Tax Preparation and Planning Services

Men who provide personal tax services in Pembroke, MA

We have designed our Tax Preparation and Tax Planning services to help our clients effectively manage both their personal and business taxes. Our expertise in understanding the ins and outs of the ever-changing tax legislation at the local, state and federal levels means our clients are able to take advantage of tax planning opportunities that are not always readily apparent. And we have the experience to identify ways to reduce your tax liabilities and to demonstrate how a potential business opportunity may affect your tax status.  In addition, we specialize in:

  • IRS and State Payment Plans
  • Offers in Compromise
  • IRS and State Audit Representation
  • Business Entity Set Up
  • IRS Liens and Levies
  • Innocent Spouse Relief

Tax Preparation

The tax preparation process is just that: gathering and organizing your tax documents, preparing the required IRS forms (both for personal and business tax filing) and then sending the completed forms to the appropriate state and federal tax officials. As professional tax preparers, our team assists you in organizing your W2s, 1099s and other documents that prove how much money you have earned and have paid in taxes for the previous year.  We also review tax forms for complete accuracy and ensure those forms are filed correctly and on time.  Again, keep in mind that this approach, while necessary, is reactive – it looks backwards, focusing on the previous year.  This is where tax planning comes in.

Tax Planning

Tax planning is a proactive, comprehensive process that looks at each component of your financial blueprint from a tax perspective. It includes the day-to-day operations of this blueprint with the purpose of adding a strong tax strategy.  Your goals and priorities are considered part of establishing your tax plan.  One of the key components of creating a tax plan is meeting with us on a regular basis. Because so many of life’s components involve taxes, our experience enables us to explain how taxes can impact you.  For example: 

  • Retirement: 401K, IRA, etc
  • Roth IRA conversions
  • Tax bracket management – now and during retirement
  • Managing your investment portfolio and asset allocation
  • Charitable donations

Tax planning is a fluid, evolving process – thus the need to meet with your financial advisors regularly.  Planning ahead for your financial future – including the role taxes play in that future – is a wise decision.  We are here to help guide you. Request a consultation today!