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Learn More About Our Services


Accounting Services

Audit/Review/Compilation

Whether you require a financial statement audit, review or compilation, we will respond to your needs efficiently and effectively.  We work with our clients to understand their needs, deadlines and internal process to make the process as seamless as possible.


Tax Preparation Services

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor, a properly prepared tax return can be filed to minimize the tax owed. Over the years, many small business Federal and State tax returns have been prepared for both service and retail company clients.

Individuals

A core specialty is the preparation of tax returns for individual taxpayers. Over the years, literally thousands of Federal and State returns have been prepared and filed.  As part of the tax preparation process, We will analyze your withholdings to determine that there are no surprises in the future.  We will work with you to minimize your tax liability.  Your tax returns will be filed electronically, unless you prefer to file in paper.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.


Send Us a Message

We would love to hear from you!

781-480-1430 Fax: 781-531-7726

100 Ledgewood Place Suite 304, Rockland, MA 02370

Get clarity on your tax and accounting situation