Client Services

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