We'll help you get there. 

Tax and Accounting Services

Our evolving array of services reflects our commitment to client service and positioned us as a highly sought after advisor by successful individuals and businesses.


Income tax planning is an integral part of our daily lives and tax implications drive most decisions. Consequently, we keep up to date with the most recent US and Massachusetts tax law changes that may affect our clients' needs. 

  • Closely Held Business Consulting, Planning and Compliance Services 

  • Tax Planning, Research and Compliance for Businesses and Individuals

  • IRS and State Tax Audits

  • Tax Appeals, Protests, Penalty Waivers and Offers In Compromise

  • Mergers & Acquisitions

  • Non-Profit Organizations and 501(c)(3) Applications

  • Fiduciary Accounts for Probate Reporting

  • Fiduciary Tax Services 

  • Estate, Gift and Trust Planning 

  • US Tax Court and Tax Abatements

Legal Services

We  have the experience necessary to assist you with many different areas of business and individual law. We offer a holistic approach to representation of our clients - integrating skills in negotiation, contract law, law of entities, tax law, financing, real estate law, and estates and probate.


Legal planning involves our every day lives.  Our experience can bring a positive outcome on any legal problem as we use a common sense approach when analyzing, recommending, and pursuing legal solutions.

  • Drafting Wills, Estate Plans and Trusts

  • Entity formation (LLC's, Corporations, Trusts and  Partnerships)

  • Probate Administration

  • Real Estate 

  • Business and Succession Planning

  • Representation of clients in District Court, US Tax Court, IRS Appeals, Department of Revenue, US District Court and Probate Court. 

  • Choice of Entity - Advising prospective business owners on the advantages and disadvantages of the type of business organization.