeeping Services

• Record monthly all business transactions
• Create monthly journal entries
• Reconcile bank statements
• Produce monthly Trial Balance, Profit & Loss, and Balance Sheet reports
• Produce year end statements used in preparation of income tax returns
• Fixed asset and depreciation tracking
• Coordinate set up of payroll processing
• Prepare Sales and Use tax returns

Tax Planning & Advice for Individuals

• Create Personal Financial Plans (based on client�s objectives)
• Retirement planning (including Roth conversions)
• Home ownership analysis (including re-financing)
• Education planning (including tax incentives)
• Investment tax planning (including rental property & second homes)
• Tax strategies for the new year