| Trust Funding and Administration |
| We provide assistance in all areas of fiduciary accounting including funding the trusts established by the estate planning documents. We will recommend methods and choice of assets for funding based upon the optimal circumstances for the client. |
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| Estate Taxation & Administration |
| Our firm will assist you in all aspects of estate administration including the preparation of Federal and Massachusetts Estate Tax Returns, Release of Lien filing, pre and post mortem tax planning and compliance. |
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| Accounting Services |
| We provide fully automated Fiduciary accounting services for the Executor, Trustee, Conservator, and Guardian. Our probate accounts are produced in Massachusetts Probate Format via the Fast Tax (formerly "ZANE") Massachusetts Version Probate Software. We will work closely with your Attorney or with our own network of Probate Attorney's suited to your needs.
The books and records for your corporate entity are critical for proper tax planning and compliance. We will provide assistance appropriate to your business operations including your year end profit and loss statement and balance sheet.
Individual portfolio cost accounting is provided to our clients with investments and clients who have inherited assets. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. |
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| Tax Preparation |
| Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, trusts, estates, gifts, and not-for-profit organizations. |
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| IRS Representation |
| As the IRS has become more computerized and linked with other government agencies there has been a dramatic increase in the notices being generated and mailed to taxpayers. Those notices and other audit matters must be dealt with timely and by experienced practitioners. 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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| Consulting Services |
| We consult on a wide variety of tax, accounting, and administrative matters for the operation of a business, administration of estates and trusts including....
* Pre and post Mortem planning matters.....
* Compliance for decedents, their family, and other beneficiaries.....
* Trust Funding matters include ensuring the proper amounts are placed in the appropriate trusts pursuant to the tax law. In addition we can advise on the selection of assets for the various trusts to ensure optimal tax planning.
* Estate tax matters.........
* Estate administration assistance...
* Gift tax matters.....
* Trust administration matters.....
* Fiduciary Accounting matters......
* Divorce taxation .....
* The small business owner.....
* The executive.....
* The investor.....
* The family unit.....
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Buying & Selling a Business |
| Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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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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| Business Entity Selection |
| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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