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Need a reliable CPA, grant writer, financial planner, or virtual CFO? (Buzzards Bay)
license info:
Multiple Certified Public Accountants, and Certified Financial Planners
offered in person
offered virtually
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Our clients range from individuals and small nonprofit organizations to international businesses.
Why choose us?
1) We don’t price gauge. We understand that times are tough, and we are willing to work with you to develop a rate, be it hourly or flat, that fits your needs.
2) We have a CPA in every single US state. Our CPAs have worked at the IRS, major firms like Ernst & Young, and even contract with the government. We know how to save you money in ways Turbotax and H&R block don’t. Our CPAs can also help you navigate audits and penalties.
3) We additionally specialize in international business migration as well as cross-border tax planning and compliance for both individuals and companies.
Please call us at (774) 397-3606 to learn more about our firm.
Our CPA services:
-Individual income tax preparation and filing (Form 1040, Schedules A-F, SE, 1-3) + additional forms (e.g., 4562, 8995/8995-A)
-Business tax preparation (Partnerships, S-Corporations, C-Corporations)
-Nonprofit tax filings (Form 990, 990-EZ, 990-N)
-State and local tax compliance
-Multi-state tax filings
-International tax compliance and reporting
-FBAR (FinCEN Form 114) and foreign asset reporting
-Tax planning and tax minimization strategies
-Audits
-Amended tax returns
Our bookkeeping services:
-General ledger
-Bank/credit card reconciliations
-Accounts payable/receivable
-Payroll processing, payroll tax filings
-Financial statement preparation
-Chart of accounts setup and restructuring
-Quickbooks setup, training, and cleanup
Other services:
-Grant writing for nonprofit organizations and government contractors
-Marketing and small business advising
-Mergers & acquisitions (M&A)
-Financial planning and analysis (FP&A)
-Budget development
-Scenario planning and key performance indicator development
-Investor and lender relations
-Retirement savings strategies
-Estate planning
-Debt repayment strategies
-Life event financial planning