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Tax and Financial Management Services

TLB provides tax preparation, planning, research and financial management services to businesses, corporations, partnerships, LLC’s and LLP’s, estates, trusts and high net worth individuals. Our highly personal service in this area has been our hallmark, resulting in long lasting client relationships and high quality service. Of course the value of our tax services lies not in preparation, but rather in tax planning – which we perform on an ongoing basis with our clients. Our planning efforts have saved our clients thousands of dollars, usually from relatively simple planning or simple strategies that were overlooked by previous advisors. In addition to preparation and planning, we have also been extremely successful in minimizing risks for our tax clients – resulting in additional savings and peace of mind. TLB assists clients with tax issues in the following areas:

Federal and multi-state tax preparation
Exempt organizations taxation
Expert tax planning and research
IRS and Massachusetts Department of Revenue representation
Tax structure and entity selection issues
Mergers and acquisitions
Valuations
Estate, Trust and gift tax services
Family office services

TLB will bring real value to you as your tax preparer and advisor. Through our real-world experience, technical expertise, client communication and tax and business publications you will feel secure in knowing you have the best advice based upon the most current cases and research and over the years, we will save you money time and time again.

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