Our Services
Our firm offers professional services in a variety of areas. Our main areas are tax planning
and preparation, estate and financial planning, and accounting services for individuals and businesses.
We do not sell insurance, investments, or any other commissioned products.
The following lists most of our services:
- Accounting & Bookkeeping
- Tax Return Preparation
- Tax Planning
- Attest Service
- IRS and MA Dept of Revenue Representation
- Buying & Selling Business Advisory
- Payroll Services
- Financial Statement Compilation
- Financial Planning
- Management Advisory Service
- Retirement Planning