Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Tax Services
  • Accounting Services
  • Management Advisory Services
  • Accounting Software Selection & Implementation
  • Business Consulting
  • Internet Commerce
  • IRS Representation
  • Tax Planning & Preparation
  • Cost Segregation
  • Reviews & Compilations

    Tax Services
    We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    *Tax resolution

    *Tax planning & return preparation

    - Individuals

    - Corporations

    - Partnerships

    - LLCs/LLPs

    *Taxing authority representation

    *Tax effects of buying/selling a business

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    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Computerized payroll services

    *Business tax return preparation (Sales & Use/Business Property)

    *Personal financial statements

    *Litigation support

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    Management Advisory Services
    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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    Accounting Software Selection & Implementation
    With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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    Business Consulting
    We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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    Internet Commerce
    The internet has created an ever-changing global economy with a new way to conduct commerce. Our firm can help determine if your company would benefit from setting up a virtual storefront and assist in implementing proper systems and controls.

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    IRS Representation
    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    Cost Segregation
    Cost Segregation is a way to free up cash flow now! Due to their value as a tax-planning tool, cost segregation studies are a smart investment for most companies that meet the qualifying criteria. A cost segregation study can identify building costs that would typically be depreciated over a 39-year period and reclassify them to a shorter, accelerated method of depreciation. Costs for nonstructural elements, such as carpet, wallcoverings and accent lighting and exterior site improvements, such as sidewalks and landscaping, can often be depreciated over five, seven, or 15 years.

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    Reviews & Compilations
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

    *Review - some analytical procedures conducted with limited assurance

    *Compilation - based upon client information provided and used primarily for internal use.

    Reviews and Compilations are required for such certifications as:

    -DCAM (Massachusetts Division of Captal Asset Management)

    -8(a)

    -SOWMBA

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