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SERVICES

Trusted, experienced accounting and tax solutions designed for individuals, families, and small businesses across New England and Beyond.

TAX SERVICES

We provide comprehensive tax preparation, planning, and compliance services for individuals and businesses. Our experienced team stays up to date with the latest tax laws and regulations to help minimize your current and future tax liabilities. We work proactively to identify tax-saving opportunities while ensuring full compliance with all federal and state tax requirements, helping you manage your taxes with confidence and peace of mind.

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Individual Tax Preparation

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Estate and Trust Tax Preparation

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Sales and Use Tax Filings

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Tax Authority Representation

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Tax Planning and Preparation

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Business Tax Preparation

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Multi-State Tax Filings

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Tax implications of divorce and support.

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Tax effects of buying/selling a business

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ACCOUNTING SERVICES

We provide comprehensive accounting solutions, including bookkeeping, payroll processing, and financial reporting, to keep your business’s financial records accurate, organized, and up to date. Our goal is to help you better understand your financial performance and support smarter business decisions through reliable and timely accounting information.

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Personal financial statements

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Financial Statement Preparation

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Internal Financial Reporting

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Bookkeeping and Write-Up Services (Monthly, Quarterly, or Annual)

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QuickBooks Setup and Support

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Bank and Credit Card Reconciliation

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CONSULTING SERVICES

We provide professional financial and business consulting services to help individuals and businesses make informed decisions. Our team assists with business planning, financial strategy, retirement planning, and other key financial matters to support long-term growth, profitability, and success. We focus on delivering practical, reliable solutions tailored to your specific needs.

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 Business Entity Selection

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Estate, trust & gift planning

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 Business Succession Planning

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Budgeting and Forecasting

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Financial and Retirement Planning

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Business valuations

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Business Purchase and Sale Consultin

OTHER SERVICE

We provide additional professional services to support your business and financial needs, including documentation assistance, notary services, and other specialized financial support designed to simplify your administrative and business operations.

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Notary Public Services

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IRS Transcript Retrieval

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Business Registration Assistance

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1099 and W-2 Preparation

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Retirement & savings strategy

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FREQUENTLY ASKED QUESTIONS

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