Individual Tax Returns
Federal and Massachusetts returns for W-2, self-employed, investors, landlords, and expats.
- Form 1040 and all schedules
- Schedule C / E / D
- K-1 income
- Cryptocurrency reporting
Practice Areas
Full-service federal and Massachusetts tax work.
Every engagement is flat-fee or hourly — no contingent fees in tax preparation, in compliance with Circular 230 §10.27.
Business & Corporate Taxes
Entity returns for C-Corps, S-Corps, partnerships, LLCs, and fiduciary entities.
- Form 1120 · 1120-S · 1065 · 1041
- Entity selection
- S-Corp reasonable compensation
- Multi-state nexus
International Taxation
Expat returns, FBAR, FATCA, streamlined filing, and ITIN services for cross-border taxpayers.
- Form 2555 FEIE · Form 1116 FTC
- FBAR / FinCEN 114
- FATCA / Form 8938
- Streamlined & ITIN (W-7)
IRS Representation
Audit defense, collections, appeals — with unlimited practice rights before the IRS under 31 U.S.C. §330.
- Audit defense
- CP2000 response
- Installment agreements · OIC
- Penalty abatement
Payroll & Bookkeeping
Monthly bookkeeping, payroll processing, and employment tax filings for Massachusetts businesses.
- Weekly/bi-weekly/monthly payroll
- Form 941 · 940 · MA UI
- W-2 / 1099 preparation
- QuickBooks ProAdvisor
Tax Planning & Advisory
Year-end projections, quarterly estimates, entity reviews, and retirement and investment tax guidance.
- Year-end projections
- Quarterly estimated tax
- Entity structure review
- Retirement contribution planning
Nonprofit & Form 990
501(c)(3) formation, annual Form 990 series filings, and Massachusetts Form PC for public charities.
- Form 1023 / 1023-EZ · 1024
- Form 990 · 990-EZ · 990-N
- Form 990-T (UBI)
- Massachusetts Form PC
Not sure where your work fits?
A brief call is often the fastest way to scope your matter — whether it's a straightforward return, a multi-entity year-end, or a defense before the IRS.