01
A conversation
45 minutes, no charge.
A partner and one senior manager. We ask about the entity, the states you touch, the lenders you answer to and what went wrong last year.
Home / Services
Services
Everything we do,
Everything we do,
and what each of it
actually means.
Three practice areas, fourteen specializations. Each one has its own page describing the scope, the deliverables, who it suits and how the engagement runs. You should be able to tell whether we’re a fit before you call.
01 · Practice area
Business Tax
Federal, state and local compliance, plus the planning that happens long before a return is due. Five specializations.
Practice overview
Corporate & Partnership Tax ComplianceForms 1120, 1120-S and 1065, consolidated groups, K-1 and K-3 packages, extensions and estimates.
State & Local Tax (SALT)Nexus studies, apportionment, pass-through entity elections, sales and use tax, voluntary disclosure.
Tax Planning & StrategyQuarterly projections, entity and compensation structure, timing, distributions and multi-year modeling.
R&D Tax Credits & IncentivesFederal and Massachusetts credit studies, payroll offset elections, Section 174 treatment, audit-ready documentation.
IRS & DOR RepresentationNotices, examinations, appeals, penalty abatement, payroll tax disputes and collection matters.
02 · Practice area
Accounting
The close, the statements and the finance function behind them. Four specializations.
Practice overview
Outsourced AccountingFull-cycle bookkeeping, month-end close, reconciliations, AP and AR workflow, reporting packages.
Controller & CFO ServicesFractional finance leadership, budgets and forecasts, KPI reporting, lender and board packages.
Audits, Reviews & CompilationsFinancial statement engagements for lenders, investors, bonding agents and grantors.
Payroll & Contractor ComplianceMulti-state payroll registration and filings, worker classification, fringe benefits, year-end forms.
03 · Practice area
Advisory
The decisions that come around once. Five specializations, all partner-led.
Practice overview
Business ValuationEstate and gift, buy-sell agreements, shareholder disputes, 409A and ESOP support.
Transaction AdvisoryQuality of earnings, buy- and sell-side diligence, working capital pegs, purchase price allocation.
Succession & Exit PlanningReadiness assessment, ownership transition structures, management buy-outs, gifting programs.
Entity StructuringChoice of entity, holding company and multi-entity design, reorganizations, state footprint planning.
Private Client ServicesOwner and family tax returns, equity compensation, charitable planning, trust and estate coordination.
Engagement
How an engagement
How an engagement
actually begins.
Nothing here requires a long sales process. The diagnostic is deliberately small so that both sides can decide with real information.
02
The diagnostic
Two weeks, fixed fee.
Three years of returns and the current trial balance, read properly. You receive a written memo of findings and recommendations that is yours regardless of what happens next.
03
Scope and calendar
Annual fee, named owners.
A one-page engagement schedule: every deliverable, who prepares it, who reviews it, and the date it lands. Fees quoted for the year, not the hour.
04
Transition
We handle the handover.
We request files from your prior firm, rebuild the chart of accounts if it needs it, and reconcile the opening balances before the first close under our name.
Not sure which
Tell us the problem.
Tell us the problem.
We’ll name the service.
Most calls start with a symptom rather than a service line: a notice, a lender request, an offer on the table. That is fine. Start there.