Tax and Accounting Services
945 Concord Street
Suite 135
Framingham, MA 01701
Phone: 508-875-6052
Fax: 508-445-0506
Our Services
We are motivated to help clients become successful.
We help clients realize their strategic vision and improve their cash flow.
We join forces with clients for strategically planned tax and accounting work, and develop long-lasting, mutually-beneficial relationships.
Our typical client benefits from collaborating with us because we help realize their financial ambitions, whether they are an individual or a business.
A critical component of this level of service?
Your input.
Your input helps develop our business planning and helps us implement our expertise.
Service Offerings
-
Business advising and planning
-
Tax preparation
-
Tax projections and estimates
-
Accounting and bookkeeping
-
Cash flow analysis
-
Management reporting
-
Advisory partner services
-
Financial strategy
-
Tax implications of divorce
-
Retirement planning
-
Wealth management
-
Succession planning
Advisory Services
Our client engagements begin with an advisory package, because we believe that helping clients starts with spending time developing strategy.
Once we have developed a strategy, we help clients with ongoing needs, such as:
-
Annual review of financial goals and achievements
-
Business and personal tax returns
-
Quarterly accounting
-
Personalized support
We often present these services as a package with a monthly or annual fixed fee.
Our Consultation Process
Free initial consultation
Our consultation helps us assess how our services can fit with the needs of your business.
As part of this, we review your financial and business plans and consider your current pain points.
We propose customized solutions
Customized solutions are developed for you, such as advisory and partner service packages.