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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 professionals 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 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 litigation support and advisory services so that you receive the same high level of service that a “Big Four” accounting firm provides. We can assess your situation and then plan an appropriate response.


Questions to Ask When Looking for a Tax CPA

Whether reacting to an IRS letter or being proactive in seeking tax planning help, it’s crucial that you find a tax CPA that has the right qualities. Beyond being tax experts, a good tax accountant can also provide IRS and DOR representation, personal financial planning, business valuation, litigation services, and tax assistance and planning.

Tax Cuts and Jobs Act: Major Changes Explained

The Tax Cuts and Jobs Act signed into law December 22, 2017, by President Donald J. Trump is the largest tax code overhaul in 30 years. The reform itself is massive and contains many tax law changes, most of which are extremely complex and many which go into effect on January 1, 2018. This article explains some of the “most noteworthy” changes that affect the taxation of individuals.

Received a Notice from the IRS or Department of Revenue? Here’s What You Need to Do

For nearly everyone, seeing an envelope from the IRS or DOR in your mail can cause a brief moment of panic. You may be afraid to look at the envelope, let alone open it. Perhaps you’re even tempted to postpone dealing with it and throw it in the pile of mail that you’ll get to later. You may even be so overwhelmed with nervousness that you write out a check and mail it without even investigating why you received the Notice in the first place. So, what should you do when you get a Notice from the IRS or DOR?



100 Grove Street, Suite 218
Worcester, MA 01605