| Tax Preparation |
| We believe it is our philosophy and approach in this area that sets us apart from others. There is a wealth of knowledge that can be analyzed as part of the tax preparation process. This allows us to provide valuable information to clients for decision making on a host of financial matters. Your tax return is your obligation. The information used in the accurate reporting of your tax returns can spur a variety of financial discussions. |
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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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| Consulting Services |
| We consult on a wide variety of tax, accounting, and financial matters for the family...
* Individual tax planning, preparation, planning implementation...
* Asset inventory, cash flow reporting, consolidation and planning...
* Transaction support, planning and implementation...
* Pre and post mortem planning and implementation...
* Trust funding, tax planning and implementation...
* Estate taxation, planning and administration...
* Gift taxation, planning and administration...
* Trust taxation, planning and administration...
* Fiduciary accounting for the Probate Court and the private fiduciary... |
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| IRS Representation |
| As the IRS expands its tracking capability via computers, internet and information sharing techniques with other government agencies, there has been a dramatic increase in the notices being generated and mailed to taxpayers. Many notices are not correct and should always be shared with your professional. Notices and audit inquiries 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 are being properly represented. |
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| Estate Taxation & Administration |
| Our firm will assist you in the preparation of Federal and Massachusetts Estate Tax Returns, Release of Lien filing, pre and post mortem income and estate tax planning and compliance. We work with your attorney on the estate administration needs and often facilitate this work for the family in connection with our post mortem tax services. |
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| Trust Funding and Administration |
| We provide assistance in all areas of fiduciary accounting and your related trust administration as part of your tax or accounting engagement. This includes funding the trusts established by the estate planning documents or preparing your court filing for an estate, trust under will or conservatorship. We will recommend methods and choices of assets for funding your trusts based upon the optimal circumstances for the client and assist your fiduciary in the implementation of required duties. |
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| Accounting Services |
| Fiduciary Accounting services are available for the Executor, Trustee, Conservator, and Guardian. Our probate accounts are produced in Massachusetts Probate Format via the Fast Tax (formerly “ZANE”) and can be adapted for other state reporting. We work closely with your Attorney or with our own network of Probate Attorneys suited to your needs.
Tax Cost Accounting is provided to our tax and accounting clients with investments or sophisticated employee benefits, such as stock options, and for your inherited or gifted assets. |
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| Financial Planning / Asset Consolidation and Simplification |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the tax planning process, we can help you access your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. We work with your investment advisors, legal team and family members to ensure sound decisions and follow through of planning decisions. |
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