Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Tax Return and Tax Planning Services

---

Tax Return and Tax Planning Services

We feel very strongly that our cients should take advantage of all tax deductions that are available to them within the tax laws. We are very thorough and make sure that all clients maximize all deductions on their tax returns. Thus we save our clients alot of tax dollars. As a result of our philosophy we prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & Return Preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, Trusts & Gift
  • Not-for-profit Organizations
• Taxing Authority Representation
• Divorce and Support Issues
• Tax Effects of Buying/Selling a Business

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Accounting Services

---

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Computerized payroll services
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements
• Litigation support

Tax and Bookkeeping Consulting Services

---

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Buying/selling a business
• Computer systems
• Financial & retirement decisions
• Estate, trust & gift planning

Other Services

---

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

• Mergers & Acquisitions
• Asset Protection
• Investment Review
• Bankruptcies
• Litigation Support
• Cash flow forecasting
• Employee benefit plans
• Expert Witness Services
• Internet Commerce

Miscellaneous

---

Day Spa Industry Accountant Services

Our firm has extensive experience and expertise in working with growing day spas and skin care salons. We have helped many spa owners understand this unique industry from a financial and tax point of view. It is vital that spas properly record all the financial activity including properly recording gift card and gift certificate sales and redemptions. Also, we advise clients on how to maximize sales per client including services and products offered. One of our signature clients has been voted Best of Boston Day Spa for the last eight years and has grown from one small spa to three state of the art high-end spas.

If you would like additional information on our expertise and the services we offer please contact our office.

Entertainment Industry Accountant Services

We began servicing this unique industry in the mid 1980s, when Boston was a hotbed for comics. We were well known with local booking agents and managers who preferred our services and the unique way in which we helped our clients. We provided them the financial wherewithal to understand how to live a less taxing life and plan for the future. Many of our clients have moved on to become nationally known acts. They have performed as headliners in comedy clubs and colleges across the country, have appeared in major roles in the motion picture industry, sitcoms, drama series, and hosts of reality TV shows, game shows and sports talk shows.

Our expertise has grown to many other entertainment professionals including:

• Actors
• Comics
• Musicians
• Artists
• Talent Managers
• Booking Agents
• Comedy Clubs
• Theatrical Productions
• Authors

We provide highly customized expertise based on a variety of criteria. Our services include:

• Business Management
• Tax Planning including choice of entities
• Tax Preparation
• Financial Management
• Cash flow planning
• Retirement Planning
• Strategic Planning
• International Tax

   

Tax Services for Home Based Businesses including Network Marketers

Business owners who operate their businesses from their homes have many deductions and tax savings opportunities available to them within the tax laws. We assure our clients that we capture all deductions available to them by listening to our clients,continuously asking questions and probing for relevant information. We have been told by many home based business owners that we are rare in that we understand home based businesses and network marketing from an accountant's point of view. As a result, we have developed a specialty in serving clients who operate home based businesses. Many of our home based business clients are network marketers. We have experience in servicing professionals in this very exciting and rapidly growing industry. We have serviced professionals representing many network marketing companies including, but not limited to: Mona Vie, May Kay, Quixtar, Herbalife International and FFI (Fuel Freedom International).

We have spoken to groups of network marketers regarding tax saving strategies for home based business owners and welcome the opportunity to present to your group. For additional information for speaking engagements or our services please contact our office.

Bookkeeping Division - "BeanCounters"

Our bookkeeping division, Beancounters, is staffed by experienced professionals servicing clients in many industries and have worked closely with CPA firms for over 25 years. They realize that well-organized and accurate financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our professionals are experts in many accounting and bookkeeping software packages including Quickbooks.

Services provided by Beancounters include:

• Quickbooks Training and Support
• Bookkeeping
• Training Bookkeeping Personnel
• Assistance in Capturing Expenses for Tax Purposes
• Part-time Controllership Function

Payment Policy

Payment in full prior to delivery of completed tax returns. For your convenience, we offer pre-payment packages and also accept MasterCard and Visa.