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