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Estate & Gift Tax Return Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

To learn more, contact us.

Consult With Our Experts

David R. Fletcher
Associate Accountant

Experience

Leslie C. Gosule
Founding Partner

Experience

Jonathan C. Ames
Manager

Experience

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Verify your entity's tax status for local personal property tax exemptions by April 2

From the Mass DOR: The List of Corporations Subject to Taxation in Massachusetts (also called the Corporations Book) is published online each spring an