Tax Services

Individual Tax (Form 1040), Corporate and Business Tax (Form 1120, 1120-S, 1065), Condo Associations (Form 1120-H), Non-Profit Information Returns (Form 990, 990-EZ), Trusts and Estate (Form 1041), Gift Tax Returns (Form 709) and Estate Tax Returns (Form 706)

A core specialty of our firm is the preparation of tax returns for individual taxpayers. Over the years literally 1000’s of Federal and State returns have been prepared and filed. 

We provide the same quality of service to our clients whether they are filing a non-complex Form 1040 or the most complex Form 1040 with various schedules and Multiple State Filings.

Business tax return preparation and e-filing is a core service offered to our clients. Whether your company is a C corporation, S Corporation, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 1000’s of Federal and State tax returns have been prepared for service, real estate, retail, construction contractors, manufacturing, internet influencers, and other company clients.

Some of the forms we prepare include Federal forms 1023 – application for exemption under section 501(c)(3), forms 990 for organizations exempt from income tax, Massachusetts forms PC – Public Charities, 180NPCAR – Nonprofit Corporation Annual Report, and the Massachusetts Uniform Financial Report.

Federal and all States, including Secretary of the State filings

         Individual Returns:

Forms 1040-SR, and 1040 including all schedules and other forms attached to those forms (Schedules A, B, C, D, and E, etc. Forms 4562, 2106, etc.)

         Trust Returns:

                     Form 1041 including all schedules and other forms needed for a complete return.

         Partnership Returns:

                     Form 1065 including all schedules and other forms needed for a complete return.

         Corporate Returns:

                     Form 1120 including all schedules and other forms needed for a complete return.

Form 1120S including all schedules and other forms needed for a complete return.

Form 1120H for condo associations including all schedules and other forms needed for a complete return.

• Estate and Gift Tax Returns:

                     Form 706 Estate tax returns (may be needed to calculate state liability)

                     Form 709 Gift Tax Return

         Non-Profit Returns:

Forms 990-EZ and 990, any other 990 series all schedules and other forms needed for a complete return.

         Employee Benefit Plans:

            Form 5500 and 5500-EZ for pensions and other benefit plans.

         Even if not listed above we most likely can still do the tax return

Secretary of State forms are usually information returns, including annual reports for Corporations and LLCs.

LLCs and LLPs file one of the returns listed above.

Tax Planning

Tax planning and tax forecasting services for personal and business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategies to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning

For all taxes listed above, your tax liability or over-payment should never be a surprise.  Good tax planning will prepare you early enough to make adjustments to reduce your tax liability, or save for it, usually by making estimated payments, or reduce payments so that the governments are not getting an interest free loan from you.