Tax Services & Credentials

Niches Served:

• Individuals, Investors, & Business Owners: High-earning professionals, multi-asset investors, sole proprietors, and single-member LLCs requiring strategic federal and Massachusetts state tax optimization (including Schedule C and Schedule E compliance).

• Trustees & Estate Executors: Fiduciary administrators seeking precise Form 1041 and Massachusetts Form 2 compliance for simple, complex, or grantor trusts, working in seamless alignment with estate planning and tax attorneys.

• Public Charities & Exempt Organizations: Small-to-midsize local non-profits, foundations, and associations requiring accurate IRS Form 990/990-EZ filings and mandatory Massachusetts Form PC public disclosures.

Practice Credentials:

• 10 Years of Practical Experience: A decade of active, hands-on tax preparation navigating the complex, shifting landscapes of both Federal and Massachusetts state tax law.

• Attorney-Collaborative Workflow: Over four years of experience working directly alongside estate planning and tax attorneys to execute precise fiduciary trust accounting and tax compliance.

• Non-Profit Tax Preparation: Two years of direct experience preparing a non-profit school’s financial data for its mandatory annual CPA audit and executing the required tax filings.

• IRS Directory Listing: An active participant in the IRS Annual Filing Season Program (AFSP), bound by Circular 230 ethical standards and completing rigorous annual continuing education.