Planning Services

Estate planning and income tax planning are essential for protecting and preserving your most cherished possessions, so that they are left for those you cherish the most. Allow us to help you implement certain strategies that may defer, reduce, or eliminate potential income and estate taxes, while ensuring that your assets are administered according to your wishes.   

Income Tax and Estate Planning.

Tax Services

If your finances are complicated, our expertise in domestic and international tax law will help guide you through the myriad filing requirements when we prepare your federal and state income tax returns. Should you receive an audit notice from the taxing authorities, allow us to reduce your stress by easing you through the process and, if necessary, negotiate a settlement.  

Tax Preparation and Controversies.

Fiduciary Services

If you have been chosen to serve as fiduciary of an estate or trust in Massachusetts or Florida, our team will guide you through the entire administration process from start to finish, making certain that you properly discharge your duties so that the intended beneficiaries receive their gifts without inheriting any problems. 

Estate and Trust Administration.