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