Individual Tax Preparation
Our tax specialists assist individuals in meeting their tax
filing requirements each year. Clients that engage us know
that we search for all allowable deductions and exemptions.
We provide clients with a “Tax Organizer” , which assists the
client in accumulating all the information and records necessary to
prepare a complete and accurate tax return.
The “Tax Organizer” also includes a questionnaire which
provides a checklist that will help ensure that the information
necessary to complete the return accurately is obtained.
Returns are computerized for both speed and accuracy, and our
internal system of processing returns assures timeliness and efficiency.
As part of the process, we strive to file substantially all tax
returns electronically (E-file). This process, along with the
opportunity for Direct Deposit of Refunds, substantially reduces the
amount of time between the filing of the return and the receipt of a
refund.
Federal and State Tax Preparation
includes the preparation of federal income tax returns, the preparation
of interest and dividend returns for the state of New Hampshire and
state income tax returns for the State of Massachusetts
E-file:
Each return that we prepare that meets the qualifications, we will
electronically file.
Individual Tax Planning:
Many events in life require tax planning. We will meet with
clients anytime throughout the year for tax planning purposes.
Estate and Gift Tax Planning:
Family transfers of money and property after death of donor often times
require Estate tax planning and preparation. Charitable
contributions of appreciated property to qualified charities can also
require planning and preparation.
Taxing Authority Representation:
We represent our clients for both federal and state tax issues. |
Federal and State Tax Preparation