CLIENTS: Please visit our COVID-19 page for

For the safety of our clients and staff, please do not visit our offices at this time.

All meetings are being held by phone. We are continuing to process tax returns and efile returns. 

The IRS and State of MA have extended the tax filing deadline to July 15, 2020.

 

Real Experts. Real Results.

  We have the experience and knowledge you’re looking for. Since 1993, we’ve helped thousands of healthcare professionals and their practices with their accounting, tax, and payroll needs.

Find out why we are a multi-year winner of the 

Best In Client Satisfaction Award

from Boston Magazine’s Five-Star Wealth Manager Award

Register for Our Next Webinar:

How to FIRE Part 2: Distribution Strategies for an Early Retiree

Friday, April 24 at 12 noonAlex Oliver

Presented by Alex Oliver, CFP

In late 2018, we conducted a webinar that summarized many of the strategies necessary in order to retire in your 40’s or 50’s. In this webinar, we will discuss how to live off of your retirement accounts tax-efficiently, ensuring that you are able to stretch your dollars for the increased time horizon. Included in this webinar will be the use of HSA’s during retirement, Roth conversions, step up in basis on taxable accounts, and how charitable contributions or leaving an inheritance behind may factor into your plan.

How Can We Help You?

13 + 9 =