Tax Services

Tax Planning & Preparation

Tax laws are complicated, can be overwhelming, and are constantly changing. We stay up to date with the latest changes, and will explain taxes as simply and as straightforward as possible.

We provide tax planning, preparation and e-filing for your individual and business federal and state tax returns.

We believe tax planning is a year-round activity with the goal of maximizing after-tax income through taking advantage of tax breaks and incentives. 

IRS & State Representation

Have you received an IRS or State letter or notice in the mail, and you aren’t sure what to do next? We can help. We’ll review the tax return in question with you and help you determine what documentation is needed to substantiate each and every item reported on your tax return. You’ll have a comprehensive plan for handling the IRS or State’s request, along with a professional by your side every step of the way.

Divorce Tax Implication Services

If you are wondering what the tax implications are for your divorce, or how best to manage your tax filings after a divorce, we can help walk you through the options, understand the tax implications, so that you can make an informed decision on how best to proceed.

"I would highly recommend Carrie for small businesses and individuals seeking accounting, tax preparation and business consulting services. She is knowledgeable, pro-active, always pleasant to deal with, responds promptly and provides excellent value by understanding the big picture of how your business fits within your overall personal and family financial situation. Carrie has handled the accounting, tax preparation and business consulting work for my family and our three small businesses since 2009. In one case, she helped us recoup a substantial sum from the Massachusetts Department of Revenue that had been remitted based upon poor advice we received from a prior accountant. If you don’t want or need a large accounting/consulting firm where your small business and family concerns might get lost or be treated as unimportant, but you are seeking someone who is very competent, attentive and responsive, Carrie is an excellent choice." – John S.