Services
Four services, one team. Use one, or let us handle all four. Every engagement starts with a free 30-minute conversation.
Tax preparation
We prepare and file your returns, and we look ahead through the year so April holds no surprises. You get one named preparer who knows your file.
What is included
- Personal and family returns
- Business returns for sole proprietors, partnerships and corporations
- Quarterly estimated tax payments
- Prior-year and amended returns
Suits owners, freelancers and families who want a returns done carefully and explained plainly.
Bookkeeping
We keep your records current so you always know where the business stands. Each month we close the books and send you a short report in plain words.
What is included
- Monthly bank and card reconciliations
- Profit and loss and balance sheet reports
- Clean-up of messy or behind books
- Records ready for your tax return
Suits shops, cafés, contractors and consultants who would rather run the business than the spreadsheet.
Payroll
We pay your people on time and file what the government expects. One specialist handles your account, so you never explain your setup twice.
What we handle
- 1
Pay runs
Weekly, biweekly or monthly pay, with direct deposit and pay stubs.
- 2
Payroll taxes
We calculate, deposit and file federal and Massachusetts payroll taxes.
- 3
Year-end forms
W-2s and 1099s prepared, checked and delivered before the deadline.
Financial planning
We sit down with you, set clear goals and build a plan you can follow. We work with families and with business owners, and we plan around the tax you will actually owe.
What we cover
- Budgeting for the household and the business
- Retirement savings and owner contributions
- Tax-smart planning for the year ahead
- Saving for a home, a child or a new venture
Not sure which service fits? Tell us what is on your mind. Contact us for a free consultation