Your Trusted Tax Advisors

You Don’t Have to Be a Tax Expert—That’s What We’re Here For

With offices in Massachusetts and Florida, we provide a comprehensive range of tax and financial services for individuals and businesses across diverse industries. Our team works closely with each client to address their unique financial needs, helping them plan for the future and achieve their goals in today’s complex financial landscape.

Services

Tax Consulting

Maybe you prepare your own tax return but a financial or life event brings up questions that you'd like to discuss with a CPA. We can help! 

Tax Return Preparation

We work with individuals, businesses, trusts & estates to keep tax return compliance in check.

Tax Planning

Did you get a significant bonus at work, exercise stock options, inherit a retirement account? Are you thinking of converting a traditional IRA to a Roth IRA? Are you charitably-inclined and would like to discuss the most tax-efficient gifting strategies? We can model various tax scenarios to help you navigate these decisions or prepare for the associated tax liabilities. 

Bookkeeping and Payroll Services

Accurate bookkeeping is vital for understanding your business and for accurate tax reporting. Outsource your bookkeeping to us for personalized service and for help staying current. We can also assist with payroll processing through QuickBooks payroll services.

Entity Guidance

Are you forming a business and would like to discuss the tax implications associated with different entity types? We can help!

You might hate taxes, but we LOVE THEM (mostly)

We pride ourselves on friendly service while being forward-thinking for our clients. 

Our Team

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