- Tax PlanningTax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
- Charitable GivingPut yourself in control. Timing is important when it comes to minimizing taxes, and the timing is often in your control. For instance, bundling multiple years of charitable contributions into one year can create an opportunity to itemize deductions. Plus holding investments for longer than one year to get a lower tax rate, and making efficient retirement withdrawals are other examples of prudent tax strategies that you control.
- Estate Taxes
- Tax ServicesTyler is particularly expert in dealing with issues of New Hampshire residents who work in Massachusetts and other states, as well as those resident abroad. As a testament to the service and value thay receive, many of her clients who have moved to other states continue to return to her for tax preparation and financial advice. Her knowledge and expertise allows her to utilize tax law to it;s fullest extent, resulting in the taxpayer paying the least amount of tax allowed by law.
- Roth IRADevelop investing basics. Set up online access for your own retirement accounts or taxable investment accounts so you can show your family the power of compound interest firsthand. You can even consider setting up investments for your kids. If they have earned income, for example, they can start investing with a Roth IRA.
- Tax DeductionsKids getting older tax surprise. Your children are a wonderful tax deduction if they meet certain qualifications. But as they get older, many child-related deductions fall off and create an unexpected tax bill. And it doesn't happen all at once.
- Income TaxCreate an April 15th reminder. This is the deadline for filing your 2023 individual income tax return, completing gift tax returns, making contributions to a Roth or traditional IRA for 2023, and for paying the first installment of 2024 individual estimated taxes. So create a reminder that works for you.
- Tax Return Preparation
- Business Tax Return PreparationSmall business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and retail company clients.
- Wealth ManagementWhether planning for retirement or for a child's college education, wealth management is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning, as well as business succession planning.
- Accounting Services
- Bookkeeping ServicesTimely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support, as well as the preparation of 1099s, W-2s and related forms are also available. We actively work with Quickbooks, both desktop and online, and occasionally with Peachtree.
- Retirement Planning