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Personal & Fiduciary Income Tax Planning & Preparation

We provide individuals and families with assistance in all aspects of personal and fiduciary income tax planning and preparation. Our breadth of experience and sensitivity to our clients' specific needs and circumstances gives them assurance that we can deliver personalized attention and quality service. Here's some of the areas we can assist you with:

  • Personal income taxes
  • Rental property
  • Single and multifamily homeowners
  • Sole proprietors
  • High income taxpayers
  • Complex investments (MLPs, LPs, trusts, and other entities)
  • Fiduciary income tax planning and preparation
  • Estate planning trusts
  • Elder Care trusts
  • Asset protection trusts
  • Special use trusts

To learn more, contact us.

Consult With Our Experts

David H. Goodman
Director of Litigation and Business Valuation


Robert M. Jesson
Founding Partner


Leslie C. Gosule
Founding Partner


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Massachusetts is Slowly Complying with Federal Tax Return Due Dates

Massachusetts has passed legislation to conform to the Federal filing deadlines. Just not immediately in some cases. C Corporations - The Federal filing deadline for C Corporations is April 15th (4th month following the fiscal year end). Massachusetts