We provide a full range of traditional accounting services including:
Audits.
Reviews.
Compilations of financial information.
Specialized financial reporting for construction contractors,
franchises and others.
Tax Planning and Return Preparation
We utilize state-of-the-art software in providing tax planning
for comprehensive tax analysis.
All returns are prepared using the most up to date professional
tax preparation software.
We specialize in:
C-Corporations
S-Corporations
Partnerships, including Limited Liability Corporations (LLCs)
Fiduciaries
Estates
We also offer individual income tax return preparation.
Management Advisory Services
We help you resolve business problems such as:
Securing financing for new or ongoing business;
Reviewing cash-flow issues;
Restructuring financial and management information systems;
Lease negotiations;
Evaluating internal planning and control processes;
Communicating with outside agencies.
Business Planning
Reviewing the results of your financial operation allows us to
help you better utilize the information contained in the financial
reports.
We assist companies with the preparation of:
Internal business valuations for the sales or purchases of businesses.
Business Budgets
Business Plans
Forecasts
Projections
Estate Planning
Gift Planning
Estate Planning
Other professionals, such as estate planning attorneys, frequently
ask our assistance with planning an estate. We often act as a client
advocate during this process.
Our position as financial advisor enables us to interpret your
goals to other professionals.
This approach has proven to be a significant value to our clients
and their other advisors.
Audit, Review and Compilation
We offer auditing, review and compilation services to our clients
in the private and non-profit sectors. Our reports are supplemented
with specific recommendations for strengthening management procedures
and improving operation results.
Our procedures closely follow the standards of the American Institute
of Certified Public Accounts (AICPA)
and the Financial Accounting Standards Board (FASB).
Our firm has successfully passed the
peer review audit of the AICPA.
Non-Profits
Non-profit entities are unique and involved. With our experience
in both financial statement presentation and tax preparation --
and along with our experience acquired as members of nonprofit executive
boards and boards of directors -- we are in an excellent position
to advise you in the complex issues of non-profit organizations.
Individual Tax Planning and Preparation
Tax planning should be done at various times throughout the year
to reduce your tax liability. We'll keep you up to date with the
latest tax changes.
In addition to planning, we prepare your federal and state tax
returns timely and accurately.
If during the preparation we notice ways for you to save taxes
in the future, we'll discuss them with you.
We're also available to handle IRS or Massachusetts Department
of Revenue correspondence for you.
