Tax and tax advisory
Tax planning and compliance built around your obligations and objectives. We review your needs to define the relevant services, with attention in English and Spanish.
Book your consultationService areas
Tax planning
Assessment of your tax priorities to guide planning for your business.
Return preparation and filing
Preparation and filing services under a separate agreement defining the returns covered and each party’s responsibilities.
Tax notices
Review of IRS or state tax authority letters to determine the support your case requires.
Outstanding returns
Assessment of overdue returns and the steps needed to bring filings up to date, based on your circumstances.
Who we serve
Businesses and individuals seeking support with tax obligations. The firm states that it serves clients in Florida and Massachusetts; coverage for your specific case is confirmed before work begins.
How we begin
Initial consultation: we review your needs and priorities.
Assessment: we identify the relevant services and information needed.
Proposal: we define scope, responsibilities and fees in writing before work begins.