Tax Preparation

We serve both investment and non-investment clients

The difference between a good financial advisor and a great financial advisor is full of knowledge of the tax code. Tax implications are of consequence when building a portfolio, and familiarity with your tax situation helps us keeps yours strong. Though not required, many clients use us for both investment and tax services. Tax services include:

  • Preparing Forms 1040 and 1041 Trusts & Estates Tax

  • Tax Returns

  • MA Estate Tax

  • Amended tax returns for prior years

  • Audit assistance

  • Additional services available

Tax preparation products and services are separate from and not offered through Commonwealth Financial Network.