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 Tax Return & Compliance

We study the intricate details of the Tax Code, identifying all the ways to put those rules and regulations to work for you. Learn how our proactive approach provides clients with valuable tax planning strategies and compliance all year long.

Tax Controversy

Have you received a tax or formal Audit Examination Notice from the IRS or DOR? Liens, levies, or collection problems? Our tax consultants have the experience and skill necessary to plan and manage the appropriate dispute resolution procedures in a proactive manner. Learn more about our full range of IRS and DOR tax controversy services.

Intensive Tax Planning

We combine our tax expertise with our deep industry knowledge to help clients realize planning opportunities and meet their tax compliance responsibilities. Learn how we tailor our focus on your specific needs and goals to better manage your earnings and minimize your tax liabilities.

College Financial Aid Assistance

Stressed and frustrated by the financial aid application process? Let us identify the appropriate forms, collect and organize the required tax data, help prepare and submit the aid applications, and evaluate financial aid packages from each college. Learn how we help minimize the frustration of the college financial aid process and get answers to your questions.

Advisory Services

Whether you’re a business or an individual, we can provide IRS and DOR tax representation and advisory services so that you receive the same high level of service that a “Big Four” accounting firm provides. If you’re dealing with IRS or DOR problems, let us assess your situation and then plan an appropriate course of action.


Corporate Transparency Act — Beneficial Ownership Information Reporting Requirement

Starting January 1, 2024, a significant number of businesses will be required to comply with the Corporate Transparency Act (“CTA”). The CTA was enacted into law as part of the National Defense Act for Fiscal Year 2021. The CTA requires the disclosure of the beneficial ownership information (otherwise known as “BOI”) of certain entities from people who own or control a company.

Massachusetts Tax Reform Signed – An Act to improve the Commonwealth’s competitiveness, affordability, and equity.

Finally, and after much anticipation the Massachusetts tax reform package was signed by Governor Maura Healey on Wednesday, October 4, 2023.

It’s all about the children. Traditional & Roth IRAs: Is it ever too early to start?

As a parent I want only the best for my children. It is why we tell them to brush their teeth, give them chores, and sign them up for character-building extracurricular activities.

When it comes to money, parents also want their kids to walk on the right path. We might talk about the significance of saving up for major purchases or for college. 



100 Grove Street, Suite 218
Worcester, MA 01605