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Financial Planning and Tax Preparation Package

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Preparation of annual federal and state income taxes.
Unlimited communication via e-mail and/or telephone.
One hour financial planning session between May and November.
One hour of analysis or planning or research on a topic.



Tax Preparation

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Preparation of annual federal and state taxes.
Calculation of your estimated tax payments for the following year.
Tax planning for the next 5 years.




Tax Debt Services

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We can assist you by providing options in dealing with your tax debt with the IRS or the Massachusetts Department of Revenue.



Accounting Services

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Bookkeeping

Payroll