• Tax returns for individuals or small businesses
  • Corporate tax returns
  • Amended returns
  • Tax returns for partnerships, LLCs, estates, trusts and gift tax.

Resolving Federal & State Tax Issues

  • Tax Audits
  • Representation with the IRS or Mass Department of Revenue
  • Tax Planning
  • Self-employed tax concerns

Accounting & Bookkeeping

  • Monthly Bookkeeping
  • Bank Reconciliations
  • Monthly Reports
  • Forensic Accounting


  • Pro Advising
  • Training
  • Setup

Secure Client File Portal

We are always looking for ways to make it easier for you to share information with us. When you work with us, you will have your own secure portal which includes:

  • Ability to view documents we wish to share with you.
  • Ability to upload documents securely to share with us.
  • Secure access to your important tax and other information 24/7.

Karen offers a free, no obligation,
consultation for new clients.

Talk to her and let her know what your needs and concerns are.