Tax Prep and Planning
Get your return filed, no matter how far behind.
Whether this year or several years back, we get you caught up and compliant.
Learn more about Tax Prep and Planning Boston · Rhode Island · Cape Cod · Southeastern Massachusetts
Helping you navigate taxes and accounting, from Boston to Cape Cod.
Offering tax preparation and planning, tax resolution, and part-time CFO services to businesses and individuals across the region.
How we help.
Tax preparation, tax resolution, and ongoing financial guidance for individuals and businesses.
Tax Resolution
A real plan for tax debt.
Owe more than you can pay, or haven't filed in years? We build the plan and see it through.
Learn more about Tax ResolutionCFO Services
More than a return - real guidance.
Need financial clarity for your business? We're here to help.
Learn more about CFO ServicesWhy work with us
We know how to get through - even with a short-staffed IRS, we reach real people and get real answers, not automated hold music.
Afraid of your tax debt? Our job is getting you to the point where you can actually sleep at night again.
We're thorough - we don't leave anything on the table when it comes to getting you the best possible resolution.
Personal enough to know exactly what you need. Direct enough to advocate for you with the IRS.
About us
A practice built around you.
We're a CPA practice built around helping you - whether that's tax preparation and planning, tax resolution, or financial guidance for your business. Whatever your situation, we want to understand it and find the right path forward, starting with a real conversation.
When you call, you're talking to the person actually handling your case - not an assistant relaying messages. You'll get straight answers about what's actually possible, and if a path won't work for you, we'd rather say so in the first conversation than a year into it.
Wherever you're starting from, even if it feels like the middle of a storm, we'll help you get to where you actually need to be. That's the work, and it's the part we genuinely love.
Who we work with.
We work with businesses across nearly every industry - yours included.
CPA Insights
Recent from CPA Insights
Practical, no-nonsense writing on taxes, IRS issues, and running a business.
IRS & Tax Debt
CP-2000 and CP-504 Notices: What They Are and Why Automated Systems Are Sending More of Them
CP-2000 and CP-504 notices are different, but both can move quickly. Here is what each letter means, why automated IRS systems are sending more of them, and why the deadline still matters even if you cannot reach someone by phone.
Read more: CP-2000 and CP-504 Notices: What They Are and Why Automated Systems Are Sending More of Them
IRS & Tax Debt
The IRS Workforce Cuts, Explained: What They Mean If You Have a Tax Problem
The IRS is sending more automated notices while fewer trained people are available to answer calls. Here is how workforce cuts, automated enforcement, and long hold times are changing what taxpayers experience when a tax problem shows up.
Read more: The IRS Workforce Cuts, Explained: What They Mean If You Have a Tax Problem
IRS & Tax Debt
Why It's So Hard to Reach the IRS Right Now (And What Actually Works)
The IRS cut about 27% of its workforce in 2025, and phone wait times have gotten measurably worse - but the automated side of the agency (notices, penalties, collections) hasn't slowed down at all. The fastest way through is calling early in the morning; for anything urgent, the IRS online account or the Taxpayer Advocate Service work better than waiting on hold.
Read more: Why It's So Hard to Reach the IRS Right Now (And What Actually Works)Find out where your case actually stands.
Bring whatever you have - or nothing at all. We can pull the rest from the IRS and look at it together.