Individual taxpayers, trustees, executors and managing partners of family partner- ships all seek our counsel to implement strategies that reduce tax liabilities and conserve cash flow.
Our team comprises attorneys, Certified Public Accountants, Enrolled Agents and Certified Financial Planners® who are adept at representing taxpayers in front of taxing authorities and resolving controversies efficiently.
We prepare federal, state and local income tax returns; respond to audits and other inquiries from taxing agencies; and help clients maintain detailed tax records for assets such as real estate and marketable security investments.
Constantly monitoring new developments, laws, rulings and cases, on both a federal and state level, we design and implement plans that incorporate optimal tax-minimizing strategies.
Being able to analyze factual situations and develop multi-year tax projections is critical for comprehensive tax planning. We understand, utilize and exploit the critical differences between the income tax and estate tax regimes.
Partner
Phone: 617-345-1206
Partner
Practice Group Leader, Private Clients
Phone: 617-345-6157
