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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

Jonathan C. Ames
Manager

Experience

Lucy Luo
Associate Accountant

Experience

David H. Goodman
Director of Litigation and Business Valuation

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