Tax Services

Our in-house tax team can simplify the tax preparation experience for you.

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1041 Trust Tax Return before completion
Tax Planning Discussion

2500 tax returns prepared annually

Integrated Tax Services

We are a firm within a firm, dedicated to you. Our 10-member team and 50 years of experience speaks to our expertise in preparing federal and state tax returns for all applicable states. Our services include personal, trust, and nonprofit tax return preparation (including IRS forms 1040, 1041, 990 and others). 

We also frequently partner with our clients’ accountants to provide information for our clients’ tax return preparations.

In addition, we provide tax planning as part of our integrated wealth planning services.

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Wealth Planning

Planning with the Massachusetts Millionaires Tax

This article explores a few planning ideas to potentially decrease the impact of the Massachusetts Millionaires Tax which went into effect in 2023.
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Minimizing Taxes with Charitable Deduction Bunching

Charitable deduction bunching may allow some donors to accomplish philanthropic goals and potentially increase charitable tax deductions.
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Trust and Estates

Funding a Revocable Trust: An Estate Planning Opportunity

The revocable trust is an estate planning tool that, when used in conjunction with a will, can personalize your estate plan, keep it out of the public eye, and avoid certain expenses.

Let’s start with a conversation.